Marketing Automation

Question 1

Steps to create an automation

Answer 1

1 - Summary (name & description)
2 - Workflow (canvas where you define & create an automation; steps are the order activities are executed)
3 - Activity (task to be executed)

Question 2

What are the starting sources of an automation?

Types of automations?

Answer 2

• Schedule – Based on a schedule you define the date and time to start the automation, how often the automation is to execute, and when the automation is to stop
• File drop – Automation will start as soon as a file is placed on your designated enhanced FTP

Question 3

How to have 2 or more automation activities run in parallel?

Answer 3

have in same step of the automation

An automation can have multiple steps. Each step can have multiple activities. All activities within a step execute concurrently, and all activities in the step must execute successfully before moving to the next step.

Question 4

Run options

Answer 4

1 - Run Once
2 - Delete
3 - Copy

Question 5

Types of activities in automation studio

Answer 5

Data extract – ETL (extract, transform, & load) This allows you to transform an XML file into a comma-delimited, tab-delimited, or pipe-delimited format for you to import into Email
Import file – from FTP to list or DE
File transfer – de-encrypt or unzip a file or to take a file that has been extracted and place it on the FTP location
Filter Activity – Applies the data filter to a list or a data extension and places the results in a filtered list or filtered data extensions. The filter only works on 1 Data Extension
Refresh Group Activity – Used with lists only. Takes the criteria for the group and applies it to the list to refresh the segment.
SQL query – run query on one or more DEs and put the result in a target DE
Send Email (user initiated send), SMS, Push, Group Connect – sending messages via automation studio
Script Activity - A Server-Side JavaScript activity contains your Server-Side JavaScript and executes that script when started, either on its own or as part of automation in Automation Studio.
Wait step – time bound wait activity
many more

Question 6

Playbook

Answer 6

Depricated automation tool in SFMC

Playbooks – step-by-step guides for executing digital marketing through the customer lifecycle. 3 are available: Welcome series, Birthday email, and Customer Anniversary

Question 7

Triggered Emails

Answer 7

Message sent to an individual executed from an event that happens outside the Marketing Cloud (e.g. sign up, form fill-out etc.). Triggered emails include Welcome emails, Purchase Confirmation, Abandon Shopping Cart, or Shipping Notices

Question 8

Journey Builder

Answer 8

1:1 marketing engine that allows you to build real-time messages in customer journeys across online and offline channels based on customer behaviour. Used for customer lifecycle programs. Includes Journey Builder templates such as Abandon Cart, Anniversary Send, Onboarding/Welcome

Question 9

Automation Studio

Answer 9

Drag and Drop interface to define a workflow that automates various activities. E.g. import data, refresh segments, export data, or send emails.