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How Do You Run Event-Triggered Campaigns in SFMC?

Use Journey Builder entry events (API, Salesforce Data, File Drop, CloudPage, Audience) with governed data, consent, and decisioning to launch right-time, right-channel messages—transactional or promotional—at scale.

Connect with Salesforce expert Take Revenue Marketing Test

Direct Answer

In SFMC, event-triggered campaigns are built in Journey Builder by defining an Entry Event (API Event, Salesforce Data Event, CloudPage form, File Drop, or Audience change) that injects a contact using a stable Contact Key. You pass the event payload into the journey, then orchestrate decisions, waits, and channel activities (Email/SMS/Push/In-App/Ads) with guardrails for consent, frequency, and transactional vs. commercial sends. Success is measured by conversion events you post back (e.g., order placed, case closed, opportunity won).

What You Need in Place

Event Catalog — Define the moments that matter (signup submitted, cart updated, case opened, product activated, usage milestone, renewal risk).
Entry Sources — Choose API Event (real-time POST), Salesforce Data Event (CRM change), File Drop (batch), or CloudPage form to start journeys.
Schema & Keys — Map event fields to a Data Extension; standardize ContactKey, Consent/Locale, and identifiers (AccountId, OrderId).
Decisioning — Use Decision Splits, Engagement Splits, and Wait Until to deliver at the moment of highest intent.
Compliance — Respect opt-in, classification (transactional vs. commercial), send throttles, quiet hours, and suppression rules.
Observability — Define conversion events and postbacks; monitor entry, exits, and path performance with dashboards and alerts.

SFMC Event-Triggered Campaign Playbook

Follow this sequence to move from ad-hoc sends to governed, real-time programs.

Model → Ingest → Orchestrate → Classify → Validate → Launch → Observe → Optimize

  • Model events: Build an event catalog and data contract (JSON) for each trigger; align to Contact Key and consent attributes.
  • Ingest data: Create the Data Extension and Event Definition (API Event or Data Event); ensure primary keys and sendable attributes are correct.
  • Orchestrate paths: In Journey Builder, wire Entry Event → Decision/Warm-up waits → Email/SMS/Push; branch by product, lifecycle stage, or locale.
  • Classify sends: Mark activities as Transactional when they provide critical service info; otherwise use commercial classification with frequency caps.
  • Validate content: Use test payloads, Contact Preview, and path testing; include fallbacks for missing fields and language.
  • Launch safely: Start in Stopped with a canary audience, enable entry, then scale; set concurrency and re-entry rules.
  • Observe & alert: Track entry counts, exits, bounces, conversions; route anomalies to ops via email or Slack webhook.
  • Optimize: A/B test subject/creative, tune waits, and add rescue paths (e.g., cart reminder → price drop → win-back).

Event-Triggered Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Identity & Consent Email-only keys, inconsistent opt-in Stable ContactKey, purpose-based consent, locale/timezone awareness RevOps/Privacy Reachable Audience %, Complaint Rate
Event Ingestion Manual imports API/Data Events with schema validation and retries Data/Marketing Ops Event Freshness (p95), Error Rate
Decisioning Single path Dynamic splits by behavior, value, lifecycle Lifecycle Marketing Conversion Rate, Time-to-Action
Classification & Policy Mixed send types Transactional vs. commercial rules, quiet hours, caps Compliance/Deliverability Deliverability, Unsubscribe/Spam Rate
Observability Opens/clicks only Path analytics, conversion postbacks, anomaly alerts Analytics Revenue/Case Resolutions/Orders
Continuous Tests One-off A/B Always-on tests and holdouts Lifecycle Marketing Incremental Lift, ROMI

Client Snapshot: From API Event to Activated Customer

A subscription brand posted signup_completed events to SFMC and launched a Journey with locale-aware content and frequency caps. Result: faster first-use, lower complaint rate, and higher 30-day retention. Explore results: Comcast Business · Broadridge

Map your triggers to The Loop™ and govern the operating model with RM6™ for durable lift in acquisition, activation, and retention.

Frequently Asked Questions about Event-Triggered SFMC Journeys

What’s the fastest way to trigger a real-time journey?
Use an API Event with a validated schema. Post the payload with ContactKey and consent fields; enable re-entry rules as needed.
How do Salesforce CRM changes start a journey?
Create a Salesforce Data Event listening to object changes (e.g., Opportunity stage, Case status) and map fields to the entry event.
How do we handle transactional vs. promotional?
Mark critical service messages as Transactional; for commercial sends apply frequency caps, quiet hours, and suppression audiences.
What if an event arrives with missing fields?
Include defaults and guardrails (Decision Splits for required fields, failsafe exits, and notifications to ops on validation errors).
How do we measure business impact beyond clicks?
Post back conversion events (orders, activations, resolutions) and connect to BI to report incremental lift and ROMI.

Operationalize Event-Triggered Journeys

We’ll design your event model, build governed entry events, and launch always-on programs that respect consent while driving conversions.

Get the Revenue Marketing eGuide Check the Revenue Marketing Transformation
Explore More
Revenue Marketing Transformation (RM6™) Revenue Marketing Index Customer Journey Map (The Loop™)

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