Uploading data into Predict is easy. We just need a dataset of subject lines and response metrics: total delivered, total unique opens, and total unique clicks for each subject line. Once there's data in the tool, you can
- Predict subject lines against your data (whoa!), and
- Gain insights into your audience.
There's no limit to the number of datasets you can upload--so go crazy!
The following chapters describe all the steps you need to take in order to upload your campaign history from Salesforce Marketing Cloud (SFMC) to Persado Predict.
A Quick Overview
In order to be able to upload your campaign history from SFMC to Persado Predict you need to follow the steps below:
- Download your campaign history from SFMC
- Upload your data to Persado Predict
Let's dive in step-by-step!
1. Download your campaign history from SFMC
To download your campaign history from SFMC you will need to follow the steps below:
Log into your SFMC account and navigate to “Email”:
Then, go to “Tracking” and “Reports”:
Select “Recent Email Summary” from the “Tracking Reports” list:
On the next page, choose the data you want to export. Select the dates you want to receive results for, the “Time Zone” of your data and exclude your single send emails (emails with only one recipient):
Then, select how you want to receive your results. You can choose between downloading your report through FTP or receiving your report via email. If you have a large campaign history to download, it is recommended to use FTP:
Next, choose the format of your file. Select the “Data File UTF-8 (.csv)” option here. Select the time you want your report to be delivered and click “Submit”:
If you select to use FTP, you will now need to login to your FTP client to download your data. Please note that the credentials here are different from your Salesforce account, please contact SFMC support if you are unsure of your credentials. Once you connect to your FTP server, select the “reports” folder:
There you can find the report you have requested. Download the file to your system:
NOTE: Please make sure that your import has between 20 and 20 thousand subject lines. To do that, open your file using Microsoft Excel or Google Sheets, click on a random cell and press Ctrl+Shift+Down (or Cmd+Shift+Down for Mac users) to navigate to the last row of your data. If your file has more than 20 thousand lines, remove the unwanted lines and save your file in a CSV format.
2. Upload your data to Persado Predict
To upload your campaign history, log in to your Persado Predict account and click on “Upload Data Set” on your dashboard:
Next, press “I Have a File to Upload”:
On the page that emerges select “Browse My Files” or drag and drop your file in the page:
Then, map your file by choosing the headers described below:
Match the Persado Predict fields with the following columns of your spreadsheet and press “Looks Good!”. Please note that the Mandatory fields are required:
Finally, name your data set, select the industry of your results and press “Upload Data Set”:
Your campaign history has now been imported to Persado Predict.