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            Related Attributes in Activation

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            Related Attributes in Activation

            Personalize Marketing Cloud Engagement communications using direct and related attributes from Data 360. Control the volume and variety of data that can be used in marketing segments.

            This solution guide reviews three use cases for a fictional insurance company, Cumulus Bank and Financial Services.

            Use Case 1

            Send an SMS message to customers who have achieved a new loyalty status in the past 7 days.

            Use Case 2

            Push a reward message to Cumulus customer apps to notify customers who have earned Gold loyalty status.

            Use Case 3

            Introduce new customers to their insurance policy and benefits using a series of emails.

            Before You Begin

            To complete these use cases, review the features used, permissions required, and associated skills.

               
            Products and Features

            Data 360

            • Activation
            • Activation Target

            Marketing Cloud Engagement

            • Content Builder
            • Journey Builder
            • MobileConnect
            Permissions
            • Data 360 Architect or Data Cloud Activation Manager permission set
            • Marketing Cloud Engagement Content Creator
            Requirements and Skills Needed
            • Understanding activation and activation targets in Data 360
            • Ability to use Guided Template Language (GTL) or Server-Side JavaScript (SSJS) to parse JSON data
            • Access to configured SMS codes
            • Access to configured apps (iOS and/or Android)

            Related Content

            To guide you through these use cases we suggest these resources.

            Doc Icon Salesforce Developer: Guide Template Language Syntax

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            1. Associated Terms for Related Attributes
              Review the terms used in these examples.
            2. Solution Workflow for Related Attributes
              Review the solution workflow for the related attributes use cases.
            3. Use Case 1: Loyalty Status SMS Notification
              Cumulus Bank and Financial Services want to send an SMS message to customers who have earned a new loyalty status.
            4. Create the Audience Segment in Data 360
              Create and activate an audience segment for a loyalty status SMS campaign.
            5. Activate the Segment and Add Related Attributes
              When your segment is complete, the next step is to activate it, add, and filter related attributes in Data 360.
            6. Review the Data in Marketing Cloud Engagement
              After the segment is activated, a data extension is added to the Marketing Cloud Engagement business unit that you identified in the activation.
            7. Create an SMS Journey in Journey Builder
              With the data extension located and content reviewed, Cumulus can now build the SMS campaign.
            8. Use Case 2: Loyalty Status App Push Notification
              Cumulus Bank and Financial Services wants to use MobilePush to send an app notification to customers who have reached Gold loyalty status, and they're eligible to redeem a $100 gift card from their favorite food delivery service.
            9. Create the Audience Segment in Data 360
              In Data 360 create an audience segment for a gold status notification campaign.
            10. Activate the Segment and Add Related Attributes
              When your segment is complete, the next step is to activate it, add, and filter related attributes in Data 360.
            11. Review Data in Marketing Cloud Engagement
              After the segment is activated, a data extension is added to the Marketing Cloud Engagement business unit that you identified in the activation.
            12. Create a MobilePush Journey in Marketing Cloud Engagement
              With the data extension located and content reviewed, Cumulus can now build the Push campaign.
            13. Use Case 3: New Auto Policy Welcome Series
              Cumulus Bank and Financial Services wants to create a three part journey to welcome new auto policy holders that introduces them to their policy and benefits.
            14. Create the Policy Segment in Data 360
              Create an audience segment for the auto policy welcome journey.
            15. Activate the Segment, Add, and Filter Related Attributes
              When your segment is complete, the next step is to activate it and add related attributes. Because this campaign is specific to users with new auto policies within a specific date range, add filters to prevent other policies from being sent to Marketing Cloud.
            16. Locate the Data Extension in Marketing Cloud Engagement
              After it’s activated, a data extension is added to the Marketing Cloud Engagement business unit identified in activation.
            17. Compose the Email in Content Builder
              Let’s walk through the steps to create the first welcome email in this campaign.
            18. Create a Welcome Series in Journey Builder
              Now that the emails are complete, you can create the journey.
             
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