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Salesforce Marketing Cloud - Email Specialist > Marketing Automation (26%) - Build Automation Studio solution > Flashcards

Marketing Automation (26%) - Build Automation Studio solution Flashcards

1
Q

What does an Automation Work Flow contain (3)?

A

Starting Source
Steps
Activities

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2
Q

What does a Starting Source define?

A

What makes the workflow run.
It could be a Schedule, a File Drop to the ftp server, or a Trigger.

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3
Q

What does a Step in a Workflow contain?

A

One or more activities

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4
Q

If a Step in a Workflow contains more than one Activity, how do they run?

A

All Activities in a Step run in parallel at the same time

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5
Q

When does the next Step in a Workflow commence?

A

If all Activities in a Step are completed successfully, the next Step starts.

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6
Q

What can Activities be used for (4)?

A

Import data
Extract data
Create segments via Filter or Query Activity
Send messages - but JB preferred.

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7
Q

What are Data Views?

A

Data Views contain tracking and system information that can be used in Query Activities to join this information to subscribers!
Eg. Bounces, Clicks, Open and Sent.

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8
Q

How many Automations can you see in the Overview page of Automation Studio?

A

Up to 50 Automations of the current MC Business Unit

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9
Q

When would a user select File Drop as a Starting Source in an Automation?

A

If the user wants the Automation to start when a file is placed in a folder on the MC Enhanced FTP site.

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10
Q

When would a user select Schedule as a Starting Source in an Automation?

A

If the user wants the Automation to start on a recurring schedule.

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11
Q

When would a user select Trigger as a Starting Source in an Automation?

A

When they want the Automation to start if a file is placed on an EXTERNAL storage, like Amazon S3.

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12
Q

What does a MC Admin need to configure for a File Drop Starting Source?

A

Which folder to use on the Enhanced FTP site.

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13
Q

What is the benefit of using a Filename Pattern for files placed in a folder on the MC Enhanced FTP site?

A

When a filename pattern is specified, a single folder can be used for triggering multiple Automations. If no filename pattern is specified, the Automation starts if a file is placed in the folder - the folder can, therefore, only be used for a single Automation to start.

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14
Q

What repeat options are available when using Schedule as a Starting Source? (7)

A

None (run once)
Hourly
Daily
Weekdays
Weekly
Monthly
Yearly

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15
Q

When would an Automation with a Trigger as a Starting Source start?

A

If a file is dropped on an external file location like
Amazon S3
Google Cloud Storage
Microsoft Azure
Your own SFTP location

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16
Q

What does the Send Email Activity in Automation Studio do?

A

Send a standalone Email or in a sequence with other Activities

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17
Q

What would a user select the Import File Activity in Automation Studio for?

A

To Import a CSV file into a List or DE for frequent imports that have the same qualities every time.

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18
Q

What would a user select the File Transfer Activity in Automation Studio for? (2)

A

To Unzip, Encrypt or Decrypt a file in the MC Enhanced FTP directory.
To securely transfer files to or from the MC Enhanced FTP directory

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19
Q

What would a user select the Data Extract Activity in Automation Studio for (3)?

A

To Extract records from a List or DE into a CSV file in MC Safehouse.
Extract tracking information (eg. Clicks, Conversions, Unsubscribes).
To Convert an XML file to a CSV file

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20
Q

What would a user select a SQL Query Activity for in Automation Studio

A

Execute a SQL query and store the results into a DE

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21
Q

What would a user select a Filter Activity for in Automation Studio?

A

To Execute a Data Filter, and store the results in a DE

22
Q

What would a user select a Script Activity for in Automation Studio?

A

To Execute a Server-Side Javascript within an Automation.
MC executes the JavaScript on the server, instead of using the browser to render it on the client-side computer.

23
Q

How can a user Import files into a List or DE?

A

Using an Import Activity - either manually or within an Automation

24
Q

What configuration is required for an Import Activity?

A

Column mapping, character encoding configuration is needed to import a file into a List or DE.

25
Q

Where does an Import Activity in Automation Studio import files from?

A

An FTP site

26
Q

What is the only Data Action for an Import into a DE that does not have a Primary Key?

A

Overwrite. Clears the DE and replaces the records with the import. This is the ONLY option, if the TARGET DE does not have a Primary Key.

27
Q

What are the Data Actions of an Import Activity (4)?

A

Overwrite
Add Only
Update Only
Add and Update

28
Q

Add Only

A

Adds new records to the target DE if a record with the Primary Key does not already exist

29
Q

Update Only

A

Updates records in the target DE if the Primary Key matches one already in the DE.

30
Q

Add and Update

A

Updates records in the target DE if the Primary Key matches one already in the DE. If not, it creates new records.

31
Q

What Automation Activity would a user choose to run a Data Filter automatically

A

A Filter Activity runs a Data Filter automatically.

32
Q

What must a user do before creating a Filter Activity in Automation Studio?

A

Create a Data Filter in Email Studio

33
Q

How many Filter Activities should run in a single Step of an Automation?

A

No more than two - best practise.

34
Q

What are the limitations of a Filter Activity in Automation Studio (2)?

A

Can only filter records that are store in a single DE.
Should NOT be used for segmenting records >1 million.

35
Q

What 3 steps are required to segment subscribers with a Filter Activity in Automation Studio?

A
  1. Create Data Filter in Email Studio
  2. Create the Filter Activity
  3. Use Filter Activity in Automation Studio
36
Q

If a user wanted to retrieve information that is stored in multiple DEs or in Data Views (eg. tracking) what would they use?

A

A Query Activity to execute an SQL-query and store the results in a single DE

37
Q

What must a user do before creating a Query Activity in Automation Studio?

A

Manually create the resulting DE.

The retrieved columns of the SQL-query must match the attributes of the resulting DE.

38
Q

What are the limitations of a Query Activity in Automation Studio (2)?

A

It is programmatic and require knowledge of SQL
The retrieved columns of the SQL-query must match the attributes of the resulting DE.

39
Q

What 3 steps are required to segment data with a Query Activity

A
  1. Create resulting DE
  2. Create the Query Activity
  3. Use Query Activity in Automation Studio
40
Q

How can Data Views be accessed?

A

Only from an SQL query

41
Q

How long do Data View store MC subscriber and Journey information?

A

Up to 6 months

42
Q

What combination of Activities is required to Extract Data (2)?

A

Data Extract - to Extract a DE to a CSV file in the Safehouse
+
File Transfer - to move file from Safehouse to FTP site.

43
Q

What combinations of Activities is required to Import a ZIP file?

A

File Transfer - to Unzip the file
+
Import File - to Import the CSV file

44
Q

What combination of Activities is required to Import an XML file?

A

Data Extract Activity - to convert XML to CSV
+
Import File Activity - to Import the CSV file

45
Q

When would a user choose an Email Message Activity to send an email?

A

For high-volume sending (> 2 million/hour) - Journey Builder would use too many resources

46
Q

What information is saved in an Email Message Activity (4)?

A

Email Message
Send Classification
Audience
Send Time

47
Q

What can a Wait Activity in Automation Studio be used for (3)?

A

Wait for a Duration or a Specific Time to run the next Step
For staggering data imports
Wait for an import to complete and then extract the results.

48
Q

What does a Verification Activity in Automation Studio do?

A

Stops an Automation if the record count in a DE is outside the expected range. (Prevents sending to 0 or too many subscribers).
AND / OR
Send an email to specific email addresses.

49
Q

Can a Verification Activity be used with other Activities in a Step?

A

NO - This is the only Activity in a Step. No other Activities can be added to the step.

50
Q

Can a Script Activity be used with AMPscript?

A

Yes, it can be used in conjunction with AMPscript - the most powerful programming language for MC.

51
Q

How can a user Test an Automation in Automation Studio (2)?

A

Run Once - the entire automation will be started without waiting for a file drop or schedule
Advanced Run Once - can be used to select a subset of Activities to be run.

52
Q

What Monitoring and Troubleshooting tools does the Activity Tab of an Automation show (4)?

A

Health - success rate, error rate, average run time.
Log history - ability to filer on a specific time period
Email address to be notified If it fails or is skipped
Email address to be notified if is successfully completes

Salesforce Marketing Cloud - Email Specialist (19 decks)

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