Use Marketing Cloud Data Extensions
Data Extensions is the term Marketing Cloud uses for an audience. Learn how to interact with Data Extensions after they have been created initially.
Re-Start Data Extensions
Why re'Start' Data Extensions?
Data Extensions MUST be re‘Start’ed before every email send because they capture a Salesforce Report at a moment in time. If you fail to re’Start’ your Data Extension, your email will be distributed to an out-of-date audience. An outdated audience will result in:
- not targeting your intended audience
- If your audience includes current employees or students, re’Start’ing your Data Extension ensures new employees/students are included and those who are no longer employed/enrolled are not
- If your audience includes alumni, re’Start’ing your Data Extension ensures new alumni (or recent graduates) are included
- distributing to inaccurate email addresses
- in cases where someone recently updated their email address
How-To re’Start’ Data Extensions
Re-Run Data Extension | 13 sec. video
- Navigate to Email Studio > Email
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- Hover Interactions in the navigation bar then select Imports
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- Click the check boxes in front of each of the imports (data extensions) you will use for your email.
- Click the Start button in the navigation bar.
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Notifications
Set Data Extension Notification | 13 sec. video
If the Data Extension lists your email to receive notifications about updates (see below), you should receive a notification email confirming the Data Extension ran successfully or not. If your import failed, ask your eComm specialist for help.
- Click the Data Extension title to open it
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- Once open, scroll to the bottom to see who
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History & Status
- You can also see the status and history of the Data Extension import by checking the box next to the Data Extension and then clicking File History.
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Find Data Extension's Corresponding Report
Every Marketing Cloud Data Extension is based on a Salesforce Report. Follow the tip below to find the corresponding Report in Salesforce, where you can also view all Contacts that are captured in the Report.
Step 1:
- From Interactions >> Import >> select Data Extension Name
- Once open, copy the ID of the mapped Data Extension
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Step 2:
- Login to Salesforce
- Replace the following URL with the ID found within your Data Extension: https://cuecomm.lightning.force.com/lightning/r/Report/PASTE ID HERE/view
- The URL should look something like this: https://cuecomm.lightning.force.com/lightning/r/Report/00O5G000008byE6UA.... Note: This is an example of what the URL should look like, clicking on this link will take you to a report you may not have access to view.
Looking for multiple reports? After looking up your first report in Step 2, repeat Step 1 to find the report ID in the Data Extension and then simply replace the Report ID in the URL at the top of your browser.