Review Message for Custom Address Fields

Review or create the message draft to determine if custom or personalization fields are required for the address load (example: storage used).

Fit the CSV File to the Salesforce Template

• If requesting a mailing list, ask for NetID, Email, First and Last Name fields. Bulkmail may be the first time an individual's record is introduced to Salesforce, which is why you need all four of these fields.
• Use the Contact Upload Utility CSV template.
  • Do not change the order of the columns. 
  • Custom fields are optional. If used add them as column headers after the Campaign ID column: Custom Upload 1, Custom Upload 2, Custom Upload 3.
• Leave the Campaign ID field blank until the campaign has been created.
• NetID and Email fields must contain valid data. 

Create a Campaign in Salesforce

1. Open Salesforce.
2. Select the waffle grid (9 dots) on the top left and select Marketing Cloud Users.
3. Select the Campaigns tab above the dark blue border.
4. To create a new campaign, select the blue New button in the top right corner.
5. Create a name for the New Campaign (ex: ADFS - EntraID transition) and complete these fields:
   • Active: check this box
   • Type: Email (default is Event)
   • Business Unit: MC (Mass Communications) 
   • Description: short note for your own use or reminder.
6. Click Save in the lower right corner of the window.
7. Copy the Campaign ID value from the URL (a string, following Campaign/, similar to 701RQ00000m2kPlYAI) and save it somewhere.

Complete the CSV File

1. Paste the Campaign ID into the CSV file in the first cell under the appropriate column header.
2. Paste the contents of the first cell for each of these columns into the rest of the rows:
   • Data Primer Template (Campaigns)
   • Data Primer Status (Unprocessed)
   • Data to import (Contact;Campaign Member;Campaign)
   • Campaign ID (a string copied from Salesforce, similar to 701RQ00000m2kPlYAI)

An example of a test file is shown in this image for reference. The gray columns contain unique data in each row. The other columns contain the same information in each row.

3. Save and close the file.

Import the CSV File

1. Return to Salesforce.
2. Click the gear icon in the top right corner and select Set Up. This opens a new window.
3. Using the Quick Find search window, type in Data Import Wizard, then select that entry from the search results.
4. Scroll down and click the dark green Launch Wizard
5. Complete the following:
   • What kind of data are you importing? Custom objects
   • Scroll down the very long list of Custom Objects and select Data Primers
   • What do you want to do? Add new records
   • Scroll down the light blue center column, and check the box Trigger workflow rules and processes for new and updated records
   • Scroll back up to find the Where is your data located? column to the right. Drag CSV file here to upload or click CSV to browse for your file.
6. Select Next in the bottom right corner of the page.
7. Wait for the progress bar to reach the second bullet, Edit mapping, and check the three samples shown in the greyed out columns to the right.
8. If they look correct, select Next. It may take some time for the progress bar to reach Start Import.
9. Select Start Import in the bottom right corner of the page.
10. A Congratulations, your import has started! popup will appear. Select OK to make that pop up go away – or ignore. Clicking OK just opens a new window to the Recently Viewed Contacts.
11. When the import is complete, you will receive an email notification.

Verify the Campaign Record Count

1. Return to the Campaigns tab.
2. Locate and click on the campaign.
3. Scroll down to Campaign Statistics, and compare the Contacts in Campaign count to the CSV row count.

Wait for the overnight sync between Salesforce and Marketing Cloud.

Troubleshooting Missing Records

• Confirm the overnight sync has completed.
• Verify the Campaign ID was copied correctly.
• Verify the Salesforce campaign contains the expected record count.
• Verify the Data Extension filter uses the exact Campaign ID.

Create a Marketing Cloud Data Extension

1. Open Marketing Cloud and select Email Studio, then Email from the dropdown.
2. From the menu at the top of the page select Subscribers.
3. Open the file path Data Extensions > Data Extensions > 02_CIT_COMM > Bulkmail folder.
4. Select Create, then Filtered Data Extension and OK.
5. Beneath Select a Source, select Shared Items > Shared Data Extensions > 01_MassCommunications_Cornell
6. From the panel on the right side of the window, select MC_All_Contacts then OK. 
7. Drag and drop Campaign_Id beneath the Create Filter pane. 
8. Enter the Campaign ID.
9. Select Save & Build.
10. Enter a Name and Description then click Save.
11. Confirm the expected record count.
12. On the Properties tab, in the box that indicates whether it is Used for Sending and Used for Testing select Edit, then check the box Used for Sending and click Save.

Caveats

• Do not send bulkmail to all faculty, all staff, or all students without approvals required by University Policy 5.2.
• Coordinate alumni communications with Alumni Affairs and Development.
• Do not send attachments through bulkmail. Publish content on a webpage and send a link instead.