Types of Automation and Activities in SFMC
Salesforce Marketing Cloud (SFMC) offers various types of automation and activities through Automation Studio and Journey Builder to streamline marketing operations. Below is a breakdown:
Types of Automation in SFMC
- Automation Studio (Batch Automation)
- Best for: Data management, file processing, and scheduled email/SMS sends.
- Runs based on: Scheduled time or file drop.
- Journey Builder (Event-Driven Automation)
- Best for: Customer engagement, personalization, and multi-step marketing journeys.
- Runs based on: Real-time triggers (e.g., customer behavior, API events).
Automation Studio Activities
Automation Studio allows you to create workflows using various activities:
- Data & File Activities
- File Transfer Activity: Moves files between SFMC and external FTP locations.
- Data Extract Activity: Exports SFMC data in formats like CSV or JSON.
- Import File Activity: Imports data into SFMC from FTP.
- SQL Query Activity: Uses SQL to filter, segment, and manipulate data.
- Filter Activity: Creates filtered data extensions based on predefined rules.
- Message Sending Activities
- Send Email Activity: Automates email sends based on schedules or triggers.
- Send SMS Activity: Sends automated text messages using MobileConnect.
- Push Notification Activity: Automates push notifications to mobile users.
- Reporting & Analytics
- Send Extract Activity: Extracts and sends data reports via email or FTP.
- Report Activity: Automates the generation and delivery of performance reports.
- Script Activities
- Server-Side JavaScript (SSJS) Activity: Runs JavaScript code for advanced data processing.
- AMPscript in Emails: Personalizes content dynamically in emails.
Journey Builder Activities
Journey Builder automates personalized, event-driven customer journeys:
- Entry Sources
- API Event: Triggers a journey when an API call is received.
- Salesforce Data Entry: Starts a journey when a Salesforce object (Lead, Contact, Case) changes.
- Data Extension Entry: Adds contacts to a journey based on updates to a data extension.
- Messaging & Interaction
- Send Email/SMS/Push: Delivers messages at the right time in the journey.
- Wait Activity: Adds delays between steps (e.g., wait 2 days before sending the next email).
- Decision Splits: Sends customers down different paths based on behavior (e.g., email opened vs. not opened).
- Customer Updates & CRM Integration
- Update Contact Activity: Updates subscriber data.
- Salesforce Activities: Creates records or updates fields in Salesforce CRM.
Which Automation Type is Best?
Use Case | Best Tool |
Scheduled email sends | Automation Studio |
Real-time triggered emails (e.g., abandoned cart) | Journey Builder |
Data segmentation & SQL queries | Automation Studio |
Personalized, multi-step customer journeys | Journey Builder |
File imports & exports | Automation Studio |
API-driven event automation | Journey Builder |
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