Last modified May 6, 2016 by Shelly Wolfe

Salesforce Marketing Cloud

salesforce marketing cloud
Salesforce Marketing Cloud is a cloud computing and social enterprise customer relationship management (CRM) system. The Salesforce Adaptor enables you to manage bulk data exports between Swrve and Salesforce and to enhance the Marketing Cloud user journey with Swrve’s mobile behavioral data insights.

Supported Actions

The Salesforce Adaptor supports the following actions:

  • Create a batch CSV file of Swrve user properties and export it to Salesforce
  • Use Swrve events to trigger Marketing Cloud journeys
  • Update users’ contact profile in real time
  • Create new contact records in Marketing Cloud
  • Send transactional email
  • Subscribe or unsubscribe a user from a list

Use Cases

Export Bulk Data from Swrve

The Swrve bulk data export service passes data from Swrve to Marketing Cloud, enabling you to include mobile behavioral data to create richer user profiles in Marketing Cloud. Segment mobile users based on their actions or any user attributes in Swrve. Set up workflows to send a daily bulk export of user properties from Swrve to Marketing Cloud.

Omni-Channel Campaigns

Trigger Swrve user engagement campaigns from Salesforce interactions or marketing journeys. Build lifecycle marketing journeys in Salesforce that trigger campaigns in Swrve. For example, send a push notification to users who do not open marketing emails or initiate a campaign to bring the user back into the app after abandoning items in their shopping cart.

Update User Profile

Use the actions a user completes (or doesn’t complete) within the app to update their user profile in Marketing Cloud in real time.

For more information on how to implement the last two use cases using the Swrve app for Salesforce Marketing Cloud and Journey Builder, see Swrve Salesforce Journey Builder App.

Adaptor Configuration

Step 1: To access the configuration settings, on the Salesforce Adaptor card, click Configure.

Step 2: Complete the following fields as required:

Field Description
Client Id First part of the App Key pair that is generated when you create an app in the Salesforce App Center. Required for transactional data export.
Client Secret Second part of the App Key pair that is generated when you create an app in the Salesforce App Center. Required for transactional data export.
FTP Location The FTP location where you want to upload the contact CSV file to. Required only for the Upload CSV action.
FTP File Path The FTP file path where the contact CSV file will be located. Required only for the Upload CSV action.
FTP Username Username credentials for the FTP site. Required only for the Upload CSV action.
FTP Password Password credentials for the FTP site. Required only for the Upload CSV action.
Username Username credentials for an account that has access to Salesforce Marketing Cloud Email. Required only for Email Campaign metrics.
Password Password credentials for an account that has access to Salesforce Marketing Cloud Email. Required only for Email Campaign metrics.

Step 3: To save the configuration settings, click Save.

After you click Save, the status of the Adaptor changes to Active and the Deactivate button is available. If you Activate or Deactivate the adaptor at any time, the changes apply to both the outbound and inbound actions.

If you are only using Salesforce Marketing Cloud Journey Builder, you might not have a Client Id or Client Secret key available. To have the Salesforce Adaptor activated without the keys, contact your Customer Success Manager at support@swrve.com.

Rule Configuration

This section describes the fields that are included when creating a new rule using the selected action. For most fields, you have the option to manually enter the value or to select a user property from the list to have Swrve automatically populate the value when the rule is processed. For more information on rules, see Creating Amplify Rules.

Create Contact

Create a new user record in Marketing Cloud with the specified information in the set attribute groups.

Field Description
Contact Key The unique identifier for the contact.
Attribute Sets Name Name of the attribute group in Salesforce Contact Builder to which to add the contact information.
Attributes Sets Values Name and value pairs indicating the attribute and applicable value.

Send Transactional Email

Send a transactional email using Marketing Cloud’s triggered send functionality. In order to use this service, you must configure an entry event send definition in Salesforce Email Studio.

Field Description
Template ID The name of the Triggered Send definition.
To Address The recipient’s email address.
Subscriber Attributes Optional subscriber parameters passed in at send time.
Subscriber Key The Salesforce Marketing Cloud identifier for a specific user.

Subscribe / Unsubscribe User

Subscribe or unsubscribe a user from a list.

Field Description
List ID Name of the recipient list that the entry will be added to or removed from.
Subscriber Key The Salesforce Marketing Cloud identifier for a specific user.
Email Address The subscriber’s email address.

Trigger Interaction

Trigger a Journey Builder campaign from an event in Swrve (for example, shopping cart abandonment).

Field Description
Interaction To Trigger The Journey Builder Entry Source or campaign that you want the event to trigger. You must first create the Entry Source or campaign in Journey Builder for it to be available in the list of interactions.
Contact Key The unique ID that identifies the user in Salesforce and Swrve.
Establish Contact Key If set to true, the Contact Key is automatically added to the contact model if it isn’t already included, making it available to be injected into the Interaction.
Event Attributes Properties of the Entry Event’s Data Extension; only required if the Data Extension has required Attributes or a Primary Key.

Update Contact Profile

Update a user’s Contact Profile in the Marketing Cloud Data Extension with a set attribute in real time. To use this action in a Data Extension, you must define the Primary Key.

Field Description
CustomObjectID The CustomObjectID found in the URL of the relevant Data Extension. For example, if you right-click a Data Extension name link in Marketing Cloud and select Copy Link Address or Inspect, the following highlighted text indicates the CustomObjectID: #admin/data-extension/a1234567-bc8d-e901-f23g-45hij6789k01/properties/
Attributes Primary Key Key/value pair of the Data Extension’s Primary Key. The Attributes Primary Key is used to match the user’s profile and is defined in the Data Extension.
Attributes The name and value of the attributes in the Data Extension that you want to update.
Trigger Interaction If set, the Update User Property will also trigger a Journey Builder event.
Interaction To Trigger The Journey Builder Entry Source or campaign you want to trigger. You must first create the Entry Source or campaign in Journey Builder for it to be available in the list of interactions.
Establish Contact Key If set to true, the Contact Key is automatically added to the contact model if it isn’t already included, making it available to be injected into the Interaction.
Event Attributes If the Interaction is connected to a different Data Extension, add any attributes that are being used that are not in the initial Data Extension.

Upload CSV

Creates a CSV file of selected user properties and exports the file from Swrve to the FTP server specified in the Adaptor configuration settings.

Field Description
CSV Schema  Key-value mapping for the CSV headers and row values.
File Identifier A value to include as an identifier when Swrve Amplify generates the file name, in the format yyyy-mm-dd-HH-MM-SS-{identifier}.csv. If you do not include a File Identifier, the default file name is yyyy-mm-dd-HH-MM-SS-Amplify-Data-{App_ID}.csv.
Output File Timezone By default, output files are prefixed with a timestamp in UTC. Select a different timezone if required.
Scheduling Options Sets the conditions at which the accumulated user data is flushed to a CSV file and sent to the FTP server.