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Extracting Purchaser Data from Azure Synapse for Marketing Automation

vikranth-0706 180 Reputation points
2024-07-04T09:11:47.34+00:00

I'm looking to connect Azure Synapse Analytics with a marketing automation platform. My goal is to identify recent purchasers from my existing Azure Synapse data and send them targeted emails using the marketing platform. While I can handle sending emails through the platform's API, I'm unsure how to best extract the list of purchasers from Azure Synapse.

Azure Synapse Analytics
Azure Synapse Analytics
An Azure analytics service that brings together data integration, enterprise data warehousing, and big data analytics. Previously known as Azure SQL Data Warehouse.
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  1. Smaran Thoomu 12,100 Reputation points Microsoft Vendor
    2024-07-04T10:17:40.84+00:00

    Hi @vikranth-0706
    Thanks for the question and using MS Q&A platform.

    To achieve that integration between Azure Synapse Analytics and your Salesforce Marketing Platform, let's walk through the steps involved:

    • Create a Linked Service: This acts as a bridge between Synapse and Salesforce. enter image description here To identify the server name for Salesforce, navigate to the Synapse overview section. enter image description here enter image description here
    • Connect to Salesforce:
      • Search for the "Salesforce" connector in the list of available options.
      • Once selected, you'll be prompted to configure details like credentials and authentication.
      • Test the connection to ensure proper setup.
      enter image description here enter image description here

    For more information, please refer: Copy data from and to Salesforce using Azure Data Factory or Azure Synapse Analytics

    Also, you mentioned that you want to send emails after the purchaser list is transferred to your marketing automation platform. However, the provided reference (Azure Data Factory sending emails on pipeline failure with Batch Service) addresses a different scenario (handling pipeline failures).

    Hope this helps. Do let us know if you any further queries.

    If this answers your query, do click Accept Answer and Yes for was this answer helpful. And, if you have any further query do let us know.

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  2. Amira Bedhiafi 18,501 Reputation points
    2024-07-04T11:47:44.6233333+00:00

    My idea is the following, you can write a SQL query to extract the data of recent purchasers. I am assuming that you have a table called Purchases with columns PurchaseID, CustomerID, PurchaseDate, and Email !

    SELECT CustomerID, Email
FROM Purchases
WHERE PurchaseDate >= DATEADD(day, -30, GETDATE());

    Then you can export the query results to a CSV file or another format supported by your marketing automation platform.(either using ADF or directly from the Synapse workspace)

    You need to schedule the pipeline to run periodically (for example daily) to ensure the list of recent purchasers is always up to date.

    After the data is exported, set up an integration with your marketing automation platform to import the CSV file. Most marketing automation platforms have APIs to handle data imports.

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