/sfmc-dynamic-loyalty-email-example

Salesforce Marketing Cloud loyalty template and email concept

Primary LanguageHTML

SFMC-DYNAMIC-LOYALTY-EMAIL-EXAMPLE

Purpose

Create a simple architecture for a dynamic, modular email template in Salesforce Marketing Cloud.

Steps to use

  1. Review architecture/mapping image - email-sample-mapping.png

  2. Create required Data Extensions

    • Example-LoyaltySubscriberReferrals - Subscribers referred by Loyalty Subscribers

      • SubscriberKey, Text(254)
      • ReferralSubscriberKey, Text(254)
      • ReferralName, Text(100)
      • ReferralDate, Date

    • Example-LoyaltySubscribers - Your primary sending and preview audience

      • SubscriberKey, Text(254), Primary Key, sendable field
      • EmailAddress, EmailAddress
      • FirstName, Text(50)
      • DiscountPct, Decimal(4,2)
      • ReferralCode, Text(36)
      • ReferralLink, Text(300)

    • Example-LoyaltySubscribersDemographic - Demographic data related to each Loyalty Subscriber

      • SubscriberKey, Text(254)
      • Language, Text(15)

  3. Upload sample data into each Data Extension

    • LoyaltySubscribers - example-LoyaltySubscribers.csv
    • LoyaltySubscribersDemographic - example-LoyaltySubscriberDemographics.csv
    • LoyaltyReferrals - Example-LoyaltySubscriberReferrals.csv

  4. Create Blocks in Content Builder using the following HTML files

    • Template - example-template.html
      • Type: HTML Paste
      • Name: Example-Template
      • Customer Key: Example-Template
    • Init - example-init.html
      • Type: Code Snippet
      • Name: Example-Init
      • Customer Key: Example-Init
    • Header - example-header.html
      • Type: HTML
      • Name: Example-Header
      • Customer Key: Example-Header
    • Body - example-body.html
      • Type: HTML
      • Name: Example-Body
      • Customer Key: Example-Body
    • Footer - example-footer.html
      • Type: HTML
      • Name: Example-Footer
      • Customer Key: Example-Footer
    • LoyaltyReferrals - example-loyaltysubscriberreferrals.html
      • Type: HTML
      • Name: Example-LoyaltySubscriberReferrals
      • Customer Key: Example-LoyaltySubscriberReferrals

  5. Create a new email definition

    • Type: Template
    • Template: Example-Template
    • Drag each saved element to email as indicated in mapping diagram

  6. Preview email against Example-LoyaltySubscribers data extension

  7. If you're satisfied with the results, set the @debug value to 0 in the init block.