Marketing Cloud Engagement for Education

Create a Synchronized Data Source for Education Cloud

Create a synchronized data source to automatically add new and updated Education Cloud data to Marketing Cloud on a recurring basis. Synchronizing your data ensures that you always have the most up-to-date information available for your marketing efforts.

Create synchronized data sources for these objects: Account, Contact, Individual Application, Lead, Service Appointment, and User. Salesforce uses the fields on these objects in preconfigured email templates.

Note You can't change relationships between synchronized objects after the initial synchronization.

1. Log into Marketing Cloud.
2. Under Audience Builder, click Contact Builder.
3. Click Data Sources.
4. Click Synchronized.
5. Click the available data source tile.
6. Click Set Up Object.
7. Click Synchronize on the Account tile.
8. Select these fields:
   • FirstName
   • PersonEmail
   • Phone
   • LastName
   

   Note Required fields such as Id or RecordTypeId are selected by default.
9. Click Next.
10. Select how to filter the synchronized data while considering your Marketing Cloud utilization limits. For information about those limits or increasing them, contact your account executive. Alternatively, manage your subscriptions.
11. Select how often to synchronize data. We recommend every 15 minutes.
12. Save your changes.
13. If prompted, click OK to confirm the synchronization process.
14. Repeat steps 6–13 for these objects and fields:
    • Contact: FirstName, LastName, Phone
    • Individual Application: ApplicationCategory, ApplicationType, AppliedDate, Category, Status
    • Lead: FirstName, LastName, LeadSource, Name, Phone
    • Service Appointment: AppointmentType, ApptBookingInfoUrl, Description, Duration, SchedEndTime, SchedStartTime, Status, StatusCategory, Subject
    • User: CompanyName, Department, FirstName, LastName, Phone, SenderEmail, SenderName

The synchronization sometimes takes several minutes depending on the number of records. After it completes, a tile shows a row count and a Synchronized status for each of the selected objects. Here's an example for the Contact object.

Note The data synchronization is one way from Salesforce to Marketing Cloud. So Marketing Cloud doesn't send any subsequent data changes to Education Cloud.

Populate Education Cloud Data Extensions With Automation Studio

Create automations to refresh your data extensions when your data source receives new data from Salesforce.

1. Log into Marketing Cloud.
2. Under Journey Builder, click Automation Studio, and then select New Automation.
3. Drag Schedule to the Start with a Starting Source dotted circle, and then click Configure.
4. Enter a start date and time for the automation, and then select your time zone.
5. If needed, select a frequency, and then configure the cadence. Schedule this process to run daily or weekly, depending on how often you send emails, so that you have the most recent data.
6. Click Done.
7. Drag SQL Query onto the canvas, click Choose, and then select EducationCloudAccount.
8. Enter this query: select PersonEmail as PersonEmail, Phone as Phone, FirstName as FirstName, LastName as LastName from Account_Salesforce.
9. Click Done.
10. Repeat steps 7–9 to add these activities:
    • EducationCloudContact: select Email as Email, Phone as Phone, FirstName as FirstName, LastName as LastName from Contact_Salesforce
    • EducationCloudIndividualApplication: select Id as Id, AccountId as AccountId, ContactId as ContactId, ApplicationCategory as ApplicationCategory, ApplicationType as ApplicationType, Category as Category, Status as Status, AppliedDate as AppliedDate from IndividualApplication_Salesforce
    • EducationCloudLead: select Email as Email, Phone as Phone, FirstName as FirstName, LastName as LastName from Lead_Salesforce
    • EducationCloudServiceAppointment: select Id as Id, AccountId as AccountId, ContactId as ContactId, ApptBookingInfoUrl as ApptBookingInfoUrl, AppointmentType as AppointmentType, Subject as Subject, Description as Description, SchedStartTime as SchedStartTime from ServiceAppointment_Salesforce
    • EducationCloudUser: select Email as Email, SenderEmail as SenderEmail, Phone as Phone, SenderName as SenderName, FirstName as FirstName, LastName as LastName, Department as Department, CompanyName as CompanyName from User_Salesforce
11. Save your changes.
12. To test the automation, click Run Once.

Set Up Emails with Marketing Cloud Engagement for Education

Marketing Cloud Engagement for Education provides email templates to help you efficiently set up your institution's email campaigns.

Marketing Cloud Engagement for Education provides these email templates.

• Recruitment & Admissions - Application Deadline: Send automated emails to remind learners of upcoming application deadlines.
• Student Success - Appointment Confirmation: Send automated emails to confirm appointment details to learners after they schedule a meeting with your staff.

• Alumni Engagement - Recent Graduate Portal Invitation: Send an email to invite recent graduates to join the alumni portal and to inform them of available resources, such as career services and groups.

• Alumni Engagement - Institution Outreach Campaign: Send an email to alumni with information about your institution's mission, goals, and progress updates for capital campaign initiatives.