Integrate Salesforce Marketing Cloud Campaign Data Sync
Sync your Salesforce Marketing Cloud (SFMC) email campaign data to Optimizely Data Platform (ODP) to enrich customer profiles and power segmentation, AI, and reporting.
Configure the integration in SFMC
Create an FTP user
In your SFMC account:
- Expand the username drop-down list and select Setup.
- Go to Data Management > FTP Accounts.
- Click Create User.
Make note of your FTP Username, you need it later.
- The E-mail Address defaults to the one you use for your SFMC account. You can enter a different email if desired.
- Enter a Password, and verify that password in the Repeat Password field.
Make note of your Password, you need it later.
- Under User Permissions, ensure Read Only is selected.
- Enter the following IP addresses for your region in the Allowlist IPs field, clicking Add after each one:
- US – 34.237.255.156, 3.217.239.28, 3.221.234.17
- EU – 176.34.174.196, 108.129.67.69, 54.228.188.40
- AU – 13.211.220.224, 13.238.6.193, 52.65.240.0
- Click Next.
- Under Authentication Options, ensure Password is selected.
- Click Save.
Now, ensure that your FTP user password is not set to expire:
- Go to Security > Security Settings.
- In the Password Policies section, ensure the Exclude FTP Users From Password Expiration field is set to Yes.
- If the Exclude FTP Users From Password Expiration field is set to No, click Edit, select that checkbox, and click Save.
Create an installed package
In your SFMC account:
- Expand the username drop-down list and select Setup.
- Go to Apps > Installed Packages.
- Click New.
- Enter ODP Email Data Sync for the Name and click Save.
- Under Components, click Add Component.
- Select API Integration and click Next.
- Select Sever to Server as your integration type and click Next.
- On the Scope page, make the following selections:
- Channels > Email – Read
- Provisioning > Accounts – Read
- Contacts > Audiences – Read
- Contacts > Contact to Business Unit Mapping – View
- Contacts > List and Subscribers – Read
- Hub > Campaign – Read
- Data > Tracking Events – Read
- Click Save.
- On the Access tab, enable the business units you want the app to target for your ODP account.
- Click Save.
- Go back to the Details tab and keep this window open because you need information from it for the next steps in ODP.
Enable the integration in ODP
In your ODP account:
- Go to Data Setup > App Directory.
- Select the Salesforce Marketing Cloud Campaign Data Sync app.
- Click Install App.
- Click the Settings tab.
- Complete the following fields:
- Sub Domain – Enter the Authentication Base URI from SFMC (see step 12).
- Client ID – Enter the Client Id from SFMC (see step 12).
- Client Secret – Enter the Client Secret from SFMC (see step 12).
- Account ID – In SFMC, expand your account name drop-down list. The account ID is the number that displays after the account name (see step 12).
- Business Unit – Select your desired business unit from SFMC.
- Enter your SFMC FTP Username and Password (from the Create an FTP user section).
Leave the Port as the default value, which is 22.
- Select the identifier to sync from Salesforce to ODP by toggling on either the Email or SFMC Subscriber Key. Ensure at least one identifier is enabled for the sync to function properly.
- Click Verify and then Save.
The data sync is not real-time, so expect a delay for data syncing from SFMC to ODP.
View SFMC data in ODP
Now you can view your SFMC campaign data on customer profiles in ODP. If SFMC email activity syncs to ODP with an email address that already exists, the data is added to the corresponding customer profile.
These events are factored into ODP data science for churn prevention and order likelihood. They are also available in segmentation and reporting.