Send Promotion Data from Marketing Cloud to Marketing Cloud Personalization

To send Promotion, Promotion Market Segment, and other related object data to Interaction Studio, complete these steps:

1. Create a target data extension in Marketing Cloud Contact Builder:
   1. Provide these values to define the data extension:
      • Creation Method: Create from New
      • Name: PromotionTargetDE
   2. On the Attributes tab, add these fields.

   Name	Data Type	Required	Length
   id	Text		50
   attribute:name	Text		50
   attribute:description	Text	—	1000
   inclusionSegments	Text	—	100
   attribute:url	Text		1000
   asset:imageUrl	Text		1000
   asset:contentZones	Text		50
   attribute:published	Text	—	100
   attribute:expiration	Text	—	100
   attribute:fulfillmentAction	Text	—	50
   attribute:promotable	Boolean	—	—

   Select the id field as the primary key.

2. Send data to Marketing Cloud Personalization by using Automation Studio of Journey Builder.

   Complete these steps:

   1. Create the starting source schedule.
   2. Create an SQL query:
      1. Provide this SQL query.

         SELECT p.Id as id, p.Name as [attribute:name],
         CONVERT(VARCHAR, DATEADD(ss, 1, p.StartDate) , 126) as [attribute:published], CONVERT(VARCHAR, DATEADD(day, DATEDIFF(day, 0, p.EndDate), '23:59:59') , 126) as [attribute:expiration],
         p.Description as [attribute:description], 
         p.URL__c as [attribute:url], p.ImageURL__c as [asset:imageUrl],
         p.ContentZones__c as [asset:contentZones], p.FulfillmentAction as [attribute:fulfillmentAction],
         p.IsActive as [attribute:promotable],
         STUFF((SELECT '|c360a-' + LEFT(m.MarketSegmentId, 15) 
                   FROM PromotionMarketSegment_Salesforce m 
                   WHERE p.Id = m.PromotionId
                   FOR XML PATH('')), 1, 1, '') [inclusionSegments]
         From Promotion_Salesforce p JOIN PromotionMarketSegment_Salesforce pm
                     ON p.id = pm.PromotionId
         WHERE p.SendToInteractionStudio__c = 'True'

         

         Note If you don't add the Checkbox type custom field to filter promotions that must be sent to Marketing Cloud Personalization, remove references to the field in the SQL query.
         

         Tip You can modify the SQL query based on your company's requirements and based on any fields that you've added in the Promotion object.
      2. Select the target data extension that you created in step 1.
      3. In Data Action, select Overwrite.
   3. Convert the Data Extract from a data extension to a CSV file:
   4. Convert the Data Extract from CSV to UTF-8.
   5. Transfer the CSV file to the Marketing Cloud Personalization SFTP.

      In steps c-e, use the file name format of Promotion ETL for the file name.

   6. Save the automation.
   7. Run the automation once.

      The data is immediately sent to the inbound folder of Feed's SFTP Files in Marketing Cloud Personalization. Later, the data automatically moves from the inbound folder to the processed folder.

After the data moves to the processed folder of SFTP Files, your Promotion records are available in the Catalog section of Marketing Cloud Personalization. In the records, you can find these items that are associated with the promotion:

• Image
• URL
• Segments

In Marketing Cloud Personalization, the Promotion records expire on the specified end date.