Automation Studio is a Salesforce Advertising Cloud instrument that you simply lets you optimize time via the automation of varied actions the right way to ship emails, execution of queries, imports and way more.
How you can give or prohibit entry to Automation Studio for Advertising Cloud customers?
It’s possible you’ll handle entry to Automation Studio or to any of its functionalities from the web page of Arrange of the account, within the “customers” part.
It is necessary to place consideration on not all of the functionalities of Automation Studio and Salesforce Advertising Cloud can be found by default. For instance, we should write to the Salesforce Advertising Cloud help group to allow us to entry the information extraction exercise.
Equally, this occurs with the switch from Enhanced FTP a Safehouse, which isn’t enabled by default and should be activated by the eSalesforce group.
The place to seek out Automation Studio in Salesforce Advertising Cloud?
One can find the instrument of Automation Studio hovering over Journey Builder on the bar instruments. Within the tab of Overview we will see a standing of all automations created. Right here we will additionally create, begin, edit or delete automations.
From the tab of Actions we will create actions that can be executed independently or could also be a part of automations.
How does Automation Studio work inside Salesforce Advertising Cloud?
If we do click on on New Automation we can be redirected to a menu canvas the place we will create automations. Within the left aspect menu we’ll discover the opportunity of set up sources that may begin our automation and actions to incorporate in it.
How you can create a brand new automation in Automation Studio?
The very first thing we have now to do is select a recurso that may set off our automation, we will select one scheduled automation (scheduled automation) O Unchained By others elements (triggered automation) .
What’s a triggered automation or triggered automation?
Add modify it a file to a selected folder on our FTP will set off a triggered automation. Because of this it’s not mandatory to ascertain a periodicity for the beginning of that automation, however when adjustments happen to information situated within the folder automation is triggered.
What’s an exercise in Automation Studio?
On Automation Studio, an exercise encompasses actions reminiscent of switch, the exknowledge traction or sending an e mail. The actions are the primary elements of an automation.
What actions can we discover in Automation Studio?
- Ship E mail Exercise: Permits us to pick out and configure e mail messages for ship independently or inside a scheduled sequence. As well as, there may be the opportunity of making a Ship Definition personalized to use in different automations.
- Import File Exercise: It provides us the opportunity of add a file with which to replace a subscriber record or a knowledge extension.
- File Switch Exercise: Automation Studio permits customers replace od subscriber listsata extensions utilizing an exterior file. You may outline the import particulars by making a import definition throughout the knowledge switch course of. The import definitions are used each time a file switch exercise is executed or File Switch Exercise.
- Knowledge Extract Exercise: This exercise can be utilized to export knowledge as bounces, clicks and conversions of an e mail. Knowledge extract create a folder to make use of outdoors of Salesforce Advertising Cloud. As well as, it may also be created to extract knowledge from a knowledge extension.
- SQL Question Exercise: A SQL Question retrieves data from a knowledge extension O knowledge vithat one in response to established standards to incorporate this in one other knowledge extension. We will use SQL queries so as to superior concentrating on choices or to get detailed studies.
- Filter Exercise: Used to phase a bunch or create an ex knowledgetsegmented ension. We will filter subscribers or contacts and phase them in response to their attributes and her CARACTERISTICS. A filterexercise is a nice alternative to phase the information with out the necessity to apply code, however our choices can be restricteds and we will be unable to carry out superior segmentation.
- Script Exercise: A script exercise is used for implement superior customizations in emails or landing pages. Due to this we will print the information that we discover inside a knowledge extension in customized fields.
- Wait Exercise: This exercise pause automations for a selected time earlier than transferring on to the following degree. We will add a number of wait actions in an automation
Normally, Automation Studio de Salesforce Advertising Cloud permits us automate all kinds of promoting processes. It opens a door to the opportunity of trgo down with superior segmentation, reporting and superior knowledge integration. Automation Studio is a great tool when working with massive knowledge units.
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