SalesForce Marketing Cloud (SFMC)
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 clickingSetup
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, expandApps
, then clickInstalled Packages
.On the
Installed Packages
page, click theNew
button.- Provide a
Name
for the package (can be anything) - Click
Save
- Provide a
You should now see the package details page. Click the
Add Component
button in theComponents
section of the page.- Choose
API Integration
in the component type selector, then clickNext
. - Choose
Server-to-Server
in the integration type selector, then clickNext
. - Select
Email > Read
andDocuments and Images > Read
in the scope / properties selector, then clickSave
.
- Choose
On the package details page, you should now see an
API Integration
component in theComponents
section.infoMake 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, expandData Management
, then clickParameter Management
. - On the
Parameter Management
page, you should see a section labeledWeb Analytics Connector
.- If not already activated, click the
Activate
button for theWeb Analytics Connector
.- After activating, click the
Edit
button.
- After activating, click the
- If already activated, click the
Edit
button.
- If not already activated, click the
- 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.
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, clickIntegrations
in the left navigation.- Choose
SalesForce Marketing Cloud
in the list of integrations.
- Choose
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
.
- Choose the
- After creating and saving a
SalesForce Marketing Cloud Email
signal, click thePublish
button to publish your changes.