Marketing Cloud Data Views, in simple terms, are the built-in Backend Data Extensions. It is generally used to fetch information about your subscribers and use that information for future analysis. Although you cannot change Marketing Cloud Data Views, you can still leverage their data in SQL Queries for reports. One of the best Marketing Cloud Data Views providers is Salesforce Marketing Cloud.
Do you use Salesforce Marketing Cloud for your Marketing Analytics? Do you want to work with Salesforce Marketing Cloud Data View? If yes, then you are at the right place. In this article, you will learn about Salesforce Marketing Cloud, its features, and its product. You will also go through Salesforce Marketing Cloud Data Views in detail.
Introduction to Salesforce Marketing Cloud
Salesforce is the most popular and trusted CRM (Customer Relationship Management) platform. Salesforce marketing cloud is the digital automation marketing platform that provides marketing analytics software and services. Salesforce marketing assists digital marketers to target the exact potential buyer or audience.
The Salesforce marketing cloud allows digital marketers to create and manage the marketing campaign with customers.
Key Features of Salesforce Marketing Cloud
Some key features of Salesforce Marketing Cloud are as follows:
- Create and manage bi-directional communication with existing and upcoming potential customers.
- It allows you to collect and analyze the known and unknown customers’ profiles.
- You can measure, report, and analyze the performance of your product in the market, based on it – you can make a future market strategy.
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Introduction to Marketing Cloud Data Views
Marketing Cloud Data views are the compelling functionality of Salesforce Marketing Cloud. It stores the subscriber information and the tracking information of the last six months. You can write a query to get the result of this stored information.
Marketing Cloud Data Views provides the data and metrics that help you to perform impactful analytics for market strategy. You can identify how this data is related, what is their relationship and gain maximum insight from your marketing cloud data.
Data views documentation has all the required information of tables, views, columns of tables, and data types of the tables.
Types of Marketing Cloud Data Views
The data views list is very large; some are listed below:
1) Bounce
You can query _bounce data to view the bounce data for an email in the Salesforce Marketing Cloud in the automation studio.
2) Journey
Contains details regarding the journey builder, such as journey status when it was created, modified, version, and its number.
3) Click
To view the click data from email.
4) Coupon
You can see coupon data by querying _Coupon data view in automation view.
5) Job
To find data of email send jobs.
6) Unsubscribe
To find the unsubscribers from the email list in the Salesforce Marketing Cloud platform.
7) Subscribers
Find the subscriber’s account and their status.
8) PublicationSubscriber
To find the details about the publication list.
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Steps to Set Up Marketing Cloud Data Views
1. Log in to Salesforce Marketing Cloud
- Navigate to the Salesforce Marketing Cloud dashboard and log in with your credentials.
2. Access Query Activities
- Go to Email Studio or Automation Studio, depending on your setup.
- Select Automation Studio > Activities > Query to create a new query.
3. Create a New Query Activity
- Click on Create Activity and choose SQL Query from the available options.
- Enter a name and description for the query activity.
4. Write the SQL Query
- In the query editor, write an SQL query using Data Views (such as Job, Subscriber, Sent, etc.) to access the data you want to analyze.
- Example SQL query to retrieve send data from the Data Views:
SELECT
s.SubscriberKey,
j.JobID,
s.EventDate
FROM
_Sent s
INNER JOIN
_Job j ON s.JobID = j.JobID
WHERE
j.EventDate > '2023-01-01'
- The query can be customized based on your requirements (e.g., selecting different Data Views or filtering data).
5. Define Target Data Extension
- Choose or create a target Data Extension where the query results will be stored.
- Make sure the Data Extension has the correct fields to accommodate the query results.
6. Run the Query
- Once satisfied with the query, click Run to execute it and store the results in the target Data Extension.
Data Views VS Data Extensions
Feature | Data Views | Data Extensions |
Definition | Predefined system tables in Salesforce Marketing Cloud that provide data about sends, opens, clicks, etc. | Custom tables created by users to store marketing and customer data. |
Flexibility | Limited flexibility as they are system-generated and predefined. | Highly flexible; users can define fields and data types. |
Data Structure | Static, with predefined fields and relationships. | Customizable fields, allowing complex data structures. |
Use Case | Primarily used for reporting on email activity and performance metrics. | Used to store customer, subscriber, and transactional data for campaigns. |
Customization | Cannot be modified by users. | Can be fully customized, including adding, deleting, or modifying fields. |
Access | Accessible via SQL queries in Marketing Cloud. | Accessible via SQL queries, API, or Marketing Cloud features like Automation Studio. |
Storage | Not meant for long-term storage; mostly temporary data for reporting. | Designed for long-term storage of marketing and customer data. |
Conclusion
Data views provide an advanced feature in the Salesforce Marketing Cloud for analysis. As you can see, you can not view Salesforce Marketing Cloud Data Views data in the user interface, you need to use SQL query. So, SQL query knowledge is a must while working with data views. But, if you want to integrate your marketing data for in-depth analysis of ads and marketing campaigns, then try Hevo.
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Share your experience of using Salesforce Marketing Cloud Data View in the comment section below.
FAQs
1. What is Data View in Salesforce Marketing Cloud?
Data Views in Salesforce Marketing Cloud are predefined system tables that store key data related to email campaigns, such as sends, opens, clicks, and unsubscribes, which can be queried for reporting and analysis.
2. How do I view Data Extensions in Marketing Cloud?
To view Data Extensions in Marketing Cloud, navigate to Email Studio > Subscribers > Data Extensions. From here, you can view, manage, and query existing Data Extensions.
3. How to configure Marketing Cloud in Salesforce?
To configure Marketing Cloud in Salesforce, integrate the platforms using Marketing Cloud Connect. This involves setting up API user credentials, connecting Salesforce CRM with Marketing Cloud, and configuring data synchronization for seamless workflows.
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