Overview

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Considerations & Use Cases

• This action alone doesn't result in a contact receiving an email ...

This action will both add and remove contacts from a data extension, so it can be used to keep a segment in sync. If a contact already exists, their content will be updated (the 'Add and Update' setting within Salesforce Marketing Cloud). This action is compatible with creating a Data Extension from within Simon and using it for multiple variants in an experiment.

Use Cases

• Keeping a segment and content up to date.
• Experiments with different variants using the same Data Extension

To get started:

1. Create a flow.
2. Under Destination, choose the Salesforce Marketing Cloud channel then the Upsert to Data Extension action.
3. Configure the parameters described below:

Configuration Parameters