SalesForce Marketing Cloud List Group Creation

Salesforce Marketing Cloud List and Group Creation

 

Salesforce Marketing Cloud List and Group Creation

Objective: Cover the main process for list segmentation in Exact Target (ET is also known as Salesforce Marketing Cloud)

Overview:

  • Getting Started
  • Creating a List
  • Creating a Group

Getting Started:

      Log into Exact Target: https://mc.s6.exacttarget.com/cloud with the log in details provided by email:

Salesforce Marketing Cloud List Group Creation

      An account activation email will be sent to your email address the first time you access the account

      Upon access you should be redirected to the Email Overview page with a top bar as so:

Salesforce Marketing Cloud List Group Creation

o   Otherwise on the top left of the screen click on Email>Email Studio>Email:

Salesforce Marketing Cloud List and Group Creation

Creating a List

  • Under “Subscribers” in the Email tab, select “Lists”:

Salesforce Marketing Cloud List and Group Creation

  • Select the folder where you want to create a new list. E.g. My Lists>Prospects
  • Click on “Create”:

Salesforce Marketing Cloud List and Group Creation

  • Add the name of the list and click “Next”:

Salesforce Marketing Cloud List and Group Creation

  • “Set Double Opt-In” not necessary
  • On the “From Options” leave as default and click “Save”:

Salesforce Marketing Cloud List and Group Creation

  • Click on the list and then select “Import”:

    Salesforce Marketing Cloud List and Group Creation
  • Use the “Import Subscriber Wizard” to select the file from your computer if importing manually
    • Please note only the importation of .csv files is possible
  • Map the attributes if they do not match automatically
    • Please note that email address is the assigned subscriber key and is necessary
  • When complete click “ Next”

Salesforce Marketing Cloud List and Group Creation

  • Confirm and press “Begin” to start import and “Finish” to complete
  • The list should now be populated with the imported contacts
  • Under the “Subscribers” tab all the attributes for each contact is displayed:

Salesforce Marketing Cloud List and Group Creation

Creating a Group

 

  • Under “Subscribers” in the Email tab, select “Groups”:

Salesforce Marketing Cloud List and Group Creation

  • Select the folder where you want to create a new list. E.g. My Groups>Prospects
  • Select “Create: and “Filtered Group” for normal campaigns:

Salesforce Marketing Cloud List and Group Creation

  • Select the List/Source you wish to create a Group from
    • The recommended Source is “Luxury Retreats”:

Salesforce Marketing Cloud List and Group Creation

  • Begin to drag and drop the attributes required including:
  • Last Outbound Communication
  • Country
  • State
  • Last Open Time
  • Last Click Time
  • When ready, click on “Save & Build”

Salesforce Marketing Cloud List Group Creation

  • When prompted give the Group a name and click “Save”
  • The Group of recipients is now ready for export or to be used in an email campaign

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.