Send Anniversary Campaigns In Salesforce Marketing Cloud

1. Select from our supported source types and click Continue.

   

2. Enter your source configuration details and then click Continue.

   

3. Name your source and click Finish.

   

1. Navigate to destinations and click Add Destination. Select Salesforce Marketing Cloud and click Continue and enter your SFMC credentials and click Continue.

   

   

2. Name the destination and click Finish.

   

1. Navigate to models in Hightouch and click Add model.

   

2. Select the data source you connected earlier and click Continue.

   

3. Next, you want to define your data model. You can define your data using either a SQL editor, table selector, your existing dbt models, or even your Looks if you use Looker as your BI tool. For this example, we'll be using the SQL editor.

   

4. Input a query that joins your events table onto your customer table.

      SELECT
            *
       FROM
             PUBLIC.PETS_ANNIVERSARY
   

5. Click Preview to verify your model output looks good. Then name your model, select your primary key, and click Finish.

   

   

1. With the model created, it's time to create your sync to Salesforce Marketing Cloud. Select Syncs, click Add a sync, select your Salesforce Marketing Cloud destination and click Continue.

   

   

2. Next, configure your settings and choose how you want your data synced to Salesforce and which journey you would like to add contacts to. After this, you simply need to select a primary key and choose which columns you want to sync to Salesforce.

   

   

3. After you've mapped your columns you can set your sync schedule and click Finish.

   

4. With your sync configured, simply click Run and your audience will begin syncing to Salesforce Marketing Cloud.

   

5. By sending the anniversary data into Salesforce Marketing Cloud you launch anniversary campaigns automatically.

With Hightouch, marketers have multiple options to quickly and easily create the audiences and syncs needed to power anniversary campaigns in SFMC. No more waiting on engineering tickets and no more CSVs.

Want to learn more? Check out our other playbooks or book a demo with our team of experts today!