Disclaimer
This guide ensures that you can successfully add and manage the necessary columns in your Data Extension to accurately track and reflect "Event Name" and "Event Category" data in Marketing Cloud. However, if you connected SalesWings to Marketing Cloud after January 1, 2023, this guide is not relevant to you, as you already have access to these columns.
Introduction
In Marketing Cloud, each column within a Data Extension (DE) functions similarly to a column in a spreadsheet or SQL table. You have the ability to add or remove columns from an existing Data Extension directly within the platform. This guide provides step-by-step instructions on how to add three columns to the Lead-Activity-DE, which will be used to capture and reflect "Event Name" and "Event Category" data.
Before proceeding, consider whether you need to remove all data (i.e., rows) from the Data Extension. For Lead-Activities, it is often advisable to clear all data beforehand since the rows will need to be refreshed after the updates are made.
Benefits of the changes
Segmentation is a key use case in Marketing Cloud when using SalesWings. These changes will enable you to more effectively segment leads, contacts, and accounts that have engaged with your content, such as videos and PDFs, or those who have spent a significant amount of time on a specific webpage (tab open). Make sure to first track those!
Enhanced segmentation can lead to improved CTR results as many of our clients have observed over the past years.
Locating the Data Extension
1. Log in to Marketing Cloud.
2. Navigate to the top menu and follow this path: Email > Subscribers > Data Extensions.
3. Open the Data Extension you wish to modify. You should see a screen similar to the following:
Clearing All Data (Optional)
If you choose to clear the data, follow these steps. If you decide to skip this step, ensure that any new columns added are set as “Nullable” or have a “Default Value,” otherwise, Marketing Cloud may reject the existing data as invalid.
1. Click on the Records tab.
2. Click on the Clear Data button.
Note: The time required to clear the Data Extension depends on the number of rows present. This process may take several minutes.
Adding a Column
1. Click on the Properties tab.
2. Select Edit Fields on the right side of the screen.
3. Click on the + icon to add new columns.
Add the following column definitions:
- Type_Id (possible values are pageVisit or formSubmit or customEvent)
- Event_Category (value is the category of the custom event sent to SalesWings)
- Event_Name (value is the name of the custom event sent to SalesWings)
These columns will be crucial for storing and reflecting data related to the "Event Name" and "Event Category."
Refreshing the Data
1. Navigate to your SalesWings Cockpit > Settings > Marketing Cloud and initiate the data refresh.
Reviewing the Results
The data refresh may take several hours to complete. However, you should begin to see initial results within a few minutes. If you choose to clear all data, tracking the progress will be straightforward.
Note: If the system is experiencing heavy load, the refresh process may take longer than expected.
After the refresh, the Activity-DE should appear as follows:
---
Need more help? Get in touch!