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Change-Id: I7abdac7affc832cd151849f49548fe758af90254
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pthoutam-googler committed Mar 28, 2024
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5 changes: 5 additions & 0 deletions CODEOWNERS
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# These owners will be the default owners for everything in
# the repo. Unless a later match takes precedence,
# @thjennifer and @pthoutam-googler will be requested for
# review when someone opens a pull request.
* @thjennifer
21 changes: 21 additions & 0 deletions LICENSE
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MIT License

Copyright (c) 2024 thjennifer

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
80 changes: 80 additions & 0 deletions README.md
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<h1><span style="color:#2d7eea">Google Cloud Cortex Framework for Salesforce Marketing Cloud (SFMC) </span></h1>


<h2><span style="color:#2d7eea">What does this Looker Block do for me?</span></h2>


Get a comprehensive overview of your email broadcast activities and performance of outbound emails for owned media campaigns in Salesforce Marketing cloud platform (SFMC).

Jumpstart your owned media marketing analytics for SFMC by ingesting your email broadcast activities data on SFMC into Google BigQuery with pre-packaged ingestion pipelines and connecting to reporting datasets provided by Google Cloud Cortex Framework Data Foundation for Salesforce Marketing Cloud.

Get out-of-the-box insights on open rate, Click Through Rate (CTR), unique opened mails, Unsubscribe and Bounce rates for email broadcast campaigns in a specified timeframe. Compare and benchmark email broadcasts performance to understand which email communications your customers respond to the best. Rapidly identify trends and patterns in your email broadcasts activities data to optimize your email broadcasts.

You can also extend to insights beyond Marketing with other datasets in Google Cloud Cortex data Foundation that provide reporting views for other enterprise data sources (like your enterprise CRM, ERP systems).



<h3><span style="color:#2d7eea"> What insights are possible? </span></h3>
<h4>Following insights are provided out-of-the-box:</h4>

- **Monthly Overview**
Understand the monthly performance of email broadcasts by analyzing the delivered versus uniquely opened emails together with corresponding open rate.

- **Email Broadcast Performance Overview**
Analyze open rate and click through rate (CTR) per email broadcast compared to the total number of emails delivered and corresponding uniquely opened emails.

- **Email Broadcast Opened Vs Clicked**
Compare the number of uniquely opened emails to the number of email clicks per email broadcast.

- **Open Rate Vs Click Through Rate**
Monitor email broadcasts Open rate and CTR on a weekly basis to understand how your customers are engaging with your email communication and whether the content in the emails is resonating with them.

- **Bounce Rate**
Monitor email broadcast bounce rate - percentage of emails that were rejected by the mail server.

- **Unsubscribe Rate**
Monitor email broadcast monthly unsubscribe rate.

- **Email Broadcast Performance Details**
Review performance metrics across all email broadcasts in a single visualization.


<h2><span style="color:#2d7eea">Required Data</span></h2>

Get the required BigQuery datasets for this block by following the installation instructions for [Google Cloud Cortex Framework](https://github.com/GoogleCloudPlatform/cortex-data-foundation).

<h2><span style="color:#2d7eea">Installation Instructions</span></h2>

Manually install this LookML Model following one of the options below.

<h4> Option A: Marketplace Install via Git </h4>

Refer to the Looker documentation for [Installing a Tool from Marketplace.](https://cloud.google.com/looker/docs/marketplace#installing_a_tool_from_a_git_url) Provide values for the required prompts as outlined in next section Required Parameters.

<h4> Option B: Manual Install via Fork of this Repository </h4>

- [Fork this GitHub repository](https://docs.github.com/en/get-started/quickstart/fork-a-repo#forking-a-repository)
- [Create a blank LookML project](https://cloud.google.com/looker/docs/create-projects#creating_a_blank_project) with any name (e.g., cortex_sap_operational)
- [Connect the new LookML project to the forked repository](https://cloud.google.com/looker/docs/setting-up-git-connection)
- Update the values of constants in the manifest.lkml file as described in the next section Required Parameters
- [Commit and deploy changes to production](https://cloud.google.com/looker/docs/version-control-and-deploying-changes#getting_your_changes_to_production)
With the Looker project based on your forked repository, you can customize the LookML to fit your unique business needs.



<h2><span style="color:#2d7eea">Required Customizations</span></h2>

Required Constant Values are configured during the Installation process.

- **Connection**: In the manifest.lkml file, update the value of the CONNECTION_NAME constant.
- **Google Project ID**: The Google Cloud project where the SFMC reporting dataset resides in BigQuery (i.e. Google Cloud project id). [Identifying Project ID](https://cloud.google.com/resource-manager/docs/creating-managing-projects#identifying_projects).
- **Reporting Dataset**: The deployed Cortex Data Foundation dataset where the SFMC reporting views reside within the Google Cloud BigQuery project. Depending on the deployment settings for the [Google Cloud Cortex Data Foundation](https://github.com/GoogleCloudPlatform/cortex-data-foundation) (see section Required Data), this dataset name would typically be of the pattern ending with _REPORTING.
- **(Optional)** Unhide additional dimensions and measure: Most dimensions and measures have been hidden to simplify reporting and data understanding. However should you find anything valuable missing, simply update the hidden parameters to No in the relevant views.


<h2><span style="color:#2d7eea">Additional Resources</span></h2>


To learn more about LookML and how to develop visit:
- [Looker Best Practices](https://cloud.google.com/looker/docs/best-practices/home)
- [Looker/Google Cloud Training](https://www.cloudskillsboost.google/catalog)
23 changes: 23 additions & 0 deletions cortex-sfmc.model.lkml
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connection: "@{CONNECTION_NAME}"

# include explores and other objects
include: "/explores/**/*.explore"
include: "/dashboards/*.dashboard.lookml"

label: "Cortex SFMC"

datagroup: sfmc_report_default_datagroup {
max_cache_age: "1 hour"
}

persist_with: sfmc_report_default_datagroup

named_value_format: positive_m_or_k {
value_format: "[>1000000]0.0,,\"M\";[>1000]0.0,\"K\";0"
strict_value_format: yes
}

named_value_format: positive_usd_m_or_k {
value_format: "[>1000000]$0.0,,\"M\";[>1000]$0.0,\"K\";$0"
strict_value_format: yes
}
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