Integrate Salesforce Marketing Cloud Audience Sync
Note
The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences on the Audiences page and is updating the UI on other pages. See Understand audiences to get information on audiences.
Use the Salesforce Audience Sync integration to sync audiences from Optimizely Data Platform (ODP) to a Salesforce Marketing Cloud (SFMC) data extension. You can make this a recurring sync or a one-time sync.
Update API app consent setting
You only need to complete the instructions in this section if your app consent setting for the API channel is set to Opted Out. This setting must be set to Opted In for this app to successfully send data.
- Go to Settings > App Consent Settings in ODP.
- Set the Api app's Default Consent to Opted In.
- Click Update Consent in the confirmation prompt.
Configure and enable the integration
Before you can configure a recurring or one-time data sync between ODP and SFMC, you must create a package for this integration in SFMC. When that is complete, you need to install the app and complete the settings for the integration in ODP.
Create ODP Audience Sync package in SFMC
Note
You must mark blank data extension fields as nullable. If you do not, your data extension fields will not be sent to Salesforce.
In your SFMC account:
- Go to Setup > Apps > Installed Packages.
- Click New.
- Name your new package ODP Audience Sync and click Save.
- Click Add Component under Components.
- Select API Integration and click Next.
- Select Sever to Server as your integration type and click Next.
- Make the following selections within Scope Access:
- Data Extensions – Read, Write
- Accounts – Read
- Click Save.
- Click the Access tab and enable the business units you want the app to target for your ODP account.
- Click Save.
- Go back to the Details section and keep this window open because you will need information from it for the next steps in ODP.
Enable the integration in ODP
To enable the SFMC integration in ODP:
- Go to Data Setup > App Directory.
- Select the Salesforce Audience Sync app.
- Click Install App.
- Click the Settings tab.
- Complete the following fields:
- Sub Domain – Enter the Authentication Base URI from SFMC (see step 11).
- Client ID – Enter the Client Id from SFMC (see step 11).
- Client Secret – Enter the Client Secret from SFMC (see step 11).
- Account ID – Expand your account name drop-down list in SFMC. The account ID is the number that displays after the account name (see step 11).
- Click Verify.
Now that the integration is enabled, you must configure a recurring or one-time data sync to begin syncing your ODP audiences to SFMC.
Recurring sync
To configure a recurring sync between ODP and SFMC, you must first create a data extension in SFMC that clears itself once per day to get the new audience members from ODP. Then, create a daily, recurring activation in ODP to sync the data to SFMC.
Create a data extension for recurring sync in SFMC
To create your target data extension in Salesforce Marketing Cloud:
- Go to Email Studio > Email > Subscribers > Data Extensions.
- Click Create.
- Select Standard Data Extension and click OK.
- Enter the Name of your data extension and select the Is Sendable? checkbox.
- Click Next.
- Toggle the Retention Setting to On and complete the following settings:
- In the Delete section, select All records.
- In the Period section, set to After 1 Days and select the Reset period on import checkbox.
- Click Next.
- Set email address as the primary key for this integration:
- Name – Enter your desired name (such as Email).
- Data Type – Select EmailAddress.
- Primary Key – Select this checkbox.
- (Optional) Add up to four additional data extension fields to sync (for example, first name, last name, and so on).
- Expand the Send Relationship drop-down list and select Email.
- Click Create.
Create a recurring campaign in ODP
Now, create a behavioral campaign and configure your recurring sync in ODP:
- Go to Activations > Overview.
- Click Create New Campaign.
- Click Behavioral.
- Click Create From Scratch.
- Enter a name for your campaign that represents the data you are syncing to SFMC (for example, VIP Customers).
- Select your desired audience and click Apply, or click Create New Segment, select your desired audience conditions, and click Save.
- Expand Enrollment Rules and toggle the must not have matched this campaign in the last 7 days setting to off.
- Expand Touchpoints.
- Click to edit Touchpoint 1 and select Salesforce Audience Sync.
- Select a messaging identifier from the drop-down list in the Targeting section to target which profiles to send to SFMC.
- Complete the following fields in the Configure section:
- Business Unit – Select your target business.
- Data Extension – Select the target data extension you recently created.
- Subscriber Key Identifier Mapping – Select which data extension field you want to send the target identifier to.
- Primary Key – Select Email Address to use {{customer.email}} as the primary key. If you selected a subscriber key in the previous step, this is chosen as the primary key. Select None to create your own primary key in SFMC or to not use any primary key.
- Number of Additional Fields – (Optional) Select the number of additional SFMC data fields you want to sync (up to 20).
Note
A drop-down list and input field displays for the number of additional fields you selected. In each Field # drop-down list, select the SFMC field you want to populate. In each corresponding Field # Value, enter the ODP customer attribute you want to send into the selected SFMC field. For example, if you selected First Name from the Field # drop-down list, enter {{customer.first_name}} for the corresponding Field # Value.
- Click Save, and then click your campaign name in the breadcrumb trail at the top of the page.
- Click Select start time and schedule.
- Select Recurring and set your desired Start Date and Timing.
Note
End defaults to Never. If you want to end the SFMC integration on a specific date, set that here. Ensure that Repeats is set to Daily and Repeat Every is set to 1 day.
- Click Apply.
- Click Save and then click Go Live. Your sync starts at your designated start date/time.
Note
You may need to refresh your SFMC window for the records to display in your data extension.
One-time sync
To configure a one-time sync of an ODP audience to an SFMC data extension, you must first create a data extension in SFMC. Then, create a one-time campaign in ODP to sync the data to SFMC.
Create a data extension for one-time sync in SFMC
To create your target data extension in Salesforce Marketing Cloud:
- Go to Email Studio > Email > Subscribers > Data Extensions.
- Click Create.
- Select Standard Data Extension and click OK.
- Enter the Name of your data extension and select the Is Sendable? checkbox.
- Click Next.
- Ensure the Retention Setting is Off.
- Click Next.
- Set email address as the primary key for this integration:
- Name – Enter your desired name (such as Email).
- Data Type – Select EmailAddress.
- Primary Key – Select this checkbox.
- (Optional) Add up to four additional data extension fields to sync (for example, first name, last name, and so on).
- Expand the Send Relationship drop-down list and select Email.
- Click Create.
Create a one-time campaign in ODP
Now, create a one-time campaign and configure your sync in ODP:
- Go to Activations > Overview.
- Click Create New Campaign.
Note
If you do not have access to the Activations page, contact your Customer Success Manager.
- Click One-Time.
- Click Create From Scratch.
- Enter a name for your campaign that represents the data you are syncing to SFMC (for example, VIP Customers).
- Select your desired audience and click Apply, or click Create New Segment, select your desired audience conditions, and click Save.
- Expand Enrollment Rules and toggle the must not have matched this campaign in the last 7 days setting to off.
Note
This should not affect a one-time campaign, but turning this setting off ensures you will not have any issues if you rerun this campaign.
- Expand Touchpoints.
- Click to edit Touchpoint 1 and select Salesforce Audience Sync.
- Select a messaging identifier from the drop-down list in the Targeting section to target which profiles to send to SFMC.
- Complete the following fields:
- Business Unit – Select your target business.
- Data Extension – Select the target data extension you recently created.
- Subscriber Key Identifier Mapping – Select which data extension field you want to send the target identifier to.
- Primary Key – Select Email Address to use {{customer.email}} as the primary key. If you selected a subscriber key in the previous step, this will be chosen as the primary key. Select None to create your own primary key in SFMC or to not use any primary key.
- Number of Additional Fields – (Optional) Select the number of additional SFMC data fields you want to sync (up to 20).
Note
A drop-down list and input field displays for the number of additional fields you selected. In each Field # drop-down list, select the SFMC field you want to populate. In each corresponding Field # Value, enter the ODP customer attribute you want to send into the selected SFMC field. For example, if you selected First Name from the Field # drop-down list, enter {{customer.first_name}} for the corresponding Field # Value.
- Click Save, and then click your campaign name in the breadcrumb trail at the top of the page.
- Click Select start time and schedule.
- Enter the Send Date, Send Time, and select your Time Zone.
- Click Apply.
- Click Save and then click Go Live. Your sync starts at your designated start date/time.
Note
You may need to refresh your SFMC window for the records to display in your data extension when the sync is complete.