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SFMC项目中七种数据扩展类型
SapotaCorp · 2026-05-24 · via DEV Community

SapotaCorp

"数据扩展"者,泛称也,然SFMC支持数种扩展,其行各异。明其别异,可免于自查表扩展发信,或忘于战前更新筛选扩展也。

此乃吾辈授新进之参考也。

1. 可发信扩展

发信之主型也。其要:

  • 属性中可发送 = 真
  • 一字段,其型为电子邮箱地址
  • 一发送关联,将字段(通常为主键)映射至订阅者键

此乃发送活动或以数据扩展为源设置旅程时所选之数据扩展。无此则发送不可行

2. 查找数据扩展(不可发送)

渲染时 AMPscript Lookup() 拉入邮件模板之参考数据。常见者:

  • 销售代表录:SalesRep_DE,含代表ID、名、电、电话
  • 产品目录:Product_DE,含SKU、名、描述、价
  • 店铺位置:Store_DE,含店铺ID、地址、营业时

不可发送,无需EmailAddress字段。非发送源,乃邮件所用。

3. 滤过之DE

A DE也,施以数据之滤,由此得之,点选分割,不须SQL。例如:"自主DE中选subscribers,其MemberTier为Gold",则得唯Gold之Filtered DE.

要旨:Filtered DE须时时更新,以映源DE之现状。非自更新.

更新之道:

  • 自动化工作室中筛选活动(定期或临时)
  • 手书于電郵工作室

若源数据元素(DE)有变(增新导入、更新),而过滤后的数据元素(Filtered DE)未更新,则过滤后的数据元素存陈旧之数据。针对此元素之活动,将发送至过时之群组。

凡属性筛选之外,若涉联接、计算之复杂者,当以SQL查询活动,书于标准数据环境,勿用过滤数据环境也。

4. 随机数据环境

将源数据环境分作N等随机块。用例:A/B/N测试,需十等组以试十种邮件变体也。

无需SQL。于界面配置分块比例;SFMC随机分派行次。

谨记:

  • 所谓"随机"分配,实乃创生之时已然定之;若再焕新,则随机重置,或使同一订阅者入不同之篓。
  • 若求更精妙之随机分配(如旅程构建者之随机分拆),则旅程之器往往更合用。

5. 共享之DE

A 数据元素置诸于上级企业单元之共享数据扩展文件夹中。企业账户内诸子企业单元皆可访问此元素,无需复制之。

用之当:

  • 多品牌或多区域需共用同一参照数据(如产品目录、店铺列表)。
  • 欲求单一真实之源,而非于各企业单元间同步副本。

访问权限,由共享数据扩展权限设定——各业务单元可读可写。

慎防跨业务单元误写:若两业务单元可写入同一共享数据扩展,须协调模式与导入日程。

6. 发送日志扩展

特设之扩展,记录每封邮件发送之详——谁收何物,何时,主题等。可用以:

  • 审计之需,逾越SFMC之常制十日之存留
  • 合他数据,以成特制之报
  • 考察专送之事件

乃自TriggeredSendDataExtension之模板所创,若与Triggered Sends相合

谨记:试送不书于送录。惟实送乃书。若尔试之而望送录充盈,则无得也。

7. 数据留存之策

凡数据表之立,皆可设留存之策:

  • 去除逾X日之记录——SFMC自净阈限之外之行
  • 去除数据及数据表逾X日——整表消散

用途:

  • 临时性事件注册数据表(事件后30日自净)
  • 擅长处理个人身份信息之数据引擎,其存储之数据不应逾越既定之窗限
  • 任何发送日志或归档数据引擎,当以防数据无界增长

若可能,于创建时即设定保留期限。稍后添加亦可,然不溯及既往,至下次自动化评估方生效

新建数据引擎,择其适型

需发送邮件于此列表发送可参考数据 AMP脚本将查询查询简单属性分段过滤A/B测试随机分割随机跨BU共享参考共享审计/自定义追踪发送日志自动清除旧数据DE带保留策略

多数项目终成混合:一两个可发送DE,数个查询DE,或为多品牌设置共享DE,及对任何暂存数据之保留策略。

取食之道__

创制DE之先,明其类,可免构架之复。决断不过瞬息;既载数据,误类DE之纠,或需日日之功.


营构SFMC之数道乎?吾Salesforce之众,于实境中,运数据之延,共BU之式,存留之策,皆能速成.愿通款曲——>

睹吾辈所营之平台诸务