In order to grasp the workings of Marketing Cloud Intelligence, we need first to wrap our heads around its organization. The interface comprises three tabs.<\/p>\n\n\n\n
Connect and Mix<\/strong><\/h3>\n\n\n\nOver here, you can integrate and unify all your marketing data and insights across various platforms and data providers. Google Analytics, Facebook Ads, Adwords, Instagram, Twitter- Marketing Cloud Intelligence allows you to connect to any platform of your choice. Additionally, it can consume data either by ingesting flat files such as .csv, .xls, and .json or through technical vendors like Amazon, MySQL, MongoDB, and the like. Once the data has been fed, you can easily combine data from different sources and obtain a comparable view, a process known as harmonization. This, you can achieve using various tools available in Marketing Cloud Intelligence\u2019s Harmonization Center, like Classification Files, Naming Patterns, and calculated measurements and dimensions.<\/p>\n\n\n\n
Analyze and Act<\/strong><\/h3>\n\n\n\nThis section allows you to accomplish a host of things, including reporting across all channels and campaigns, receiving actionable insights on your data, measuring KPI performances, and activating data on a third-party platform. This section contains two main features:<\/p>\n\n\n\n
- Pivot tables: They help you generate patterns and comparisons, thereby enabling you to dive deeper into your data from several perspectives. Additionally, over here, you can design custom reports without employing query formulas. Once a pivot table is created, you can convert it into a scheduled report or export it locally.\u00a0<\/li><\/ul>\n\n\n\n
To create a pivot table from scratch, you need to execute the following steps:<\/p>\n\n\n\n
- Click \u201cPivot Tables\u201d on the Analyze and Act tab.<\/li>
- Next, click the \u201c+\u201d icon.<\/li>
- Click \u201cAdd a Field\u201d. Here, you need to specify the dimensions and measurements of your pivot table. Keep in mind that by default, measurements are placed in values and dimensions in rows. By manually dragging them, you can alter the format.\u00a0<\/li>
- Once you are satisfied with your configuration, you can close the Add Data window.<\/li>
- Now, choose the data range as well as the manner in which you wish to display dates. You have three options to select from- Period name, Period first day, Period first day (calendric).<\/li>
- If you wish to apply a filter, navigate to the Filters section. Here, click the \u201c+\u201d icon to choose one of your liking. For a more expeditious route, you can make use of the filter icon present in the relevant column header in the table.<\/li>
- Dimensions and measurements specified, and filters applied, the next thing that you need to do is name your pivot table.\u00a0<\/li>
- Set \u201cVizualize\u201d to ON if you want to visualize your data in a chart.<\/li>
- Next to the Visualize toggle button, you\u2019ll be able to spot the \u201cFlat table\u201d icon. By clicking on it, you\u2019ll be able to see your pivot table as a flat table.<\/li>
- Click More Actions to save, download, or export your pivot table.<\/li>
- There\u2019s an upper limit to the number of rows your pivot table can have- 8000. Once you reach that limit, you\u2019ll be instantly notified.\u00a0<\/li><\/ol>\n\n\n\n
- Goals: With the help of goals in Marketing Cloud Intelligence, you can easily track your progress against metrics you have defined, derive actionable insights for your data, and obtain real-time notifications for your KPIs.<\/li><\/ul>\n\n\n\n
To create a goal in Salesforce Marketing Cloud Intelligence, carry out the following steps:<\/p>\n\n\n\n
- In the Analyze and Act tab, expand Goals.<\/li>
- Next, expand Goals List.\u00a0<\/li>
- Now, click Add New.<\/li>
- You\u2019ll find yourself in the General section, where you\u2019ll be required to specify the name of your goal, the measurement you wish to target in it, the type of your measurement, and the parameters that need to be fulfilled for the goal to be considered successful.\u00a0<\/li>
- Define your goal\u2019s time period. By applying a target value to the time period, you can make it more granular.<\/li>
- Choose a dimension with which you want your goal to be affiliated.<\/li>
- Specify your goal\u2019s granularity.<\/li>
- Next, you need to define the ranges for the success rate of the goal.<\/li>
- Choose if you want to specify the goal\u2019s value automatically or manually.<\/li>
- Finally, select the goal\u2019s success rate calculation- you can either choose to compare the number of impressions accomplished up to a point at a definite pace to your desired goal and obtain a percentage of the success rate or compute the rate by comparing the present status to your final target.<\/li><\/ol>\n\n\n\n
Visualize<\/strong><\/h3>\n\n\n\nThis is arguably the section that holds the most interest for marketers, for it is here where they can design custom dashboards to spot as well as convey actionable insights and complex data relationships. The best part? All of it can be achieved on the platform\u2019s user-friendly canvas with a simple drag-and-drop maneuver. Sky\u2019s the limit regarding the possibilities one can manufacture with custom visualizations in Salesforce Marketing Intelligence Cloud. <\/p>\n\n\n
This section allows you to accomplish a host of things, including reporting across all channels and campaigns, receiving actionable insights on your data, measuring KPI performances, and activating data on a third-party platform. This section contains two main features:<\/p>\n\n\n\n
- Pivot tables: They help you generate patterns and comparisons, thereby enabling you to dive deeper into your data from several perspectives. Additionally, over here, you can design custom reports without employing query formulas. Once a pivot table is created, you can convert it into a scheduled report or export it locally.\u00a0<\/li><\/ul>\n\n\n\n
To create a pivot table from scratch, you need to execute the following steps:<\/p>\n\n\n\n
- Click \u201cPivot Tables\u201d on the Analyze and Act tab.<\/li>
- Next, click the \u201c+\u201d icon.<\/li>
- Click \u201cAdd a Field\u201d. Here, you need to specify the dimensions and measurements of your pivot table. Keep in mind that by default, measurements are placed in values and dimensions in rows. By manually dragging them, you can alter the format.\u00a0<\/li>
- Once you are satisfied with your configuration, you can close the Add Data window.<\/li>
- Now, choose the data range as well as the manner in which you wish to display dates. You have three options to select from- Period name, Period first day, Period first day (calendric).<\/li>
- If you wish to apply a filter, navigate to the Filters section. Here, click the \u201c+\u201d icon to choose one of your liking. For a more expeditious route, you can make use of the filter icon present in the relevant column header in the table.<\/li>
- Dimensions and measurements specified, and filters applied, the next thing that you need to do is name your pivot table.\u00a0<\/li>
- Set \u201cVizualize\u201d to ON if you want to visualize your data in a chart.<\/li>
- Next to the Visualize toggle button, you\u2019ll be able to spot the \u201cFlat table\u201d icon. By clicking on it, you\u2019ll be able to see your pivot table as a flat table.<\/li>
- Click More Actions to save, download, or export your pivot table.<\/li>
- There\u2019s an upper limit to the number of rows your pivot table can have- 8000. Once you reach that limit, you\u2019ll be instantly notified.\u00a0<\/li><\/ol>\n\n\n\n
- Goals: With the help of goals in Marketing Cloud Intelligence, you can easily track your progress against metrics you have defined, derive actionable insights for your data, and obtain real-time notifications for your KPIs.<\/li><\/ul>\n\n\n\n
To create a goal in Salesforce Marketing Cloud Intelligence, carry out the following steps:<\/p>\n\n\n\n
- In the Analyze and Act tab, expand Goals.<\/li>
- Next, expand Goals List.\u00a0<\/li>
- Now, click Add New.<\/li>
- You\u2019ll find yourself in the General section, where you\u2019ll be required to specify the name of your goal, the measurement you wish to target in it, the type of your measurement, and the parameters that need to be fulfilled for the goal to be considered successful.\u00a0<\/li>
- Define your goal\u2019s time period. By applying a target value to the time period, you can make it more granular.<\/li>
- Choose a dimension with which you want your goal to be affiliated.<\/li>
- Specify your goal\u2019s granularity.<\/li>
- Next, you need to define the ranges for the success rate of the goal.<\/li>
- Choose if you want to specify the goal\u2019s value automatically or manually.<\/li>
- Finally, select the goal\u2019s success rate calculation- you can either choose to compare the number of impressions accomplished up to a point at a definite pace to your desired goal and obtain a percentage of the success rate or compute the rate by comparing the present status to your final target.<\/li><\/ol>\n\n\n\n
Visualize<\/strong><\/h3>\n\n\n\n
This is arguably the section that holds the most interest for marketers, for it is here where they can design custom dashboards to spot as well as convey actionable insights and complex data relationships. The best part? All of it can be achieved on the platform\u2019s user-friendly canvas with a simple drag-and-drop maneuver. Sky\u2019s the limit regarding the possibilities one can manufacture with custom visualizations in Salesforce Marketing Intelligence Cloud. <\/p>\n\n\n
- Goals: With the help of goals in Marketing Cloud Intelligence, you can easily track your progress against metrics you have defined, derive actionable insights for your data, and obtain real-time notifications for your KPIs.<\/li><\/ul>\n\n\n\n
![\"Salesforce\"](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/09\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg\")
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