Cloud Kirrûbirra: Meriv çawa di Studio Otomasyonê de Otomasyonek Afirîne ku Têkiliyên SMS-ê têxe MobileConnect
Our firm recently implemented Salesforce Marketing Cloud for a client that had about a dozen integrations that had complex transformations and communication rulesets. At the root was a ShopifyPlus base with Recharge Aboneyên, a popular and flexible solution for subscription-based e-commerce offerings.
The company has an innovative mobile messaging implementation where customers could adjust their subscriptions via text message (SMS) and they needed to migrate their mobile contacts over to MobileConnect. The documentation for importing mobile contacts into MobileConnect is:
- Create the import definition in Têkilî Builder.
- Create an automation in Automation Studio.
- An anîne import activity to the automation.
- When you configure the import activity, select the pênase import te afirandin.
- Schedule and activate the automation.
That sounds like a simple 5-step process, right? The reality is that it’s far more complex so we’ve decided to document it and share it here.
Detailed Steps to Automated Import of Your Marketing Cloud Mobile Contacts Into MobileConnect Using Automation Studio
The first step is creating your import definition in Contact Builder. Here’s a breakdown of the steps to do this.
- Create the import definition in Têkilî Builder bişkojk bike Xûliqandin button in Contact Builder > Imports.
- Neqandin Rêzok wekî te Target Destination type of improt you wish to perform.
- Neqandin Import Source. We chose to import from a temporary Berfirehkirina Daneyên that was preloaded with the data.
- Êdî Select List û Choose Your List (In our case, All Contacts – Mobile).
- These contacts have all opted-in and we are migrating them to MobileConnect, so you must Agree to the Opt-In Certification Policy.
- Map Your Import List Columns (we created the Berfirehkirina Daneyên with the ContactKey relationship already established).
- Name your activity and choose your Koda SMS û SMS Keyword.
- Confirm the wizard and click Qedandin to save your new activity. Be sure to add your email address for notifications so that you’re notified each time the import is executed with the results.
Your import definition is now saved and you can reference it in your Automation that you’re going to create in Automation Studio.
The steps to create an automation in Automation Studio are not very clear. DO NOT use the File Import Activity. Cihê bibînin SMS Activity where you can add the activity using the Import SMS Contact Activity.
- An anîne import activity to the automation by selecting the import definition you created in step 8 above. You will need to expand the SMS folder where you’ll see your pênase import.
- Schedule and activate the automation. When your automation runs, your mobile contacts will be imported and you’ll be notified at the email address at step 8.
If you’re in need of assistance, don’t hesitate to contact us at DK New Media. We have done extensive implementations and migrations from other mobile marketing platforms to Mobile Cloud.