Salesforce Marketing Cloud - Journey Builder Connection

How to connect BlueConic profiles with Salesforce Marketing Cloud Journey BuilderWhat: With the BlueConic Salesforce Marketing Cloud-Journey Builder connection you can use BlueConic profile data to add someone to a journey. The connection lets you send events to the Journey Builder API to create personalized interactions and direct a user's journey in Journey Builder based on BlueConic profile events and data. The connection adds customers to a journey in real time uses batch exports to remove users from journeys.

About BlueConic: The BlueConic customer data platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

Why: By sending BlueConic profile data to Salesforce Marketing Cloud - Journey Builder, you can trigger customer journey events based on data from BlueConic, to create more personalized interactions in Journey Builder. By using BlueConic's unique behavioral data collection engine, you can enable a highly relevant marketing programs for triggered emails and campaigns.

How the Journey Builder Connection works

You can use the BlueConic connection to Salesforce Marketing Cloud - Journey Builder to export BlueConic profiles to Journey Builder if a particular profile property changes. This enables you to use BlueConic information to determine if a user should be added to a journey that you have defined in Salesforce Marketing Cloud - Journey Builder.

The BlueConic profile property you select serves as a trigger to add a profile to a journey in Salesforce Marketing Cloud. You can also specify that users should be removed from a journey if their profile is no longer part of a segment or lifecycle stage you specify.

To use the Journey Builder connection, you create a connection, authenticate your connection to Salesforce Marketing Cloud, create at least one export goal, where you match identifiers and map the data export to a journey, and then run the connection.

Adding a Salesforce Marketing Cloud - Journey Builder Connection

To add the Salesforce Marketing Cloud - Journey Builder plugin to your BlueConic tenant, contact your Customer Success Manager to have it installed in your environment. Then follow the steps below to create and configure the connection.

  1. Choose Connections in the navigation bar.
  2. Click Add Connection.
    How to add a Salesforce Marketing Cloud Journey Builder connection in BlueConic
  3. A pop-up window appears. Select Show all. Enter “Salesforce Marketing Cloud” in the Search bar.

    Choose the Salesforce Marketing Cloud - Journey Builder Connection.

     

    How to use BlueConic customer data to trigger Salesforce Marketing Cloud Journey Builder events
    The Salesforce Marketing Cloud - Journey Builder Connection page opens. You can expand or collapse metadata fields (favorite, labels, and description) by clicking the gray + or .
  4. Enter a name for the connection at the top of the page.

Configuring a Journey Builder Connection

To authenticate the connection between BlueConic and Journey Builder, you'll need your Salesforce Marketing Cloud-Journey Builder subdomain (for example, email.your-domain.com), client ID, and client secret. You can retrieve your Salesforce Marketing Cloud client ID and client secret from your Salesforce Marketing cloud environment.

Setting up the connection in BlueConic

In the Journey Builder connection you created in BlueConic, click Set up and run in the left-hand panel. 

  1. In the Authentication section, enter your Salesforce Marketing Cloud subdomain for Journey Builder.
    The subdomain resembles the one used in the Salesforce Marketing Cloud (FTP) connection, for example "mcz8xnd5n73yxvr69cvs3nfqb4l4".
  2. Enter your Salesforce Marketing Cloud client ID and client secret.

Data exchange shows the number of profiles exported via the connection.

Journey-builder-run-connection.png

Next you establish goals for the data export.

Exporting data to Salesforce Marketing Cloud - Journey Builder

Now that you've configured the connection, you can set up the export goal to send data to Journey Builder for BlueConic profiles. In the left-hand panel, click the Add goal button and choose Send events to Salesforce Marketing Cloud - Journey Builder to open the page where you configure the data.

  1. Specify a BlueConic customer segment.
    Journey-Builder-select-segment.png
    Only profiles currently in this customer segment (and optionally, in the current lifecycle stage) will have data exported to Journey Builder. 
  2. Select BlueConic trigger(s).
    Journey-Builder-triggers.png
    Select one or more BlueConic profile properties whose updates or changes will trigger the export to Journey Builder. A profile is added only once to the journey; users who have been removed from a journey can be added again later.
  3. Specify a Journey Builder event definition key.
    In the Journey dropdown, select the journey as defined in Salesforce Marketing Cloud - Journey Builder. You can choose to remove users from the journey if they are no longer part of the segment you selected above, in Step 1.
    Journey-builder-remove-users-from-journey.png
  4. Match identifiers between BlueConic and Journey Builder.
    Select a BlueConic profile property and a Journey Builder data field from the drop-down lists to link the exported data together. The ID you select in BlueConic should match the ContactKey in Journey Builder.
    Journey-Builder-Connection-identifiers.png
  5. Map BlueConic data to Journey Builder.

    Select a BlueConic profile property by entering a search term and then enter the data field value it should populate. 
    Journey-Builder-map-segments.png
    Click the BlueConic icon to open a drop-down menu where you can choose among the types of information you want to export:

    • Profile property: The value of a specific profile property.
    • BlueConic profile identifier: The unique identifier for a profile.
    • Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with.
    • Associated lifecycles: All lifecycles this profile is associated with. Learn more about BlueConic Lifecycles.
    • All viewed interactions: the names of all viewed BlueConic interactions (for the current page view) as the value, and names will be pipe-separated. 
    • Permission level: The permission level set in the profile.
    • Text value: Enter any static text.
      Journey-Builder-select-mapping-type.png
  6. Run the connection.

Running the Journey Builder Connection

Make sure you've added an export goal and saved your settings before running the connection. Note that run history only concerns removal from the journey; adding users is done in real time.

  1. Click Set up and run in the left-hand column.
  2. In the Run history section at the bottom of the Set up and run page, click the settings (cog wheel) icon.
  3. Schedule the connection to run by choosing options in the Schedule window.
  4. Click OK.
  5. Switch the Salesforce Marketing Cloud - Journey Builder connection on.
  6. Save the connection.

See Scheduling connections for more information.

Privacy management

Connections can be added to Objectives, allowing for privacy and consent management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.