Process design, deployment, backup, and monitoring toolbox

• Design data processes between various systems, applications and SFMC simply using a drag & drop editor
• Visual process design: more configuration, less programming
• Graphical presentation of the processes clarifies the logic and makes teamwork easier
• Integrated monitoring and alerting (when using the Control Center module): Comprehensive transparency of processes instead of black boxes, reports on send times, quantities, error types and frequencies as well as engagement information such as openings and clicks.

Transactional Messaging API UI: For all transactional (non-promotional) messages, Salesforce recommends the Transactional Messaging API. For this purpose, data from, for example, the ERP or shop system is transferred to Marketing Cloud via API — but the entire process is virtually invisible to the user. The transactional messaging module in Process Designer makes these processes transparent and configurable:

• Easy and convenient use of the SFMC Transactional Messaging API via a graphical user interface even for non-developers!
• Error-free processes thanks to data validation and performance optimization
• Error logging, monitoring and alerting via FastForward Control Center
• If content is missing or formatted incorrectly, validation shows the error
• The module receives the email content from the corresponding endpoint, validates and transforms it and writes it into a target data extension in SFMC. This is ideal, for example, for simple personalisation of a transactional email
• Thanks to data validation and transformation, Process Designer ensures stable and high-performance processes for sending transactional messages

• Automated backup routines
  Create backups regularly without manual triggering. All SFMC Content Builder assets (e.g. templates, emails, email content, code snippets) as well as data extensions, automation activities can be automatically written to a backup and the backup frequency can be freely defined.
• Change log versioning
  Archiving backups enables a “journey through time” for all assets. The change log offers a clear version display so that, for example, you can specifically select the version before a problem is discovered.
• One click rollbacks
  Recover assets with one click. If all items have been selected for backup, the entire asset system can be reverted to an earlier version. Bugs can be searched for in peace while a stable previous version continues seamlessly

• Error-logging & -classification
  Real-time error logging and classification for flawless data processes: Fault localization and classification according to severity are carried out automatically in real time. Serious and therefore expensive errors, for example due to faulty opt-in processes, are identified and remedied at an early stage. Full transparency across all processes enables quick and targeted support and minimizes maintenance costs
• Visualisation
  Graphical presentation of metrics helps to keep track of things and quickly identify process errors. Visualization of processes, errors or KPIs can be flexibly adjusted via Grafana, from standard values to a completely individualized dashboard.
• Early warning system (alerts)
  To ensure that critical faults do not remain undetected for long, the Control Center offers a corresponding warning system. Individual definition of warning messages based on various thresholds: if error X (or a certain number of errors), then message YZ. Automated monitoring and notification.

• Data deletion
  Delete all records for an individually configurable unique identifier (subscriber key, contact ID, email, etc.). Batch processing of multiple delete requests via CSV upload or via API directly from the CRM. Status information about every deletion request in the user interface and via API request
• Data information
  With two clicks to the complete information file with individually configurable layouts (output formats PDF, CSV or JSON). Access to all data views and data extensions. Per report configuration: process queue and zip file support
• Data validation
  Validation of data directly when entering forms, in particular email addresses, but also postal addresses and telephone numbers. As a result, clean lists, lower hard bounce rate and higher sender reputation. Live validation within journeys using Custom Journey Builder Activity. GDPR-compliant batch validation before launching campaigns, e.g. for old email lists or collected via competitions; checking the availability and validity of addresses avoids sending to trash addresses and spam traps.