Understanding Lytics / Integrations

Salesforce Marketing Cloud

This article covers:

Before you begin

In order to allow Lytics to access your Salesforce Marketing Cloud account, you'll need the following two keys

  • Client ID
  • Client Secret

To get Salesforce Marketing Cloud client keys, see the Marketing Cloud Getting Started guide

The Salesforce Marketing Cloud client keys will need read/write access to Contacts - List and Subscribers, Data - Data Extensions, and Data - Tracking Events to perform all the Marketing Cloud integrations.

Authentication

  1. Navigate to the Salesforce Marketing Cloud integration in the Integrations section of Lytics. sfmc tile

  2. If this is your first time using Salesforce Marketing Cloud you will be prompted to choose one of integrations explained below. Choose one.
  3. Connect Salesforce Marketing Cloud to Lytics by selecting Add Account. NOTE: You will only do this once.
  4. You will be prompted for the Saleforce Marketing Cloud Client keys (see above:

    connect

After adding the client keys, add a description for your auth so it can be identified from other Salesforce Marketing Clouds auths. Then hit "Authorize". Your credentials are now stored securely available for quick use when starting new integrations works.

Import subscribers and activity

Summary
Frequencyevery hour
Streamssmfc_events, sfmc_subscribers
User fieldsemail
Provider fieldsstatus, list_id, subscriber_id, subscriber_key
User activitybounce, click, forward opt-in, forward, open, send, survey, unsubscribe
Campaign contentNo
Click URL paramNone
  1. Navigate to the Salesforce Marketing Cloud integration in the Integrations section. sfmc tile
  2. Click Import Subscribers and Activity to begin import workflow.
  3. Select auth created above.
  4. Select import configuration options. There are a few different combinations of works that are useful.

    To perform the standard import of pulling in new subscribers and activity check Subscribers and Activity checkboxes and hit _Start Import_to start importing new activity and subscribers. This import will run continuously pulling in new subscribers and new email activity. sfmc standard import

    To import subscribers who are already exist in Salesforce Marketing Cloud, start an import setting the dates of subscribers to pull in. This may be a wide range of dates ranging from a few years back (whenever your Marketing Cloud account started) to now. Click Start Import after filling out Subscriber Backfill Start and End Dates.

    sfmc subscriber backfill

    To import historical activity from Salesforce Marketing Cloud, fill in Activity Backfill Start & End Dates with the dates to pull in historical data. It's recommended to pull in about 6 months worth of activity data; pulling in more than a year's worth of activity can slow down processing with little actionable benefit. Click Start Import after filling out the Activity Backfill Start and End Dates.

    sfmc activity backfill

Export to Data Extension

Initiating this workflow exports a subscriber key to a Salesforce Marketing Cloud Data Extension

Summary
FrequencyReal-time, as user enter/leave segment, Data Extension data is updated
WhereA new Salesforce Data Extension
Name"Lytics_" followed by the segment slug that is being exported e.g. Lytics_all
IdentifiersUser chosen key (Marketing Cloud Subscriber Key or Email)
Mapped FieldsNo
Segment MembershipYes
Typeadd/removal
  1. Connect Lytics to Salesforce Marketing Cloud if you have not previously done so. See Authentication above
  2. Select Export to Data Extension. export

  3. Select the Salesforce Marketing Cloud List(s) that you would like to import into Lytics. Select “SAVE” to complete the import. export_select

  4. Hit Start Export. User subscriber keys should be available in the Data Extension within a few minutes of starting the work.

Trigger Journey

Send Lytics user data to a triggered Event Definition in Salesforce Marketing Cloud

Summary
FrequencyReal-time as user enters a segment
WhereSalesforce Marketing Event Definition
NameUser-selected Event Definition
IdentifiersUser-selected defined by Event Definition
Mapped FieldsYes, all Event Definition fields
Segment MembershipNo
Typeadd only, no removal
  1. Connect Lytics to Salesforce Marketing Cloud if you have not previously done so. See Authentication above
  2. Select Trigger Journey export

  3. Configure the work

    • Segment: when a user enters the selected Lytics segment an event will be sent to a Marketing Cloud Event Definition
    • Event Definition: select the Marketing Cloud Event Definition to use. This selection is populated from Marketing Cloud
    • Contact Key: select the field in Lytics that contains the unique Contact Key defined in the selected Event Definition
    • Data Fields: all required Marketing Cloud fields must be mapped. Select the Lytics user field on the left that contains the value that should be sent to the selected Marketing Cloud field on the right.
    • Existing Users: the default option is to leave this unchecked and only initiate events as users enter the Lytics Segment from the start of the work onward. However, to send events for all the users that are currently in the Lytics Segment, check this checkbox.
    • Time-based Triggers: if the selected Lytics segment has date windows, select this export
  4. Hit Start Export. This work will run continuously until it is terminated by a user.