Hi All, I am trying to create a report on the Activation that's published from Data Cloud to SFMC. How can we do this if I'm changing the criteria in the same segment but publishing it to the same target and want different reports for each Activation sent
To generate different reports for each activation sent from Data Cloud to SFMC using the same segment and target, you need to add unique identifiers to the data being activated. When you modify a segment's criteria and publish it, Data Cloud sends the updated segment to the same Data Extension (DE) in SFMC by default, overwriting the previous data.
Here is a step-by-step method to build and report on your activation data for each specific send:
Step 1: Create a unique identifier for each activation
You need a field to distinguish between different activations, even if the segment and target remain the same. This can be achieved using a Data Cloud formula field.
- In Data Cloud, go to Data Streams.
- Navigate to the relevant Data Model Object (DMO) that is the source of your segment.
- Click New Formula Field and create a new field named something like Activation_Date_Tag__c or Activation_Run_Id__c.
- For the formula, use a static string value or a date/timestamp to uniquely identify each activation run. For example, “Q3_2025_Promo” or simply now() to capture the time of activation.
- Save the formula field.
Step 2: Add the unique identifier to your segment
- Go to the Segments tab in Data Cloud and open the segment you are using.
- In the segment builder, add the new Activation_Date_Tag__c formula field as an attribute.
- Ensure you have added the correct criteria for the specific audience you want to activate.
- Important: When you are ready to activate for a new reporting period, you must create a new version of the segment. Update the formula field's value to a new unique identifier (e.g., “Q4_2025_Promo”). This is the key to separating your report data.
Step 3: Map the identifier during activation
- Go to the Activations tab in Data Cloud and create a new activation for your segment.
- During the mapping process to your SFMC Data Extension, map the Activation_Date_Tag__c formula field from Data Cloud to a corresponding text field in your SFMC Data Extension.
- You can also include other relevant attributes, such as IndividualId, to link the activated data to specific profiles.
- Activate the segment. Each time you run an activation with a new tag, the data will be sent to the same DE but will be distinguishable by the new tag value.
Step 4: Build your report in Marketing Cloud
- In SFMC, navigate to Analytics Builder and then Reports.
- The activation data is stored in the Shared Data Extension you defined as the target.
- To report on a specific activation run, filter your report by the Activation_Date_Tag__c field.
- For example, to view the data for your Q3 2025 promotion, add a filter where Activation_Date_Tag__c is equal to Q3_2025_Promo.
- You can also leverage Tracking Data within SFMC to generate standard or customized reports on email sends and engagement related to this specific activation.
Step 5: Automate data separation (optional but recommended)
To ensure that data from different activations doesn't get mixed, especially if you have an automated process, you can create a separate Data Extension for each activation period.
- Use Automation Studio in SFMC to run a scheduled query after each activation.
- The query would pull all data from the shared DE into a secondary, purpose-built DE (e.g., DE_Q3_2025_Promo) based on the Activation_Date_Tag__c filter.
- This method ensures that your reporting data is permanently separated for each activation and is not overwritten by subsequent activations.