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Marketing Cloud Journeys and
Automations
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Last updated: June 27, 2023
© Copyright 2000-2023 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are other
names and marks. Other marks appearing herein may be trademarks of their respective owners.CONTENTS
MARKETING CLOUD JOURNEYS AND AUTOMATIONS.................1 Email Client Privacy and Non-Subscriber Activity in Marketing Cloud Email and Journeys......1 Automation Studio.....................................................2 Journeys and Messages...............................................192 Behavioral Triggers..................................................395MARKETING CLOUD JOURNEYS AND AUTOMATIONS
Design and automate campaigns that guide customers through their journey with a brand. Execute simple or multi-step marketing and
data management activities on an immediate, triggered, or scheduled basis. Email Client Privacy and Non-Subscriber Activity in Marketing Cloud Email and JourneysSome email client providers are making privacy changes that can impact open metrics and calculations. Trust is the #1 Value at
Salesforce. Privacy and security continue to gain importance in our digital lives. Our top priority is to create the solutions that help
you respond, act, and succeed in these new environments. Marketers traditionally create automations, campaign engagement
strategies, and more based on email opens because email opens can signal whether a customer or prospect is interested in your
content. But the privacy options available to customers can make email opens less reliable as engagement signals.
Automation Studio
Learn how Automation Studio makes Marketing Cloud email sends, queries, imports, and more happen automatically.
Journeys and Messages
Marketing Cloud
s Journey Builder is a campaign planning tool that enables you to design and automate campaigns that guide
customers through their journey with a brand. Its foundation is the journey, which is the communication plan you design. Canvas
activities tell Journey Builder how to communicate to and direct contacts in the journey. Contacts enter from an entry source. The
journey then continually evaluates contacts to determine when to move them to the next activity.Behavioral Triggers
Let Salesforce Marketing Cloud equip you to reach customers who abandon unpurchased items or services. Configure the flow of
this behavioral data into the data extensions for email sends and journeys. Using behavioral data this way is called Behavioral Triggers.
Email Client Privacy and Non-Subscriber Activity in Marketing CloudEmail and Journeys
Some email client providers are making privacy changes that can impact open metrics and calculations. Trust is the #1 Value at Salesforce.
Privacy and security continue to gain importance in our digital lives. Our top priority is to create the solutions that help you respond,
act, and succeed in these new environments. Marketers traditionally create automations, campaign engagement strategies, and more
based on email opens because email opens can signal whether a customer or prospect is interested in your content. But the privacy
options available to customers can make email opens less reliable as engagement signals.In the Marketing Cloud Email and Journey experiences, these changes are to assist you in identifying the most valuable metrics for your
campaigns.DetailsMarketing Cloud App
Open-related decisions such as Engagement Splits and Path Optimizer winner selection can be less reliable. Open metrics for active journeys can be artificially inflated. Users are reminded on the Journey Analytics dashboard that open-related metrics don t always accurately reflect engagement.Journey Builder
1DetailsMarketing Cloud App
Email engagement metrics, including Email Unique Opens, Email Open Rate, and Email Click-to-Open Rate, can be artificially inflated. Users are reminded that on Email dashboards, open-related metrics don t always accurately reflect engagement.Intelligence Reports for Engagements
SEE ALSO:
Use Einstein to Improve your Marketing Efforts
Clicks and Opens Behavior
Automation Studio
Learn how Automation Studio makes Marketing Cloud email sends, queries, imports, and more happen automatically.
Automation Studio is a Marketing Cloud application used to execute multi-step marketing and data management activities on an
immediate, triggered, or scheduled basis. Use Automation Studio"s workflow canvas to build simple or multi-step automations.
Automation Studio includes an overview page to show each automation"s status. Error information appears in line with the corresponding
automation to enable quick recovery. You can also use this page to run automations on an individual basis if necessary.
Build automations using automation activities such as Send Email, Import File, or SQL Query. Configure and manage automation activities
on the Activities page. You can also use this page to run automation activities on an individual basis.
Tip: To avoid unexpected behavior such as pages not rendering or unintentional object modification, do not open multiple tabs
in Automation Studio. 2 Automation StudioMarketing Cloud Journeys and AutomationsThe Automation Studio Overview Page
When you access Automation Studio in Marketing Cloud, view up to 50 automations in your account, a snapshot of automation
activities, run history, and folders. You can also run each automation once from the Overview page.Automate Processes in Automation Studio
Use an automation to start a process when specific criteria are met. For example, when a file is uploaded to Marketing Cloud Enhanced
FTP, you can automatically run activities, like an import, a file transfer, or an email send.Schedule an Automation
In a Marketing Cloud automation that
s in draft mode or already running, set the schedule on the Workflow tab.Use An Automation"s Tabs
Gain a more detailed understanding of how a Marketing Cloud automation"s tabs work in Automation Studio.
Automation Studio Activities
Easily understand and use the Automation Studio Activities tab in the Marketing Cloud.Pause an Automation
Stop an automation"s schedule temporarily in Automation Studio. This action only pauses the automation"s schedule for future
scheduled runs. An automation that is running when you click Pause continues to run even if the schedule is paused.
Skip an Automation
Indicate in Automation Studio that an automation"s next run will not occur without stopping the automation"s schedule.
Stop a Running Automation
When an automation is stopped in Automation Studio, activities in the step that is in progress complete, but subsequent steps do
not start. 3 Automation StudioMarketing Cloud Journeys and AutomationsCopy an Automation
Create an exact copy of an automation to extend or modify it in Automation Studio.Delete an Automation
Remove unneeded automations from Overview or the automation page in Automation Studio.Automation Studio Errors
Use this page to find out what Automation Studio error messages mean and how to resolve them. After applying the suggested
action, run the activity or automation again to make sure the error was addressed.Automation Studio Statuses
You can view an automation
s status from the Automation Studio interface or a related data view. Use this guide to understand what
each status means.Get Automation Studio Notifications
Add your email address to get notified when a Marketing Cloud automation run is skipped, encounters an error, or completes. You
can also receive alerts through Digital Command Center for Slack or the Event Notification Service (ENS).
Find Activity Configuration and Error Details
To access configuration details and run history for an Automation Studio activity, view the activity"s object detail page. Use this page
to locate error information about the activity, too.Data Extension Storage Usage
View and manage your marketing data usage by downloading your data extension storage details as a CSV file. Optimize your storage
usage, improve performance, and ensure compliance by removing unneeded data and updating retention policies.
Automation History and Health
Evaluate your automations over time by downloading your automation history as a CSV file. Improve automation health by reviewing
each automation s success rate and identifying automations with high skip or error counts.The Automation Studio Overview Page
When you access Automation Studio in Marketing Cloud, view up to 50 automations in your account, a snapshot of automation activities,
run history, and folders. You can also run each automation once from the Overview page.Folders
View folders that you created, and create folders without leaving the page. 4 The Automation Studio Overview PageMarketing Cloud Journeys and AutomationsView Options
View your automations in List or Detail view.
List view displays more automations on a page without activity-level detail. Detail view includes an abbreviated view of the automation s design and any errors. 5 The Automation Studio Overview PageMarketing Cloud Journeys and AutomationsHover over an activity to view its type, progress, and name. When a single automation step includes multiple activities, you can view
the entire automation s setup.Error Messages
When an activity has an error, you can view activity details or click Learn More to get more information. If the automation step includes
multiple activities, the timeline shows where the error occurred. 6 The Automation Studio Overview PageMarketing Cloud Journeys and AutomationsSummary
The Summary displays your automations by day or by week and by status. Filter results by status using the dropdown menu, and then
click Update.Run an Automation from the Overview Page
Start an automation in Marketing Cloud directly from the Automation Studio Overview page with one click.
7 The Automation Studio Overview PageMarketing Cloud Journeys and AutomationsDelete an Automation from the Overview Page
Delete unneeded automations in Marketing Cloud without leaving the Automation Studio Overview page.SEE ALSO:
Automation Studio Statuses
Run an Automation from the Overview Page
Start an automation in Marketing Cloud directly from the Automation Studio Overview page with one click.
You can also start automations on each automation"s individual page.1.Hover over the name of the automation.
2.Click Run Once.
3.Click Run.
Tip: To run a subset of activities only, use Advanced Run Once.Delete an Automation from the Overview Page
Delete unneeded automations in Marketing Cloud without leaving the Automation Studio Overview page.1.Hover over the name of the automation.
2.Click Delete.
A confirmation message appears.
8 The Automation Studio Overview PageMarketing Cloud Journeys and Automations3.Click Delete to finalize this action.
Automate Processes in Automation Studio
Use an automation to start a process when specific criteria are met. For example, when a file is uploaded to Marketing Cloud Enhanced
FTP, you can automatically run activities, like an import, a file transfer, or an email send.To build an automation, you choose a starting source, which determines how the automation starts. Then you add the activities that
occur when the automation runs. These activities can run sequentially or simultaneously.You can choose from these starting sources.
The schedule starting source starts an automation at specific intervals. The file drop starting source starts an automation when a file is uploaded to the Enhanced FTP.The trigger starting source starts an automation when a file is uploaded to an external location, such as AWS, Azure, or Google Cloud,
and a Trigger API request fires.For more information, review these topics.
Automation Starting Sources
A starting source defines how an automation starts. You can schedule an automation to run at specific intervals or start an automation
when a file is uploaded to Marketing Cloud Enhanced FTP. Or, use a trigger to start an automation when a file is uploaded to an
external location, such as to Amazon S3, Google Cloud, or Microsoft Azure.Advanced Run Once
Automation Studio includes options to schedule an automation, run it automatically when a file is dropped, or run an automation
once. Use Advanced Run Once to run only a portion of an automation.Run a Subset of Activities
To run only the Marketing Cloud automation activities you select, click Run Once in Automation Studio, then select the activities to
run.Automation Starting Sources
A starting source defines how an automation starts. You can schedule an automation to run at specific intervals or start an automation
when a file is uploaded to Marketing Cloud Enhanced FTP. Or, use a trigger to start an automation when a file is uploaded to an external
location, such as to Amazon S3, Google Cloud, or Microsoft Azure.This table compares starting sources.
9 Automate Processes in Automation StudioMarketing Cloud Journeys and Automations Trigger AutomationsFile Drop AutomationsScheduled AutomationsWhen a file is uploaded to an
external location, such asWhen a file is uploaded to a
designated Enhanced FTP folder.On the schedule you define.Automation Starts
Amazon S3, Google Cloud
Storage, or Microsoft Azure Blob
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