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Build a Salesforce Report to Send an Email (Person Accounts)

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By following one of the processes below, you will be able to generate a list of all Person Accounts (Patients, PwDs) which can be used to send a Marketing Cloud email. 

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Method 1 - Using a Template Report (recommended if possible)

You may add additional filters to your Report, but do not remove or change any of the filters beyond what is specified in the instructions. Similarly, you may add new fields to your Report, but do not remove any of the fields which exist in the template.

The following outline represents the minimum number of fields and filters required to execute a marketing send in Marketing Cloud. Since patient data labeling and processes varies among affiliate organizations, you may need to add additional filters to your report to achieve your intended segmentation.

  1. Open Salesforce CRM and search for this report: SFMC Template Report - Person Accounts.
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  2. Click on the report name, then select the Save As button.
    Please do not edit the template report directly. This step allows you to make a copy of the template.
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  3. In the dialog that opens, give your new Report a unique name (for example: “[[Country]] - Sendable Person Accounts”), and select a public folder from the Report Folder menu. Select the Save button to save your new Report.
    • Note: Many folders are public folders. If you have trouble finding a suitable folder, save your new Report to “Unfiled Public Reports.”
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  4. Open your new report and click on the Customize button.mceclip2.png

  5.  Check and edit your Date Field to ensure you are targeting the correct range of customers.
    Select the Edit option next to the filter for Main Country. Then, select the icon next to the empty field. 
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  6. In the dialog menu that opens, check the box next to your target country (or countries). Select the Insert Selected button to insert your selections into the filter.
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  7. Finally, select the OK button next to the Main Country filter, and save your report. After saving, you may close your Report.
  8. You are encouraged to include additional filters to segment your report to only the most applicable, targeted records for best engagement results. The filters above are the minimum filters required for sending.

 

Method 2 - Creating Your Own Report 

  1. Create a report in CRM for person accounts, per the normal process.  Please ensure to include the following filters:

    a.  Marketing Email Opt-in equals "Yes"
    b.  Email not equal to "" (don't type anything in the field)
    c.  Main Country equals (then select your country)
    d. Contact: Is Person Account equals "True"

    The report must contain the Person Account Contact ID as one of the columns as shown in the example below. Please be sure the ID begins with 003 and has 15 digits. Also include required columns Email and Marketing Email Opt-in.

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    You are encouraged to include additional filters to segment your report to only the most applicable, targeted records for best engagement results. The filters above are the minimum filters required for sending. 

 

Sending Your Email After You Create Your Report

  1. After creating your report in CRM, go to Marketing Cloud. Open Content Builder and navigate to your email. Click the down pointing arrow mceclip2.png on the far right and select Send.mceclip1.png

  2. On the Define Properties screen, review your Subject and Preheader. In the From Options, review the Saved Send Classification tab and select the appropriate Sender Profile and Delivery Profile (if you use one different from the Default).
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  3. Click Next in the upper right corner.
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  4. Under the Select Audience window, click the Salesforce Reports folder.
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  5. In the Search field, enter the name of the report you created in CRM to locate it.
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  6. In the Sendable column, be sure it says Yes.

    If your report has a "No" in the Sendable column, you are likely missing the correct Contact ID field. If that is the case, go back to CRM, add the Contact ID that begins with a 003# and has 15 digits, then resave your report. (Note: the Sendable Yes/No column can take some time to populate, so if that column is blank, wait a moment.)
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  7. Drag and drop the report to the Targeted field at right.
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  8. Click Next.
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  9. In the Configure Delivery screen, schedule the send as desired. Check the boxes to Track Clicks, Send Tracking Results to Sales Cloud and Multipart MIME.
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  10. Click Next.
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  11. On the Reveiw and Send Screen, review the Audience information in the left pane of the screen. Review the email in right pane to ensure eveything displays correctly on the desktop & mobile views, and the From sending information is correct. When you are certain everything is correct, check the box to verify "This information is correct and this email is ready to send."
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  12. After checking the box mceclip13.png, the blue send button in the upper right will become active. Click Send (if you are scheduling your email to go out at a later time, the blue button will say Schedule.)
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  13. A green confirmation message will appear on the top of the screen.
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