Understanding the Challenge
MCConnect can’t make Account data sendable, and using company email addresses for marketing purposes doesn’t sit naturally with capturing and updating individual subscriber preferences. This is because a company is technically not an individual from a preferences perspective.
Technical Considerations
While it is possible to email any email address in Marketing Cloud, querying the Account synchronized data extension into a new sendable data extension with the Company email address as the sendable field is not the most recommended approach. This method would not allow for the tracking of individual email results and the HasOptedOutofEmail field, which are essential for managing subscriber preferences.
The root cause of this challenge is the fact that MCConnect is designed to work with individual subscriber data, typically stored on Contact records, rather than company-level data stored on Account objects.
Creating a Contact record for each company email address allows for the tracking of individual email results and the HasOptedOutofEmail field, making it a more suitable approach for managing subscriber preferences.
Implementation Steps
To implement this solution, teams can follow these steps: create a new Contact record for each company email address, and then use MCConnect to synchronize the data. This will enable the tracking of individual email results and the HasOptedOutofEmail field.
Additionally, teams can use Apex or SQL to automate the process of creating Contact records and synchronizing data.
example.apex
// Example Apex code to create Contact records and synchronize data
List<Account> accounts = [SELECT Id, CompanyEmail FROM Account];
List<Contact> contacts = new List<Contact>();
for (Account account : accounts) {
Contact contact = new Contact();
contact.AccountId = account.Id;
contact.Email = account.CompanyEmail;
contacts.add(contact);
}
insert contacts;
Best Practices and Recommendations
Checklist for Implementing MCConnect with Account-Level Email Fields
- Create a new Contact record for each company email address
- Use MCConnect to synchronize the data
- Track individual email results and the HasOptedOutofEmail field
- Automate the process of creating Contact records and synchronizing data using Apex or SQL
- Regularly review and update subscriber preferences to ensure compliance with marketing regulations
By following these best practices and recommendations, teams can effectively use MCConnect with account-level email fields and ensure compliance with marketing regulations.
What is the recommended approach for using MCConnect with account-level email fields?
The recommended approach is to create a new Contact record for each company email address and use MCConnect to synchronize the data.
Can I use MCConnect to email company email addresses stored on the Account object?
Yes, but it is not the most recommended approach, as it would not allow for the tracking of individual email results and the HasOptedOutofEmail field.
How can I automate the process of creating Contact records and synchronizing data?
Teams can use Apex or SQL to automate the process of creating Contact records and synchronizing data.
What are the benefits of using MCConnect with account-level email fields?
The benefits include the ability to track individual email results and the HasOptedOutofEmail field, making it easier to manage subscriber preferences and ensure compliance with marketing regulations.
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