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Showing posts from March, 2026

Creating and sending email via content

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 Email template created with image header and CTA button to re-direct on website:- Email sent to specific email address:-  Promotional email created with header email and CTA button:-

List task

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 Created list and added 1 record:- Exported the record in excel then added 2 manual records in excel and imported the file again into the list, here it is:- Added records in the list are showing in subscribers:-

Email creation and sending steps via content

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Standard DE created with 5 records to send email:-  Created email template to send to subscribers:-  Email sending steps via content :- Email sent confirmation :-

Attribute group with different relation types

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 One to One :-  One to Many :- Many to Many :- 

Shared DE task

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 Shared DE created :- 

Random DE task

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 DE created with 20 records:-  Random DE created with 15%:-  Random DE created with 40%:- 

Filtered data extensions task

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 Created data extension with 14 records :- Male filtered :- Female filtered:- English language filtered :- 

Map manually and Delimiter

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 Map manually:- Delimiter:- Backslash (\) Question mark (?) Greater-than (>) Single pipe (|) Caret (^)

Data retention policy

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📌 Task: Create & Monitor Data Extensions with Different Retention Policies 🚀 By ElearningIT Feb 18, 2025 Your objective is to: ✅ Create three separate Data Extensions (DEs). ✅ Apply a different retention policy on each DE. ✅ Monitor & analyze the impact over time. 🔹 Step 1: Create Three Data Extensions (DEs) 1️⃣ Navigate to: Email Studio > Subscribers > Data Extensions. 2️⃣ Click "Create" → Select Standard Data Extension. 3️⃣ Define the fields for all DEs using the structure below: Field Name Data Type Length Primary Key SubscriberKey Text 50 ✅ Yes Name Text 50 ❌ No Email EmailAddress 254 ❌ No Phone Phone 50 ❌ No SignupDate Date - ❌ No 4️⃣ Create three Data Extensions with unique names: DE_IndividualRetention (For Individual Record Retention) DE_AllRecordsRetention (For All Records Retention) DE_FullDeletion (For Data Extension & Records Retention) 5️⃣ Import at least 100 records in each DE (via CSV or manual entry). 🔹 Step 2: Apply Different Retention P...

Import and Export

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  Salesforce Marketing Cloud Data Extension Operations 1. ➕ Add and Update (Default Operation) What It Does: Adds new records to your Data Extension. Updates existing records if there’s a match based on a unique identifier, like Email Address 📧 or Subscriber Key. How It Works: If the unique identifier (like Email) exists in the Data Extension, the record is updated with the new information. If the identifier doesn’t exist, a new record is added. Example: Imagine you have a Data Extension for Customer Info: Email Address (Primary Key) First Name Last Name Subscription Status john.doe@email.com John Doe Active jane.smith@email.com Jane Smith Inactive If john.doe@email.com already exists, it will update any fields that have changed (e.g., Subscription Status). If jane.smith@email.com doesn’t exist, it will be added as a new record. When to Use It: When you want to keep records updated while also adding new ones. Best for dynamic data like contact details or customer preferences. 2....