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. Select any integration option to begin authorization setup.

  3. Connect Salesforce Marketing Cloud to Lytics by selecting Add Account.

  4. Enter your Salesforce Marketing Cloud Client keys in the Client ID and Client Secret fields. connect

  5. Enter a description to identify this authorization from any other authorizations.

  6. Click Authorize.

Import Salesforce Marketing Cloud subscribers and activity

Import new and existing Salesforce Marketing Cloud subscribers and activity into Lytics.

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. Log into your Lytics account.

  2. Open the Salesforce Marketing Cloud integration or click Data > Integrations and select Salesforce Marketing Cloud from the integrations list.

  3. Select Import Subscribers and Activity.

  4. Identify the authorization you would like to use and click Select.

  5. Select what data you would like to import from Salesforce Marketing Cloud, Subscribers and/or Activity.
    sfmc standard import

  6. Click to > Show Advanced Options to reveal additional integration settings.
    • Business Units: Use this input to select a set of Salesforce Marketing Cloud business units to import. Business unit available to be imported from Salesforce Marketing Cloud are located in the left column. Business units added to the right column will be imported into Lytics. Leave the right column empty to import from all business units. Depending on your authorization settings, leaving empty may cause the import to pull in the All subscriber list from Salesforce Marketing Cloud. To ensure importing from only the business units available to the selected authorization, you must select all the listed business units.
      sfmc business units
    • Get Custom Subscriber Attributes: Check this box if you have custom subscriber attributes to import. This will cause your imports to take a longer time.
    • Subscriber Backfill Start Date: Use in conjunction with Subscriber Backfill End Date to import a set of subscribers who already exist in Salesforce Marketing Cloud. Enter a date string, for example NEED EXAMPLE, in the text box. All subscribers created beginning on this date until the end date will be importing into Lytics.
    • Subscriber Backfill End Date: Use in conjunction with Subscriber Backfill Start Date to import a set of subscribers who already exist in Salesforce Marketing Cloud. Enter a date string, for example NEED EXAMPLE, in the text box. All subscribers created before this date but after the start date will be importing into Lytics.
      sfmc subscriber backfill
    • Activity Backfill Start Date: Use in conjunction with Activity Backfill End Date to import a set of activity that already exist in Salesforce Marketing Cloud. Enter a date string, for example NEED EXAMPLE, in the text box. All activity recorded beginning on this date until the end date will be importing into Lytics. NOTE: Importing more than 6 months of activity data can slow down processing time with little actionable benefit.
    • Activity Backfill End Date: Use in conjunction with Activity Backfill Start Date to import a set of activity that already exist in Salesforce Marketing Cloud. Enter a date string, for example NEED EXAMPLE, in the text box. All activity recorded before this date but after the start date will be importing into Lytics.sfmc activities select
    • Activities: Use this input to select a subset of Salesforce Marketing Cloud activities to import. In most case you can leave the right column empty to import all activities. Activities in left column are Salesforce Marketing Cloud activities available to import. Activities in the left column will be imported into Lytics. NOTE: In large accounts importing all activities, particularly Opens may cause the activity import to not keep up in real time.sfmc activities select
  7. Click Start Import.

Salesforce Marketing Cloud data should start populating in Lytics within a few minutes.

Export to Salesforce Marketing Cloud data extension

Running this work will create a Salesforce Marketing Cloud Data extension with one column containing a selected indentifier field, which usually is email or Marketing Cloud subscriber key. That ID for users in the selected Lytics audience will be continually updated in the Data Extension, with IDs being added/removed as users enter/exit the audience.

Summary
FrequencyReal-time, as user enter/leave segment, Data Extension data is updated
WhereA new Salesforce Data Extension at the parent level of the account
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. Log into your Lytics account.

  2. Open the Salesforce Marketing Cloud integration or click Data > Integrations and select Salesforce Marketing Cloud from the integrations list.

  3. Select Export to Data Extension.

  4. Identify the authorization you would like to use and click Select.

  5. Use the Audiences dropdown to select the Lytics audiences that contains the users that you would like to export to Salesforce Marketing Cloud
    sfmc trigger audience

  6. Use the Key Field dropdown to select the field to export to the data extension as the key. This can be used to join the data extension.
    sfmc trigger key

  7. Click Start Export.

User subscriber keys should be available in the Salesforce Marketing Cloud data extension within a few minutes of starting the export.

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. Log into your Lytics account.

  2. Open the Salesforce Marketing Cloud integration or click Data > Integrations and select Salesforce Marketing Cloud from the integrations list.

  3. Select Trigger Journey.
    export

  4. Identify the authorization you would like to use and click Select.

  5. Configure the work

    • Audience: when a user enters the selected Lytics audience an event will be sent to a Marketing Cloud Event Definition sfmc journey audience
    • Event Definition: select the Marketing Cloud Event Definition to use. This selection is populated from Marketing Cloud sfmc journey eventdef
    • Contact Key: select the field in Lytics that contains the unique Contact Key defined in the selected Event Definition sfmc journey id
    • 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. sfmc journey fields
    • Audience Field: Select a field to write the additional Lytics audiences to. sfmc journey audience field
    • Additional Audience Membership: Select additional Lytics audiences to send to the Audience Field specified above. Audience slugs will be sent concatenated by a comma, field may be limited by size. sfmc journey additional audiences
    • 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. sfmc journey existingusers
    • Time-based Triggers: if the selected Lytics segment has date windows, select this sfmc journey timebased
  6. Click Start Export.

This export will run continuously until it is terminated by a user. For every new user that enters the choosen Lytics audience, the selected data will be written to the Marketing Cloud trigger journey data extension within a couple of minutes.