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Contact model for a given scenario

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Contact Model

  • The contact in Contact model, is an individual. Marketing Cloud sends message to them.
  • Details are in any contact database of the Salesforce Marketing Cloud
  • Add a new contact in Contact model, from
    • Imported file
    • SOAP or REST API call
    • Marketing Cloud app
    • By Synchronized Data Sources
  • It can be present in
    • All Contacts list of Contact Builder
    • All Subscribers list of Email Studio
    • Populations, or root data extensions
  • They get messages either from the channel apps / the “Send API”
  • Message can be sent from
    • Journey Builder
    • MobileConnect
    • MobilePush
    • GroupConnect
  • Subscriber receives messages by email / SMS / MMS
  • contacts are combined on basis of ContactKey value
  • Contact without a ContactKey value uses channel ID like email address / mobile number
  • The “Held contacts” are added to the contact counts.
  • The “unsubscribed contacts” are added to the contact counts.
  • The “deleted contacts” are not added in contact counts
  • Enterprise 2.0 Contacts – has child business units in the Contact BuilderAll Contacts count
  • Synchronized Data Sources – are data from contact, lead, and user records

Contact Builder

The use of Contact Builder is

  • unite contact data from Marketing Cloud or external system ( ERP and CRM and POS)
  • gives customer’s single view (all interactions)
  • build 1:1 relationship with contact
  • Data extension stores details on a contact
  • Provides tools
    • Contacts Configuration – for processing the imported contact
    • Data Designer – Relate and define information about contacts by data extensions
    • Data Extensions – Management of data extensions
    • Imports – Create import processes
    • Data Sources – Visualize source of data
  • Relationships amongst data extensions can be One-to-One /  Population  / One-to-Many / Many-to-Many
  • Every contact has attributes (a single piece of information about a contact like email address / name), Ranges (a set of values between minimum and maximum values with AND and OR), Restrictions ( not allowed values), Data Types (decimal, number, text, boolean)
  • To Create Attribute Group, use Data Designer
  • Use Contact Builder to link Data Extensions
  • Root relationship – 1:1 relationship amongst a contact record with a data extension

Email Studio provides many Data Types for Data Extensions

  • Text –  includes letters / numbers / spaces, maximum 4000 characters
  • Number – only whole or integer values
  • Boolean – provides true values (1 / Y / Yes / true) and False values (0 / N / No / false)
  • Email – for storing email address, maximum 254 characters
  • Phone – for storing phone number, is 15-digit string
  • Decimal – It is a number with a decimal point
  • Locale – for locale value of ISO language and country code like EN-US

Reference: Salesforce

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