How to verify and enhance email addresses in Salesforce Marketing Cloud with InstantData.
Validating the email addresses on your Salesforce Marketing Cloud list or appending demographics with our Email Intelligence service is super easy. This article covers importing your Salesforce Marketing Cloud list into InstantData for processing and exporting InstantData results back to Salesforce Marketing Cloud after your initial installation of the AtData package in your Salesforce Marketing Cloud account.
Note: For instructions on installing the AtData package in your Salesforce Marketing Cloud account, please watch this video. To install the AtData package from Salesforce Marketing Cloud, please use this link.
Importing Your Salesforce Marketing Cloud List
Your first task is to login to your InstantData account. From here, select the "Salesforce Marketing" integration from the list on InstantData.
The next screen you'll see is a pop up. Here, you'll input your Salesforce Marketing Cloud credentials.
You'll then be sent a verification code to the email address you use for your Salesforce Marketing Cloud account. Enter that code into the field and click "Verify"
Once this is done, you'll have the option to select your list to run through InstantData from the available lists and click the green "Import" button at the bottom right.
Next, you'll proceed through the InstantData platform to select which services you’d like to run with InstantData and click the green “Start” button at the bottom of the page.
Once the data is done running, you can view the results on the List Overview page and purchase the data you need. Remember, you can either download the results to your computer for offline analysis and segmentation or you can export them directly back into Salesforce Marketing Cloud from InstantData.
Exporting InstantData Results to Salesforce Marketing Cloud
To begin exporting your data back into Salesforce Marketing Cloud, click the blue “Get Results” button at the top right.
You'll get a pop-up that displays the options for sending the results to your Salesforce Marketing Cloud account. If you'd rather not send the information back to Salesforce Marketing Cloud just yet, select the "Download Results" tab at the top.
At this point, you can either select:
- Update Data Extension (recommended): This adds InstantData result fields to your data extension in your Salesforce Marketing Cloud account
- New Data Extension: This create a new data extension in your Salesforce Marketing Cloud account with the data you processed and the InstantData result fields you select.
Additionally, you have the option to "Add invalid emails to Auto-Suppression list". If you select this option, all email addresses with an "invalid" validation status will be added to an Auto-Suppression list within your Salesforce Marketing Cloud account. Email campaigns will no longer be sent to these emails.
After selecting your export options, press the green "Continue" button at the bottom to move to the next step.
But first, a quick note on the options and what each involves.
Email Validation Result Options
If you run Email Validation and select "Update List" in the export options, all of the contacts that are validated will be updated.
This "New List" option allows you to choose the results you want to go into the new list. You can hover over each option to see a description of it on the right pane, and if you want even more detail, check out our handy help article on Email Validation result options.
Email Intelligence Result Options
When exporting Email Intelligence results, you have two options:
- all the demographics and behavioral data you purchased by selecting the "All Results" option
- specific, chosen data fields exported by clicking the "Customize" toggle and selecting your desired data fields. Additionally, after purchasing results, when you choose "Customize" you will have the option to further customize your results by category. For example, you can select specific age ranges and genders from the list rather than downloading or exporting all results for that category.
Curious about the data available? Learn more about our Email Intelligence result options.
Starting Your Export
To finish the process, click the green "Export Results" button. You'll be taken to a progress screen as we send your data to Salesforce Marketing Cloud or to your email. Depending on the size of your list, it may take a few minutes to complete.
You can either wait for the process to complete or we'll send you an email to notify you when it's done.
The fields created by InstantData will all start with the prefix "TD " to avoid overwriting any existing fields you may have with the same name.
We hope you enjoy your data!