Export audiences
Overview
In this destination service, DinMo DinMo will create lists of contacts and keep them up to date in SFMC.
To create an activation, you will need to go through these three steps:
Create a Salesforce Marketing Cloud destination. Refer to the corresponding section for more info.
Create a segment or a model composed of all the rows that will populate the Salesforce audience list.
Activate the segment or model to the Salesforce destination to start sending data. Refer to the corresponding section for more info.
Each time the activation is running:
Any new user entering your DinMo segment or model will be added to your SFMC list
Any user leaving your DinMo segment or model will be removed from your SFMC list
Destination setup
To start synchronising audiences, you are first required to create a Salesforce Marketing Cloud destination with the corresponding destination service.
In this process, you must specify how data will be transferred:
Either using an FTP user. In this case, you must indicate the file transfer location
Either through Amazon S3. In this case, you must again indicate the file transfer location.
Configuring Amazon S3 Access
Amazon S3 Access requires you to input an AWS role ARN to give DinMo write access to your S3 bucket at the file transfer location.
In order to do so, you must add this role arn to the role's trust policy : arn:aws:iam::724998534403:role/DinmoS3AccessorRole-dinmo-prod
Here is an example of a trust policy with that role :
{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Principal": {
"AWS": "arn:aws:iam::724998534403:role/DinmoS3AccessorRole-dinmo-prod"
},
"Action": "sts:AssumeRole"
}
]
}Here is a minimal policy granting s3 access to a role
{
"Version": "2012-10-17",
"Statement": [
{
"Effect": "Allow",
"Action": [
"s3:ListBucket"
],
"Resource": "arn:aws:s3:::example-bucket"
},
{
"Effect": "Allow",
"Action": [
"s3:GetObject",
"s3:PutObject",
"s3:DeleteObject"
],
"Resource": "arn:aws:s3:::example-bucket/*"
}
]
}
Activation configuration
Once the destination has been setup, and your DinMo model or segment is created, you can create an activation to start sending data to Salesforce right away.
Optional: Setup default activation settings
At the end of the destination creation, you will be proposed to setup Default Activation Settings. This step is optional, but is highly recommended to facilitate the activation process.
By configuring default settings, synchronizing all your audiences to Meta will just take one click. Without default settings, you will be required to go through this configuration each time you activate a new audience.
Note that even if you setup default settings, you will still be able to adjust activation settings for each of your audiences if you wish to.
In the Fields mapping section, you are asked to specify which field corresponds to the Contact Key of the users of the segment. This is the field that SFMC will use to recognise the contacts sent by DinMo.
Any non mapped fields in your segment will not be sent to Salesforce Marketing Cloud. SFMC will use these fields to enrich your customer list.
Scheduling
In this section, specify how often the list should be updated in SFMC. Every time the list is updated:
Any new user having entered your DinMo model or segment since the last update will be added to your list, if and only if this user is already an existing SFMC contact
Any user having left your DinMo model or segment since the last update will be removed from your list
Warnings
In this section, specify if you want to receive warning for your Salesforce Marketing Cloud activation.
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