top of page
  • Writer's pictureLeila

Step-by-Step Guide to implement a SFMC journey with dynamic data

Updated: Apr 2, 2023

Imagine you are organizing a fan-tas-tic event, everyone is buzzing and talking about this event. It will be so much fun! the website for the event registration is live, including capturing the RSVP's, including syncing the captured data to the CRM.

And now a stakeholders comes knocking on your door ***lastminute***

"Hey, can you make an awesome automated journey with Marketing cloud for this event?

Sure you can!

In this step-by-step guide SFMC.Essentials helps you to break down on creating a dynamic event invite journey.

By the end of this guide, you'll know how to:

  1. Create a journey that triggers when someone registers for an event

  2. Send a registration confirmation email

  3. Dispatch a reminder email before the event

  4. Deliver a thank you for attending or sorry we missed you email

  5. Dynamically populate the email templates with event details based on SF campaign data

Ready to create an engaging and personalized event journey? Let's dive in!

Step 1: Preparing Your Data

First, you need to ensure that all event-related data, including registration information and event details, is stored in a Salesforce campaign. This will allow you to access the data when populating your email templates. Make sure to include fields such as event name, date, time, location, and any additional details.

Step 2: Creating the Journey
  1. Log in to Salesforce Marketing Cloud and navigate to the 'Journey Builder' module.

  2. Click 'Create New Journey' and select 'Multi-Step Journey.'

  3. Give your journey a descriptive name, such as 'Dynamic Event Invite Journey,' and click 'Create.'

Step 3: Setting the Entry Event
  1. In the Journey Builder canvas, click 'Define Entry Event.'

  2. Select 'Campaign Member' and choose the Salesforce campaign containing the event data.

  3. Set the criteria for entry: when a contact's 'Status' equals 'Registered.'

  4. Click 'Done.'

Step 4: Building the Journey

Now, you'll add the necessary journey activities, including sending the various emails.

  1. Drag the 'Send Email' activity onto the canvas and connect it to the entry event.

  2. Click 'Select Email' and choose or create the registration confirmation email.

  3. Configure the email settings, including sender name, sender email, and subject line.

  4. Use the dynamic content feature to populate the email with event details using the 'AMPscript' or 'Handlebars' syntax.

  5. Click 'Done.'

SFMC.Essentials bonus - example syntax

Next, add a wait activity to delay the reminder email.

  1. Drag the 'Wait' activity onto the canvas and connect it to the registration confirmation email.

  2. Set the wait duration to your preferred time before the event (e.g., 1 day or 12 hours).

  3. Click 'Done.'

Now, add the reminder email.

  1. Repeat steps 1-5 from 'Building the Journey' with the reminder email content.

  2. Adjust the wait duration, if necessary, and click 'Done.'

Finally, add the post-event email.

  1. Drag another 'Wait' activity onto the canvas and connect it to the reminder email.

  2. Set the wait duration to your preferred time after the event (e.g., 1 day or a few hours).

  3. Click 'Done.'

  4. Drag another 'Send Email' activity onto the canvas and connect it to the post-event wait activity.

  5. Click 'Select Email' and choose or create the thank you for attending/sorry we missed you email.

  6. Configure the email settings and populate it with dynamic content as before.

  7. Click 'Done.'

Step 5: Activating the Journey

Once you're satisfied with the journey, click 'Activate' in the top-right corner. Your dynamic event invite journey is now live!

Congrats, you now have the knowledge how to make a dynamic event journey!

Finding yourself needed some extra pair of brains? Have a quick video-call with one of the SFMC.Essentials fixers

bottom of page