Your data resident in Salesforce contains rich insights into digital marketing. This data is part of a puzzle that allows you the ability to understand the customer journey. The better you can understand this journey the greater the opportunity to deepen customer service using data insights.
This email data provides the insights backbone to the customer relationship management software. If you are a Salesforce customer and spending time with marketing automation then you really should be tapping into this data!
Lets get started!
Step 1. Setup File Location in Email Studio
A file location is the SFTP location where you want to deliver your tracking export files. To do this you need to go into
Once in Email Studio, you go to
Admin -> Data Management -> File Locations
File Locations enter the setup details of your
External SFTP Site delivery location:
You will need to setup a dedicated
File Location for each Tracking extract. For example, in the
URL of the setup you enter the name of the tracking extract being sent. In this case we are exporting
sends so you would use
If you were export opens then you would create a new
File Location for
opens you would use
Here are a couple of examples that show a location for
open tracking extracts. Notice the different locations for URL:
Depending on the number of exports, you will likely have a collection of file locations for each tracking extract you want to deliver:
You would do the same for the
Name field. Use something description like
Openbridge SFTP Server Sends to help you identify which extract this location is setup for.
Password would be provided to you by Openbridge so check with your account team for that.
NOTE: This structure ensures that the data is properly organized and can be processed, routed and loaded correctly into your warehouse. If are dumping a “mix-n-match” set of data to a single location schemas and data types will be different resulting in data failing to load.
Once complete, select Save.
Step 2: Define Tracking Exports In Automation Studio
Step out of Email Studio and go to
Journey Builder -> Automation Studio
The first step is in Automation Studio is to define extract and file transfer “Activities”. Think of them as the tasks you need to have performed.
In Automation Studio select
Create Data Extract Activity
You will be presented a few different options. The first step will be to define a data extract from Salesforce. Select
You will be presented with a screen where you define the properties of the
Data Extract activity.
You will want to name this specific to the type of data being extracted. You will also want to set up the filename pattern in a manner that is unique to the export and the data:
You now get to define your extract
Extract Type, we are using
Tracking Extracts. Normally you will use a Rolling Range of
1 Day. This would reflect a daily push all the prior days transaction from Salesforce.
Make sure you set character encoding to
UTF-8 and the delimiter to
comma. The format should be set to
CSV. Since we want the sent emails we need to select
Extract Sent option. To be safe, always select
Quote Text. This will help ensure you comma delimiters are set for more complex use cases.
Double check your work. Look good? Great, you have just defined a Data Extract activity! Move onto the next step.
Create Data File Transfer Activity
The next step is to create a
File Transfer activity. This describes the mechanics of transfering extracts to the
File Location you defined in Step 1.
You will bew presented with a modal similiar to the last step. This time you will select
In this step you need to define the naming pattern of for the delivery similiar to the name use in the extract:
Also, this is where you select the
File Location for your sends that you created in Step 1.
Everything look good?
Step 3: Create Tracking Export Automation
An automation defines a process that executes one or more activities. This is the last step in configuring your exports.
Instead of clicking
You will be presented with a modal. You will want to select
You will be presented with a workflow tool. This is where you configure the activities you created into a workflow Salesforce can execute
The two activites we are using are
Data Extract and
Drag one of each to the workflow window. The first should be the
Data Extract and then the File Transfer. These will be empty templates. You need to
Choose the activity you want to run for each.
Data Extract activity you defined for sends.
Next, you link the
File Transfer activity.
File Transferactivity you defined for sends.
Great, both are now configured!
The last step is to define a schedule. This describes when the
Automation should be run. Since we want this to run daily we set the start date and tell it to repeat daily at 5AM.
Once you complete the schedule, Success! Your extract will now be sent every day at 5AM to be loaded into your warehouse.
Did you want to add more extracts? Repeat Steps 1 and 2 for each extract. Then add them to your automation.
Thats it! Your export data should be flowing. You can use the insights to create new customer experiences in journey builder, refine social media strategies or round out your cross channel analytics efforts.