Ingest Salesforce Data 360 profile and segment data into Marketing Cloud Personalization.
How Integration Works
- In Data 360, Data 360 activation jobs collect segment membership, selected attributes, and calculated insights. Data 360 transforms the data into .csv files and a JSON file, and then sends it to Personalization through a shared file store.
- In Personalization, the Data 360 Activation ETL data feed imports the data as user attributes and manual segments.
- Data synchronization occurs at 12- or 24-hour intervals. The cadence is tied to the Data 360 segment publish schedule. For more information, see Publish a Segment in Data 360.
Target Personalization Web and Mobile Campaigns to Data 360 Segments
To integrate Data 360 segments with your Personalization campaigns, complete the following tasks in Data 360:
| Task in Data 360 | Description |
|---|---|
| Set Up a Connection to Marketing Cloud Personalization | Connect to your Personalization account for use in Data 360. |
| Create and activate a segment | Create a segment of users for activation targeting. |
| Create an activation |
When you create an activation, you choose the segment, activation membership, and activation target, and then select channel contact points for the activation. You can add and manage attributes in the activation, such as email address. In the Data 360 activation, you must include at least one Marketing Cloud Personalization identity attribute. . |
Use Case Example: Use Data 360’s Calculated Insights
Use Calculated Insights to build expressions for personalization campaigns. Expressions provide additional flexibility with expanded profile or engagement data beyond Personalization’s data model or engagement scoring. For more information, see Calculated Insights.
| Type of Information | Examples |
|---|---|
| Banded tiers | High, medium, and low lifetime value (LTV) |
| Sliding window calculations | Days until renewal, points until next reward, number of open opportunities and cases |
| Custom engagement scores | Such as business-defined affinity |
Use Case Example: Use Data 360’s Unified Individual
Use Data 360’s Unified Individual to create automated feeds of cross-cloud identities and attributes. Automated feeds allow you to share details from Sales, Service, and Marketing Cloud Engagement to drive decisions in Personalization. For more information, see Unified Individual for Activate Membership.
| Type of Data | Examples |
|---|---|
| Marketing Cloud Engagement contacts | Contact Keys and Einstein Engagement Scores |
| CRM leads and contacts | CRM ID along with name, contact information, next opportunity target close date |
| Loyalty Cloud | Loyalty contacts with points and status |