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SalesForce Marketing Cloud (SFMC)

Optimize Deprecation

Uniform Optimize has been deprecated and replaced by Context, a more powerful and flexible personalization solution. Optimize is not being discontinued at this time, but it will not receive updates or new features.

We do not recommend starting a new project with Optimize. If you have an existing project that uses Optimize, you can upgrade your project to Context at no cost using our upgrade guide. If you have any issues with this process you can contact our team.

Setup SalesForce Marketing Cloud

In order to use the SalesForce Marketing Cloud signal in Uniform Optimize, you must first complete some steps in the SalesForce Marketing Cloud dashboard.

  • Login to the SalesForce Marketing Cloud Dashboard
  • Navigate to the Setup page. Typically, you do this by clicking your user name in the upper right corner of the screen, then clicking Setup in the dropdown menu.

Create Marketing Cloud Package

Uniform Optimize needs to be able to fetch information about the emails created within SalesForce Marketing Cloud (SFMC). In order to do this, SFMC requires creating an Marketing Cloud Package that enables Uniform Optimize to communicate with the SFMC data APIs.

  • On the Setup page left navigation, expand Apps, then click Installed Packages.

  • On the Installed Packages page, click the New button.

    • Provide a Name for the package (can be anything)
    • Click Save
  • You should now see the package details page. Click the Add Component button in the Components section of the page.

    • Choose API Integration in the component type selector, then click Next.
    • Choose Server-to-Server in the integration type selector, then click Next.
    • Select Email > Read and Documents and Images > Read in the scope / properties selector, then click Save.
  • On the package details page, you should now see an API Integration component in the Components section.

    info

    Make note of the following values, you will need to provide these values to enable Marketing Cloud access within Uniform Optimize.

    • Client Id
    • Client Secret
    • Authentication Base URI
    • REST Base URI

Enable Web Analytics Connector

Uniform Optimize needs to be able to identify an email when an email recipient clicks a link within an email. In order to do this, you need to add an email ID parameter to email links. This can be done "globally" for all SFMC emails by enabling the SFMC Web Analytics Connector and defining an email ID parameter within the connector.

  • On the Setup page left navigation, expand Data Management, then click Parameter Management.
  • On the Parameter Management page, you should see a section labeled Web Analytics Connector.
    • If not already activated, click the Activate button for the Web Analytics Connector.
      • After activating, click the Edit button.
    • If already activated, click the Edit button.
  • In the Web Analytics Connector editor, add the following text to the end of the value:
    • &sfmc_email_id=%%_emailid%%
    • This will add a sfmc_email_id parameter to every link within a SFMC email.

Create a Marketing Cloud email

If you have enabled the Marketing Cloud Web Analytics Connector, you can create Marketing Cloud emails as you normally would.

Important

With the Marketing Cloud Web Analytics Connector enabled, all links within a Marketing Cloud email will receive the necessary sfmc_email_id parameter added when you send the email.

This behavior also requires you to enable the Track Clicks option during send.

If you don't have Web Analytics Connector enabled, you can still add the sfmc_email_id parameter manually to Marketing Cloud emails. When adding a link/button to the email, add the following string to the link URL: ?sfmc_email_id=%%_emailid%%

Setup Uniform Optimize integration

  • Login to the Uniform Optimize dashboard.

Add the SalesForce Marketing Cloud integration

  • Navigate to the Settings page for the project you wish to use.
  • On the Settings page, click Integrations in the left navigation.
    • Choose SalesForce Marketing Cloud in the list of integrations.

You should now be presented with a form asking for the following values:

  • Client Id
  • Client Secret
  • Authentication Base URI
  • REST Base URI

These values found in the API Integration component of the package you created in Marketing Cloud.

After providing these values, click the Add Integration button.

Add a SalesForce Marketing Cloud Email signal

  • Navigate to the Intents page for the project on which you enabled the Marketing Cloud integration.
  • Select an intent to add a Marketing Cloud Email signal.
  • On the signals page for the selected intent, click the + icon to add a signal.
    • Choose the SalesForce Marketing Cloud Email signal (only available if you have the Marketing Cloud integration enabled).
    • On the signal editor popup, you should see a list of emails retrieved from Marketing Cloud. Select the email you wish to attach to the signal.
      • You will also need to provide name for the signal and optionally adjust the signal strength and other signal parameters.
      • Then click Save.
  • After creating and saving a SalesForce Marketing Cloud Email signal, click the Publish button to publish your changes.