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Can someone suggest the best step by step method to integrate Zoom with Marketing Cloud.

 

Like bring in registrant, attendee and Webinar details to Marketing Cloud from Zoom Webinars.

 

#Integration

5 answers
  1. Feb 11, 10:18 AM

    Hi Pratik, 

    The cleanest way to integrate Zoom Webinars with Marketing Cloud is via API + Automation Studio (or a middleware like MuleSoft/Zapier if you prefer low code). 

    Recommended step-by-step approach: 

    1. Create a Zoom JWT / Server-to-Server OAuth app in Zoom Marketplace. 
    2. Use Zoom APIs to pull: 
    3. /webinars/{id}/registrants 
    4. /webinars/{id}/participants 
    5. Webinar details endpoint 
    6. In Marketing Cloud, create: 
    7. Data Extensions for Registrants, Attendees, Webinar Info 
    8. Use: 
    9. SSJS Script Activity in Automation Studio (REST calls to Zoom API), or 
    10. An external middleware (Azure Function / MuleSoft) to fetch + push data into MC via REST API. 
    11. Schedule automation to run post-webinar or daily sync. 
    12. Use SQL queries to segment (Registered vs Attended vs No-Show). 

    If near real-time updates are needed, configure Zoom Webhooks and push data into MC via API. 

    For enterprise setups → Middleware is cleaner.  

    For quick setup → Automation Studio + SSJS works well. 

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Hello together,

one of our customers is currently trying to identify Contacts in All Contacts that qualify for deletion. In order to get an overview of all contacts (and not only subscribers), we created a Mobile List in Contact Builder (using MobileConnect) with one condition (ContactKey is not null) and then queried the list for further analysis (as described by @Rafał Wolsztyniak on stackexchange). So far, so good.

 

Now I'd like to know if there's an easy way to pre-filter Contacts based on the Business Unit they're related to (if any)? We specified the MID for "Business Unit ID" (System Data > Contact > ... ) as an attribute filter in the Mobile List to narrow it down, but this does not return any result, meaning we get an empty list (although we do know that "Business Unit ID" is not empty when we filter for "BU ID is not null").

 

So, when MID is obviously not working, which value do we need to specify as "Business Unit ID"? Any other ideas on how to filter Contacts based on BU? Thanks in advance! #Marketing Cloud

4 answers
  1. Nov 1, 2021, 11:41 AM

    Hi Ramon,

     By default, All Contacts are assigned Top-Level MID for the 'Business Unit MID' attribute, irrespective of the Business Unit they reside in and the deletion only takes place at the Top-level.

     

    If you try the condition Business Unit MID = 'Top-Level MID' in any BU, it would pull all the records (i.e., Top-level + Child BU), and in the case of Business Unit MID = 'Child MID' it would return empty.  

     

    In order to filter the contacts at a BU level, create a list and use Email Demographics(contactsID) / Mobile Demographics(contactID) where ID is not NULL. If needed, pull the records from this list using query and place them in a Data Extension.  

     

    You can also try to filter the contacts using the queries as Pablo mentioned.

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We are using single Contact Key for email, sms, and Push notifications and this contact key is used across our organization and many applications.. How do I use Audience Studio for all these channels by using Contact Key? Can you please explain how do I track the details of SMS and Push notifications and send it to Audience Studio?

@Christina Norton

 

#MCAskAnExpert, #Audience Studio, #SfmcJourney

8 comments
  1. Jan 22, 2025, 2:29 PM

    Hi @Swami Dhamane

    Thank you for the detailed steps! Maintaining a unified Contact Key across email, SMS, and push notifications is a smart strategy for consistent and efficient marketing. Your guide to integrating data with Salesforce Marketing Cloud, tracking engagement, and leveraging Audience Studio for insights is practical and actionable.

    The emphasis on creating a consolidated data extension and automating data flow to Audience Studio will undoubtedly help enhance targeting and personalization efforts. Appreciate you sharing this comprehensive approach.

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@Darryl Brown #MCAskAnExpert - does contacts/emails listed in the auto-suppression / suppression lists count as billing contacts? what are some best practices to keep your contact list under the billing contact threshold?

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We have 3 business units, one is meant for general marketing. The business would like to use the same practice, of uploading a csv, for the current holiday season. If we use 2 of our BUs for integrating with our 2 sales orgs, and one for general marketing - should we stick with uploading csv files process for that 1 BU?

2 answers
  1. Nov 8, 2021, 5:09 PM

    Technically you can do this.  There are a few considerations.  The first is that if you need them to unsubscribe at the enterprise level this could create an issue, since they are viewed as different subscribers.  The second is that you will create more contacts this way, and the final consideration is the BU that you are using Email as subscriber key, you won't be able to use MC connect functionality.

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I have understood the Impression pixel, like how to use them in content Builder, sending hashed email to DMP etc.. but not the click & event tracker to send them to Audience Studio? Can you please elaborate the click & event tracker  and help me to implement in Marketing Cloud?

@Christina Norton

 

#MCAskAnExpert, #Audience Studio , #SfmcJourney

5 comments
  1. Jan 25, 2024, 10:12 AM

    To acquire new customers using Audience Studio and Marketing Cloud, leverage the Lookalike feature in Audience Studio to identify similar audiences. Transfer these leads to Marketing Cloud for further engagement, storing customer details in Data Extensions or All Contacts. Define values for Subscriber Key and Contact Key for effective data management in Marketing Cloud. For more visit: https://mysonicmenu.com/

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 Hi Everyone,

 

I have a journey that is using Salesforce Data as the entry event. This journey evaluates Lead records created in sales cloud and based on the field updates the decision splits is used to  trigger email from Journey Builder to lead records.

 

Here i am choosing Contact Data for the evaluation in Decision split and the path that i am using  is Contact data > Attribute group created during MC Connect  > Lead_Salesforce_1 (Synchronized DE)

 

Issue is that the journey is not evaluating the values via decision splits.

 

#MCAskAnExpert, Could you please suggest me what is the approach that needs to be followed to make this work ?

1 comment
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Hello everyone, we are trying to track the conversion of the email sends of the journey builder in the Sales cloud. What is the best way to create an attribution model of the emails? Can setting up UTM parameters be enough? What's the best way to do it? For now, all we have of the metrics of the journey is open, click rates ...Please help me set up tracking. #MCAskAnExpert #Marketing Cloud #trackingemails

3 comments
  1. Apr 25, 2021, 7:05 PM
    As far as I know there isn’t any out of the box features to track conversions back to crm. You will need a custom solution to connect the data. Also utm parameters alone are not enough to track conversions—you also need to implement web collect tracking to record conversions.
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In Marketing Cloud Email Studio, is there something I need to do to set up the pre-header to display correctly? I am testing an email in which I entered pre-header text, but when I send the test, the preheader only displays as %%PreHeader%%. See email-preheader.png.  There is a dropdown next to the preheader area in the email that says that AMPscript variables must be assigned a value. I assume that  I'm assigning a value when I type in the preheader text in the text box. Please advise on how to get the preheader to display in the test email. 

 

#MCAskAnExpert

1 comment
  1. Apr 14, 2023, 5:28 PM

    I know this is a few years late but in case anyone else runs into this issue, be sure you have a contact selected in your data extension (either the one you plan to send to or a test extension).

    The pre-header and links like View on the Web and Preference Center won’t display properly in your preview/tests without a contact assigned.

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We set up a new BU and new domain during the SAP configuration and were originally advised to set up a dedicated IP and go through the IP warming process for a few weeks. Looking at our send volume (approx. 66k a month) we're quite far from the 250k threshold and were advise to switch back to a shared IP and use our dedicated one if we reach 250k in the next few years.

 

#MCAskAnExpert what are your thoughts on this? Has anyone experienced this? What are the downsides of using a shared IP? Would you recommend it? If you have some case studies, could you please share these? #TrailblazerCommunity #Trailblazers #Marketing Cloud

 

Thanks all! 

6 answers
  1. Feb 22, 2023, 10:35 PM

    Shared IP and dedicated IP has become a debatable topic. Shared IP is governed by Salesforce based on stack Dedicated IP you have the governance right.

    For dedicated IP when they say minimum 250K per month is questionable but that's their recommendation. Some may state it should lube minimum 100K per month. Anyways I don't see a rationale.

    To keep the IP warm up, what I understand is you need to maintain consistent sends per month. Sudden spike can also affect warm up.

    When you use shared IP governed by Salesforce they have the warm up plan to be safe else the whole stack would be affected.

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