The Salesforce Marketing Cloud integration allows you to create campaigns in the Xtremepush platform that will then be available to be triggered from Salesforce Marketing Cloud's Journey Builder.
To start, go to your Salesforce Marketing Cloud account and navigate to Settings > Setup > Apps > Installed Packages and click New. Give a name to your package (e.g, Xtremepush) and click Save. Once done, you will need to add two components to the app: one for the Journey Builder Activity and another for the API integration.
From Settings > Setup > Apps > Installed Packages > Xtremepush application click on the Add Component button, which will open up a window with the different component types.
Select Journey Builder Activity as your component type and click Next . Give a Name to your Journey Builder Activity, select Messages as Category and include the Endpoint URL. Finally click Save.
Contact our support team to obtain the Endpoint URL.
After configuring the Journey Builder Activity, click Add Component again and select API Integration. On the next screen select Server-to-Server as your integration type and click Next. Give full access at Set server-to-server properties section and click Save.
Once you have completed the steps above, open a new tab in your browser and log-in to your Xtremepush account. Navigate to Integrations > Marketplace, select the Salesforce Marketing Cloud card in the Integrations Marketplace tab and click Connect.
You'll need to configure the Connection Settings and Data Mapping sections.
You'll need to retrieve the details for your Xtremepush application in your Salesforce Marketing Cloud by navigating to Settings > Setup > Apps > Installed Packages > Xtremepush application . In particular, you will need:
- Auth Base URL
- Rest Base URL
- SOAP Base URL
- Client ID
- Client Secret
- Client MID: click on your name on the main bar to find your Client MID
- Activity Key: found under the Journey Builder Activity section, where it's referred to as Unique Key
- JWT Token: referred to as JWT signing secret in Salesforce
After filling these details in Xtremepush, click on Fetch Salesforce Attributes. If you do not get any feedback, move to the Data Mapping section.
In this section, you find automatically mapped system attributes, and also the possibility to map your Salesforce custom attributes to Xtremepush custom attributes.
Salesforce custom attributes are shown in the first column. For each of these you can optionally choose to store the value to an Xtremepush attribute, which you can select from the drop-down in the final column.
mobile_number attributes (listed in the Column fields) will be automatically mapped to Xtremepush's system attributes
System attributes are automatically created on Xtremepush. However, in order to map custom attributes you need to create these attributes on the Xtremepush system first. Review our Attributes & tags guide to see how to do so.
Email and phone number attributes
In order to send Email and SMS campaigns, you need to ensure that the email and phone number attributes from Salesforce account are mapped to Xtremepush standard
Navigate to Integrations > Marketplace > Configured Integrations > Salesforce Marketing Cloud > Settings to review and modify the settings.
If you add any new attribute in your data extension at Salesforce Marketing Cloud, you will be able to map it to the appropriate Xtremepush custom attribute from the Data Mapping section of the existing integration.
You can create a campaign in Xtremepush which can be selected to be triggered in the Salesforce Journey Builder custom activity window for Xtremepush.
In Xtremepush, navigate to Campaigns > Create Campaign and choose Single Stage Campaign > Salesforce campaign and follow the usual campaign setup steps.
You can also add your dynamic content using a Salesforce's attribute in your message text via clicking the Salesforce icon and choosing related dynamic attribute from the dropdown.
When you navigate to the Journey Builder from your Salesforce Marketing Cloud to create a multi-step journey, you will now be able to list Xtremepush message activity at the Activities section.
In order to use Xtremepush message activity, you will first need to choose a Data Extension as the entry source (drag it from the left menu). Click on the data extension to select the it from your pre-created data extensions in your Salesforce Marketing Cloud account.
Once that you have selected the data extension, you will be able to manage the Schedule of the journey.
Be aware that if you configure your Salesforce campaign to be sent in the future in Xtremepush but set your journey builder to 'send now' (referred to in Salesforce as 'on activation'), your Salesforce campaign won't be sent by Xtremepush.
Then, drag the Xtremepush activity type into the journey from the Activities > Messages section on the left.
The name that we gave our component when we configured the integration will be the name that will be shown for the Xtremepush message (in this case, we called it Xtremepush).
Click on the Xtremepush activity icon which will open a two step window. On the 1st step (Configuration tab) you'll need to select the campaign you want to trigger in Xtremepush.
Click Next to navigate to Extension Attributes tab to check which attributes will be updated with this journey. Finish your journey by adding as many steps to it as you require and click on Activate once you have finished editing it.
List campaign stats
To check your campaign performance, after sending the journey, you navigate back to your journey and hover your mouse over the XP activity icon, which will show a 'campaign performance' window. Click on Expand button to see the details on campaign performance.
If you use the same Xtremepush campaign in different journeys, campaign stats will present total numbers of all journeys. If you want to see individual campaign stats for each journey, you need to ensure each Xtremepush campaign is only used in one Salesforce journey.
Updated 5 months ago