wvpv/sfmc-dynamic-loyalty-email-example

Salesforce Marketing Cloud loyalty template and email concept

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.