Do you want to visualise your Salesforce Marketing Cloud data in Data Studio? Are you finding it challenging to load your data from Salesforce Marketing Cloud to Data Studio? If yes, then you’ve landed on the right page! This article aims at providing you with a step-by-step guide to help you integrate Salesforce Marketing Cloud with Data Studio for a fruitful analysis of your marketing campaign performance, strategies and customer behaviour!
Upon a complete walkthrough of the content, you will be able to visualise your Salesforce Marketing Cloud data using Data Studio with ease! It will help you draw crucial insights about your marketing performance and customers. You will be able to provide an enhanced personalised experience to your customers, target them better, & carry out analytics on your customers’ entire journey across numerous channels. It will help you build more engagement, build positive customer relationships and convert more prospects to loyal customers.
Table of Contents
This article will show how you can extract your data from Marketing Cloud to Data Studio using simple steps. You can then proceed to build reports using data from Marketing Cloud on Data Studio.
Why Connect Salesforce Marketing Cloud to Data Studio
Salesforce Marketing Cloud is a tool in the Salesforce ecosystem that provides digital marketing automation services to help businesses understand their customers better. Using the Marketing Cloud, marketers can have two-way, real-time interactions with customers in the form of ads, emails, etc.
By connecting Marketing Cloud to Google Data Studio, you can leverage all the visualization features that Data Studio offers. Data Studio is an easy-to-use and free tool that makes it very attractive to many marketers.
To explore more about Salesforce Marketing Cloud, visit here.
Method 1: Connect Marketing Cloud to Data Studio as a CSV file using Tracking Extract Activity.
By setting up a tracking extract activity and a file transfer activity you can export Marketing Cloud CSV data to your system through an FTP tool. The CSV files can be uploaded to Data Studio for visualization.
Method 2: Using Hevo Data, a No-code Data Pipeline
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Using Hevo, you can very simply move data from Marketing Cloud and many other applications without writing a single line of code for Free. In a matter of minutes, you can get your data on your BI tool to visualize it.
Now let us dive into the first method of connecting Marketing Cloud to Data Studio using Tracking Extract Activity.
Method 1: Using Tracking Extract Activity to Load Data from Marketing Cloud to Data Studio
Here are the steps to load data from Marketing Cloud to Data Studio:
Step 1: Create a Tracking Extract Activity
- First of all, log into your Salesforce Marketing Cloud account and navigate to the automation studio.
- Click on the “Activities” tab and select “Create Activity” on the top-right corner.
- Select the Data Extract option and start configuring your data extract.
- From the Extract Type drop-down, select Tracking Extract in the Marketing Cloud Automation Studio.
- There is a list of tracking extract fields, such as AccountIDs, Attributes, Email Send Definition External Key, etc. that have to be configured.
Description of the Tracking Extract Fields
There are several such fields to be configured. Check out the complete list here.
|Rolling Range vs Specific Range
|Represents the range of time to include in the tracking extract. For a Rolling Range, choose from 1,7,30,60, or 90 days. For a Specific Range, the start and end dates are selected in the calendar fields.
|These are the accounts used to extract tracking data.
|To get this section, first, enable ExtractAttributes for your account. It is the accounts for which you include the Attributes file.
|Email Send Definition External Key
|Used to filter data from a specific send.
|Select one or more from outputs like Attributes, Bounces, Clicks, Conversions, Subscribers, Lists, etc.
|It is the date range to create the tracking extract
|Choose from CSV, TSV, or XML formats to create the tracking extract.
- In the file format field, select CSV.
- Once you are done with the configuration, you can check out the summary of your data extract.
Step 2: Create a File Transfer Activity
- Click on Create Activity in the Activity tab and select File Transfer.
- Enter the Name and Description.
- Now you will see two options: ‘Manage File’ and ‘Move a File From Safehouse’ in the file action option. Select ‘Move a File From Safehouse’.
- Click Next and move on to the Configurations tab. Now, name your file transfer activity with the same pattern as your data extract. Set the destination as “ExactTarget Enhanced FTP”.
Don’t want to deal with the hassle? Try Hevo, a No-code Data Pipeline, for free here!
Step 3: Schedule an Automation
- Next, you need to build automation in Automation Studio to schedule the export activity.
- Navigate to Automation Studio, the Overview tab, and click New Automation. Click Choose to select objects for this activity.
- You can now see the Workflow on the screen. Drag the schedule, file transfer, and data extract activities on to the workflow canvas.
- You can check the success rate of your workflow once you are done with this.
Step 4: Use an FTP Tool to Extract your Data
SFTP stands for Secure File Transfer Protocol. Your Marketing Cloud account comes with an SFTP. In your SFTP folder, Marketing Cloud creates Import, Export, and Reports folders. Any file that stays on Marketing Cloud SFTP for more than 21 days is eligible for removal. It is used to move files around securely. Here is how you set it up:
- Go to Setup -> Data Management.
- Click FTP Accounts.
- Click Add FTP User.
- Enter a new password and save.
The above process will allow you to access your FTP site. If you already have your SFTP set up, just copy your FTP credentials, and URL. Use a third-party FTP tool to access your SFTP server.
- Finally, use your FTP tool and log in using your credentials.
- Now you can extract your data to your computer from the Import folder.
Step 5: Upload CSV Files to Google Data Studio
Here is how you can connect your CSV files extracted from Marketing Cloud to your Google Data Studio Account.
- You will see a pop-up with 3 options. Select “Data Source”.
- In the list of Connectors, you will see an option called File Upload.
- Click it and you will have the option of uploading your CSV file.
- Once you upload your CSV file, it will be shown in the Data Sets column on the left. You can use the “ADD FILES” option to select more CSV files. Click “CONNECT” on the top right corner.
- Click on “CREATE REPORT” on the top-right to load the dataset into your new report.
- You can now create visualizations using Data Studio! Check out this blog to learn more about making awesome reports on Data Studio.
The above method can lead to many complications especially if you want to extract data from multiple sources. So here is the second method.
Method 2: Using Hevo Data
Hevo focuses on three simple steps to get you started:
- Connect: Connect Hevo with Salesforce Marketing Cloud and various other sales & marketing data sources by simply logging in with your credentials.
- Integrate: Consolidate your marketing data from 100+ sources in Hevo’s Managed Data Integration Platform and automatically transform it into an analysis-ready form.
- Visualize: Connect Hevo with your desired BI tool such as Google Data Studio and visualize your unified marketing data easily to gain better insights.
- Secure: Hevo has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
- Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
- Minimal Learning: Hevo, with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
- Robust Integration with BI tools: Hevo supports connecting with numerous BI tools such as Tableau, Looker, PowerBI, Data Studio, etc. in a matter of minutes and lets you analyze your marketing data in a completely secure and hassle-free manner in real-time.
- Hevo Is Built To Scale: As the number of sources and the volume of your data grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
- Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
- Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
- Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.
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You have seen how to connect Marketing Cloud data to Google Data Studio to visualize it. This will help you gain more insights out of your Marketing Cloud data. But in reality, that is not enough. To gain a better understanding of your customers, you need a more unified view using data from a diverse set of sources.
For beginners, this can be very tiresome. Unless you have plenty of time, patience, and technical bandwidth integrating the data manually can lead to unnecessary hassles. Hevo Data can help you manage your data integration tasks saving you time and energy.
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Hevo is a No-Code data pipeline, which automates the process of bringing your data from 100+ sources including 30+ Free sources like Salesforce Marketing Cloud together so that you can visualize it on your BI tool like Google Data Studio. Hevo is completely managed and you don’t have to write any code to use it. It has an amazing user interface.
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Tell us about your experience of loading data from Marketing Cloud to Data Studio. Share your thoughts in the comments section below!
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