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SFMC Email Specialist Study Cards > Marketing Automation > Flashcards

Marketing Automation Flashcards

1
Q

4 automation tools

A

triggered emails, automation studio, journey builder, api

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2
Q

Define triggered emails

A

one-off emails designed for immediate engagement, typically based on a data event occurring outside of SFMC. ie, shipping notices, purchse confirmations, welcome emails, registration confirmations

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3
Q

Define automation studio

A

runs on processes set up to run behind the scenes

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4
Q

Define journey builder

A

allows you to create 1 on 1 customer interactions at scale

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5
Q

Define API

A

programmatic source of automation, requires a developer

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6
Q

Steps to create a triggered email

A

Complete preparation (email, send classification, list or DE), create triggered email definition, put trigger in place via the API, start triggered send

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7
Q

Steps to create an automation

A

Starting sources, workflow

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8
Q

2 kinds of starting sources for an automation

A

Scheduled, file drop

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9
Q

Scheduled starting source

A

based on a schedule you define

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10
Q

File drop starting source

A

starts as soon as a file is placed on the FTP

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11
Q

How to create a file drop

A

configure folder on FTP, use filename pattern

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12
Q

Personalization strings available for filenaming

A

%%Year%%, %%Month%%, %%Day%%, %%Hour%%, %%Minute%%, %%Second%%

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13
Q

Build automation workflow using:

A

steps and activities

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14
Q

All activities within one step in Automation Studio…

A

run concurrently, must execute successfully before beginning the next step

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15
Q

2 kinds of send activities

A

Send email activity, salesforce send email activity

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16
Q

3 ways of automating data in automation studio

A

File transfer, import activity, data extract

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17
Q

File transfer

A

allows you to de-encrypt or unzip a file, place a file on the FTP, or move a file from safehouse

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18
Q

Import

A

defines the data file to be brought into the email application and where the data is to be placed

19
Q

Data Extract

A

exports tracking information and data from a data extension, and transforms an xml file into csv, tab delimited, or pipe delimited

20
Q

File transfer activity: manage file

A

decrypts or unzips a compressed file prior to import

21
Q

If a file is compressed…

A

File Naming Pattern must have a .zip extension

22
Q

If file is encrypted…

A

file must be a .pgp or .gpg

23
Q

Features of Journey Builder

A

guides customers through each step of their journey, allows you to personalize customer conversations, treats each customer as a unique individual, ability to measure a campaign’s effectiveness against goals, easy to use interface, no technical expertise needed

24
Q

Pieces of a journey

A

goal, entry source, split activity, channel activity, wait activity, join activity

25
Q

Types of journey entry sources

A

Data extension, salesforce data, API event, CloudPage, Event

26
Q

Cloudpage

A

prompts one or more customers to be injected into a journey from a smart capture form

27
Q

3 types of journey entry

A

Re-entry anytime, re-entry only after exiting, no re-entry

28
Q

Re-entry anytime

A

contact may enter the journey more than once before exiting, each time they meet the filter criteria

29
Q

Re-entry only after exiting

A

contact can enter the journey only once before exiting

30
Q

No re-entry

A

contact cannot re-enter a journey at any point (ie, a welcome series)

31
Q

Journey canvas activities

A

message activities, flow control, customer updates, sales and service cloud

32
Q

Message activities

A

content is sent to contacts who meet the criteria set within the activity

33
Q

Flow control

A

Activities that determine when and where a customer goes

34
Q

Customer updates in Journey Builder

A

Allow data to be updated during the journey

35
Q

Sales and service cloud

A

Create and update records in Salesforce CRM based on journey actions

36
Q

When journey builder checks for goal completion

A

each time a contact enters a journey, each time a wait period expires, every day at midnight

37
Q

Automation Studio can be used to execute activities in these three ways

A

immediate, triggered, scheduled

38
Q

An automation can be run once from the….

A

Overview page

39
Q

Use this to run only a portion of an automation once

A

Advanced Run Once

40
Q

Building blocks of an automation

A

Activities

41
Q

Activity in automation studio that executes server-side script

A

Script Activity

42
Q

Journey vs Contact Data

A

Journey data is brought in what a contact enters a journey. Contact data is updated as the journey goes on (journey data is not)

43
Q

3 types of split activities in Journey Builder

A

Engagement split, decision split, random split

SFMC Email Specialist Study Cards (8 decks)

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