How to Set Up a Subscriber-and-List Data Model in Salesforce Marketing Cloud - dummies

How to Set Up a Subscriber-and-List Data Model in Salesforce Marketing Cloud

By Chester Bullock, Mark Pollard

If you decide to start with Salesforce Marketing Cloud by using the subscriber-and-list model to store your subscriber data, you have a short to-do list to get up and running. Start in the Email app by choosing Email from the Email Studio category on the app switcher.

Setting up your subscriber profile attributes

If you need additional profile attributes, use the following steps to create them. You might not need to perform this procedure if the profile attributes provided by default serve your needs:

  1. In the Email app, pause your mouse pointer over the Subscribers menu in the toolbar, and choose Profile Management from the menu that appears.

    A list of the profile attributes defined in your account appears.

  2. Click the Create button to open the New Attribute Properties window.
  3. Complete the information on the General tab:
    • Enter the name of the attribute. Remember that the name appears in Profile Center for subscribers to see.
    • Enter a description of the attribute.
    • (Optional) Change the order in which the attributes appear in Profile Center. Click the Change button. In the window that appears, use Move Up and Move Down buttons to change the attribute’s position.
    • Select the appropriate check boxes to indicate if the attribute is Required, Hidden (does not appear in Profile Center), or Read-Only. If, as part of your send process, you could be passing in subscriber information that differs from the value in this field, but you do not want Marketing Cloud to update the value in this field, select the Do Not Update Subscriber Values with Send Time Values check box.
  4. Complete the information on the Data tab.

    The fields on this tab define what kind on information and how much information the attribute can contain. You can also set a default value.

  5. Complete the information on the Values tab.
    On this tab, you can create a list of values for this attribute.
  6. Click OK.

Setting up your subscriber preference attributes

Use the following steps if you want to set up additional preference attributes. You might be able to skip these steps if you’re happy with the preference attribute delivered by default with your Marketing Cloud account.

  1. In the Email app, pause your mouse pointer over the Subscribers menu in the toolbar, and choose Preference Management from the menu that appears.

    A list of the preference attributes defined in your account appears.

  2. Click the Create button to open the New Preference Properties window.
  3. Complete the information on the General tab:
    • Enter the name of the attribute. Remember that the name appears in Profile Center for subscribers to see.
    • Enter a description of the attribute.
    • (Optional) Change the order in which the attributes appear in Profile Center. Click the Change button. In the window that appears, use the Move Up and Move Down buttons to change this attribute’s position.
    • Select whether Yes or No is the default value.
    • Select the appropriate check boxes to indicate if the attribute is Hidden (does not appear in Profile Center) or Read-Only. If, as part of your send process, you could be passing in subscriber information that differs from the value in this field, but you do not want Marketing Cloud to update the value in this field, select the Do Not Update Subscriber Values with Send Time Values check box.
  4. Click OK.

Creating lists of subscribers

Use the following steps to create a list of subscribers to whom you can send email messages:

  1. In the Email app, pause your mouse pointer over the Subscribers menu in the toolbar, and choose Lists from the menu that appears.
  2. Click the Create button on the right side of the screen.

    The Create List window appears with two tabs.

  3. Complete the fields in the Define Name & Location tab, and then click Next.
    Most of these fields are self-explanatory, but the Public List check box merits some discussion. If you select this check box, this list appears in Profile Center for subscribers to choose to opt in or opt out. You should select this check box for any list used for ongoing communication, such as weekly deals or newsletters.

    Because the name of public lists appears in Profile Center for subscribers to see, choose your list name with care. The name should clearly describe the kind of email subscribers can expect to receive if they opt in. Using proper capitalization and avoiding abbreviations gives your Profile Center a more professional, polished look.

  4. Complete the fields in the Select Welcome Email tab, and then click Save.
    If you choose to send a welcome email, Marketing Cloud sends the email you choose to each new subscriber who joins the list. For example, if a subscriber opts into the list via Profile Center, the system sends the subscriber the welcome email you choose here.