Managing Risk with Runaway Contact Counts in Salesforce Marketing Cloud (SFMC)
Salesforce Marketing Cloud (SFMC) is a robust platform designed to manage customer engagement and marketing automation. However, one challenge that frequently arises is managing runaway contact counts. This phenomenon can significantly impact the efficiency and cost-effectiveness of your SFMC usage. Let's explore what runaway contact counts are, why they occur, and how to manage them effectively.
What is a Runaway Contact Count?
A runaway contact count occurs when a Data Extension (DE) is configured to bring too many variants of contact records into SFMC. This often results from improperly set synchronization rules between Salesforce CRM (Salesforce.com, or SFDC) and SFMC, leading to duplicate or redundant contacts flooding the system.
Why Do Enterprises Encounter Runaway Contact Counts?
There are several reasons why enterprises face this issue:
- Improper Use of SFMC: Initially, SFMC (formerly ExactTarget) was intended to sync based on unique identifiers like Email Address and Phone Number. Many enterprises deviate from this practice, leading to complications .
- Complex Sync Configurations: With the integration of SFDC, enterprises often set up complex syncs involving various SFDC objects. This setup can inadvertently create multiple instances of the same contact due to differences in data entry or object relationships .
- Redundant Data Syncs: This problem is exacerbated when syncing Campaign Members. If phone and email data exist in multiple locations (e.g., Lead and Contact objects), the system can create duplicates .
Managing Risk with Runaway Contact Counts
To mitigate the risks associated with runaway contact counts, enterprises should adopt a proactive and structured approach:
- Understand Contact Records in SFMC: The first step is to have a clear understanding of what qualifies as a contact record in SFMC. Not all data entries are treated equally, and knowing the specifics can help streamline the synchronization process .
- Strategic Data Extension Synchronization: Plan your Data Extensions carefully. Avoid unnecessary duplicates by setting clear and precise rules for data import. This includes using unique identifiers and minimizing the number of fields synced from SFDC .
- Regular Deduplication: If you choose to sync records based on SFDC record IDs, regularly poll for changes in SFDC records and perform deduplication. Unfortunately, SFMC does not provide a built-in tool for this process, so you'll need to develop a custom solution. This might involve creating scripts or using third-party tools to identify and merge duplicates .
Consequences of Not Managing Contact Counts
Failing to manage your contact counts can have significant repercussions:
- Cost Implications: Salesforce will eventually issue a "friendly" invoice if your contact counts exceed the limits of your contract. This can lead to unexpected expenses and budget overruns .
- Time Constraints for Remediation: Once notified, you'll have a limited timeframe to rectify the situation. This can create a substantial workload for your SFMC administrators and developers, diverting resources from other critical tasks .
- Operational Inefficiencies: Excessive duplicates can slow down your system, reducing the efficiency of your marketing operations and potentially impacting campaign performance .
Best Practices for Preventing Runaway Contact Counts
Here are some additional best practices to keep your contact counts in check:
- Sync based on Email and Mobile Phone - Set up Data Extensions to sync based on email address and mobile phone number, avoid the complications of managing deduplication between unique SFDC record IDs, and instead leverage Salesforce Marketing Cloud as it was originally intended to work as ExactTarget.
- Implement Governance Policies: Establish data governance policies that dictate how and when data should be synchronized between SFDC and SFMC. Regularly review and update these policies to reflect changes in your marketing strategies or business operations .
- Training and Awareness: Educate your team on the importance of data hygiene and the potential impacts of runaway contact counts. Regular training sessions can help ensure everyone follows best practices .
- Leverage Automation: Use automation tools and workflows to monitor and manage contact counts proactively. This can include setting up alerts for anomalies or unexpected increases in contact counts .
- Regular Audits: Conduct regular audits of your contact data to identify and address issues before they escalate. This can help maintain data integrity and avoid costly surprises .
Managing runaway contact counts in Salesforce Marketing Cloud is crucial for maintaining the efficiency and cost-effectiveness of your marketing operations. By understanding the root causes and implementing strategic measures, you can mitigate risks and ensure your contact data remains clean and manageable. Proactive management and regular maintenance can save your organization time, money, and a lot of headaches.
For more detailed guidance and tools on managing your SFMC contact counts, consider requesting a consult with Facet’s Salesforce experts. The investment in proper contact management will pay off in the long run, ensuring your marketing efforts are both effective and efficient.
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