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Contact Key & Subscriber Key for Non-CRM Contacts (Adding Sales & Service Cloud Later)

What are the benefits of Subscriber key Migration?Issue with using ContactID as subscriber key in Marketing CloudMarketing Cloud Connect Syncing Email sent from ET back to a Contact Email Send Related listWhat is the difference between Primary Key Contact ID, Contact Key, Subscriber Key and Subscriber ID?Marketing Cloud Connect and Subscriber KeyDeleted Contacts in marketing cloud impacting CRM intergrationSubscriber Key for Non-CRM contactsDuplicate records in All Contacts after create a PopulationWhat are the benefits of Subscriber key Migration?With Person Account activated, what Salesforce ID as Subscriber Key/Contact Key in SFMC?

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2

We currently do not have SalesCloud set up but it is on the road map. We are looking to first setup MC and will be emailing current customers and any newsletter signups.

How do I generate a Subscriber Key and/or Contact Key for these contacts who are not in any type of CRM? And is there any planning I can do, knowing that one day in the future we will be adding SFDC Sales & ServiceCloud and will want to use Contact/Lead id so that data passes across the different clouds?

marketing-cloud contactbuilder marketing-cloud-connector subscriber-key

share|improve this question

edited 5 hours ago

Jackson Chen

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2

We currently do not have SalesCloud set up but it is on the road map. We are looking to first setup MC and will be emailing current customers and any newsletter signups.

How do I generate a Subscriber Key and/or Contact Key for these contacts who are not in any type of CRM? And is there any planning I can do, knowing that one day in the future we will be adding SFDC Sales & ServiceCloud and will want to use Contact/Lead id so that data passes across the different clouds?

marketing-cloud contactbuilder marketing-cloud-connector subscriber-key

share|improve this question

edited 5 hours ago

Jackson Chen

2,36722 gold badges66 silver badges2828 bronze badges

asked 8 hours ago

Joseph LaGruttaJoseph LaGrutta

1111 bronze badge

New contributor

Joseph LaGrutta is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.

add a comment | 

We currently do not have SalesCloud set up but it is on the road map. We are looking to first setup MC and will be emailing current customers and any newsletter signups.

How do I generate a Subscriber Key and/or Contact Key for these contacts who are not in any type of CRM? And is there any planning I can do, knowing that one day in the future we will be adding SFDC Sales & ServiceCloud and will want to use Contact/Lead id so that data passes across the different clouds?

marketing-cloud contactbuilder marketing-cloud-connector subscriber-key

share|improve this question

edited 5 hours ago

Jackson Chen

2,36722 gold badges66 silver badges2828 bronze badges

asked 8 hours ago

Joseph LaGruttaJoseph LaGrutta

1111 bronze badge

New contributor

Joseph LaGrutta is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.

share|improve this question

edited 5 hours ago

Jackson Chen

2,36722 gold badges66 silver badges2828 bronze badges

asked 8 hours ago

Joseph LaGruttaJoseph LaGrutta

1111 bronze badge

New contributor

Joseph LaGrutta is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.

share|improve this question

edited 5 hours ago

Jackson Chen

2,36722 gold badges66 silver badges2828 bronze badges

asked 8 hours ago

Joseph LaGruttaJoseph LaGrutta

1111 bronze badge

New contributor

Joseph LaGrutta is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.

edited 5 hours ago

Jackson Chen

2,36722 gold badges66 silver badges2828 bronze badges

edited 5 hours ago

Jackson Chen

2,36722 gold badges66 silver badges2828 bronze badges

asked 8 hours ago

Joseph LaGruttaJoseph LaGrutta

1111 bronze badge

New contributor

Joseph LaGrutta is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.

asked 8 hours ago

Joseph LaGruttaJoseph LaGrutta

1111 bronze badge

1 Answer
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4

Your scenario isn't a very complicated one so no need to overthink this.

As you do not have the CRM when starting out, there are no restrictions on what you can or may set as the SubscriberKey.

Ideally you should generate a unique value for each subscriber, and it should not be the Email address or a phone number. Data type should be text, even if you use a numeric value as the SubscriberKey.

The only thing to consider is that after connecting Sales Cloud these non-CRM concacts will not synchronise any tracking to Sales Cloud and should not be used together in automations / data extensions together with Sales Cloud records.

Here's what I would recommend:

1. Create a unique key for every subscriber as SubscriberKey, data type as text.


2. Do your emailings/automations by using the custom SubscriberKey until you get Sales Cloud in place and integrated.


3. Import the non-CRM subscribers to Sales Cloud as new records and honor their subscription preferences. This way they will be re-created in Marketing Cloud in synchronised data extension as new lead/contact records with Sales Cloud Contact/Lead ID's.


4. Export send history for the non-CRM contacts from Marketing Cloud.


5. Delete the non-CRM contacts from Marketing Cloud.

This way you'll end up with a clean database in Marketing Cloud where your contacts are properly recognized by their Salesforce record ID's and history tracking is synchronising back to Sales Cloud.

share|improve this answer

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges

• 
  
  
  

  
  1
  

  
  
  
  
  
  

  
  
  It is worth mentioning, that all the native tracking history on SFMC will be lost. If you want to maintain it, you would need to perform Subscriber Key migration once you connect Sales Cloud: salesforce.stackexchange.com/questions/265607/…
  
  – Lukas Lunow
  7 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  If they don't have a CRM and it's temporary I wouldn't be opposed to using email address as the key. It can still be recommended to have a dedicated 'Subscriber/Contact Key' data extension field that's text, but it could be populated with an email address. This makes it a bit easier if you're using triggered sends, data can be posted directly from website/forms and you don't need to worry about pulling in another ID field that may not be exposed.
  
  – AnonWonderer
  36 mins ago
  
  

  
  
  
  

add a comment | 

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4

Your scenario isn't a very complicated one so no need to overthink this.

As you do not have the CRM when starting out, there are no restrictions on what you can or may set as the SubscriberKey.

Ideally you should generate a unique value for each subscriber, and it should not be the Email address or a phone number. Data type should be text, even if you use a numeric value as the SubscriberKey.

The only thing to consider is that after connecting Sales Cloud these non-CRM concacts will not synchronise any tracking to Sales Cloud and should not be used together in automations / data extensions together with Sales Cloud records.

Here's what I would recommend:

1. Create a unique key for every subscriber as SubscriberKey, data type as text.


2. Do your emailings/automations by using the custom SubscriberKey until you get Sales Cloud in place and integrated.


3. Import the non-CRM subscribers to Sales Cloud as new records and honor their subscription preferences. This way they will be re-created in Marketing Cloud in synchronised data extension as new lead/contact records with Sales Cloud Contact/Lead ID's.


4. Export send history for the non-CRM contacts from Marketing Cloud.


5. Delete the non-CRM contacts from Marketing Cloud.

This way you'll end up with a clean database in Marketing Cloud where your contacts are properly recognized by their Salesforce record ID's and history tracking is synchronising back to Sales Cloud.

share|improve this answer

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges

• 
  
  
  

  
  1
  

  
  
  
  
  
  

  
  
  It is worth mentioning, that all the native tracking history on SFMC will be lost. If you want to maintain it, you would need to perform Subscriber Key migration once you connect Sales Cloud: salesforce.stackexchange.com/questions/265607/…
  
  – Lukas Lunow
  7 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  If they don't have a CRM and it's temporary I wouldn't be opposed to using email address as the key. It can still be recommended to have a dedicated 'Subscriber/Contact Key' data extension field that's text, but it could be populated with an email address. This makes it a bit easier if you're using triggered sends, data can be posted directly from website/forms and you don't need to worry about pulling in another ID field that may not be exposed.
  
  – AnonWonderer
  36 mins ago
  
  

  
  
  
  

add a comment | 

4

Your scenario isn't a very complicated one so no need to overthink this.

As you do not have the CRM when starting out, there are no restrictions on what you can or may set as the SubscriberKey.

Ideally you should generate a unique value for each subscriber, and it should not be the Email address or a phone number. Data type should be text, even if you use a numeric value as the SubscriberKey.

The only thing to consider is that after connecting Sales Cloud these non-CRM concacts will not synchronise any tracking to Sales Cloud and should not be used together in automations / data extensions together with Sales Cloud records.

Here's what I would recommend:

1. Create a unique key for every subscriber as SubscriberKey, data type as text.


2. Do your emailings/automations by using the custom SubscriberKey until you get Sales Cloud in place and integrated.


3. Import the non-CRM subscribers to Sales Cloud as new records and honor their subscription preferences. This way they will be re-created in Marketing Cloud in synchronised data extension as new lead/contact records with Sales Cloud Contact/Lead ID's.


4. Export send history for the non-CRM contacts from Marketing Cloud.


5. Delete the non-CRM contacts from Marketing Cloud.

This way you'll end up with a clean database in Marketing Cloud where your contacts are properly recognized by their Salesforce record ID's and history tracking is synchronising back to Sales Cloud.

share|improve this answer

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges

• 
  
  
  

  
  1
  

  
  
  
  
  
  

  
  
  It is worth mentioning, that all the native tracking history on SFMC will be lost. If you want to maintain it, you would need to perform Subscriber Key migration once you connect Sales Cloud: salesforce.stackexchange.com/questions/265607/…
  
  – Lukas Lunow
  7 hours ago
  

  
  
  
  


• 
  
  
  

  
  

  
  
  
  
  
  

  
  
  If they don't have a CRM and it's temporary I wouldn't be opposed to using email address as the key. It can still be recommended to have a dedicated 'Subscriber/Contact Key' data extension field that's text, but it could be populated with an email address. This makes it a bit easier if you're using triggered sends, data can be posted directly from website/forms and you don't need to worry about pulling in another ID field that may not be exposed.
  
  – AnonWonderer
  36 mins ago
  
  

  
  
  
  

add a comment | 

Your scenario isn't a very complicated one so no need to overthink this.

As you do not have the CRM when starting out, there are no restrictions on what you can or may set as the SubscriberKey.

Ideally you should generate a unique value for each subscriber, and it should not be the Email address or a phone number. Data type should be text, even if you use a numeric value as the SubscriberKey.

The only thing to consider is that after connecting Sales Cloud these non-CRM concacts will not synchronise any tracking to Sales Cloud and should not be used together in automations / data extensions together with Sales Cloud records.

Here's what I would recommend:

1. Create a unique key for every subscriber as SubscriberKey, data type as text.


2. Do your emailings/automations by using the custom SubscriberKey until you get Sales Cloud in place and integrated.


3. Import the non-CRM subscribers to Sales Cloud as new records and honor their subscription preferences. This way they will be re-created in Marketing Cloud in synchronised data extension as new lead/contact records with Sales Cloud Contact/Lead ID's.


4. Export send history for the non-CRM contacts from Marketing Cloud.


5. Delete the non-CRM contacts from Marketing Cloud.

This way you'll end up with a clean database in Marketing Cloud where your contacts are properly recognized by their Salesforce record ID's and history tracking is synchronising back to Sales Cloud.

share|improve this answer

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges

share|improve this answer

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges

answered 8 hours ago

RainRain

3,30522 gold badges1010 silver badges3131 bronze badges