PSU, UNH, USNH - Salesforce Marketing Cloud: Selecting the Correct Audience List

Summary

This article will discuss tips and tricks to ensure the user is selecting the correct Shared Data Extension (Audience) when sending an email.

Body

Salesforce Marketing Training Video

 

Summary

This article will help you ensure that you are selecting the correct Shared Data Extension (Audience) when sending an email through Salesforce Marketing Cloud for directed communications.

 

How-To

Task: To select the correct audience list for an email.

 

When selecting the audience SFMC provides the number of recipients in the list. The user should have an idea of how many people would receive the email. This will help the user select the list with the number of recipients close to what is expected. If using an Ad-Hoc list the user will know how may records are in the list and can match it with the population value of the list within SFMC.

 

Instructions

Step 1 - Under the subscribers menu at the top of the page, navigate to:

Subscribers -> Shared Data Extensions.

Step 2 - Using the folder structure on the left, navigate to the needed list and select it.

Step 3 - The system will give the user a Record Count and the user can then Select the list and from within it choose the Records tab to see the first 200 records in the list to validate the names. See related article: Salesforce Marketing Cloud: Previewing Subscriber List

WARNING:  Lists that contain the word 'ALL' include both Durham and Manchester campuses unless otherwise noted.

Step 4 - On the last page of sending an email: Review and Send the system will provide the number of targeted recipients in the list. Following the messaging in the first bullet the user can verify the correct number of recipients. See related article: Salesforce Marketing Cloud: Sending an Email.

NOTE:  These lists are refreshed on a nightly basis. The Date Modified related to the date to which the code behind the scenes to pull data to populate the lists was last modified and not the date the list was updated. 

 

Outcome

You have selected the correct audience list for your email.

 

Further Readings

Salesforce Marketing Cloud: Previewing Subscriber List

Salesforce Marketing Cloud: Sending an Email

Salesforce Marketing Cloud: Shared Data Extension Modified Dates 

 

Need additional help?

Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the Technology Help Desk.

For additional Training please visit the TLT Docs & Training site

Details

Details

Article ID: 1525
Created
Fri 7/19/19 6:09 PM
Modified
Tue 7/18/23 8:12 AM
Applicable Institution(s):
Plymouth State University (PSU)
University of New Hampshire (UNH)
USNH System Office