Integrate Salesforce Audience Sync (Beta)

  • Updated
The Salesforce Audience Sync integration is in Beta.

Use the Salesforce Audience Sync integration to sync segments from Optimizely Data Platform (ODP) to a Salesforce Marketing Cloud (SFMC) data extension. You can make this a recurring sync or a one-time sync. This integration automatically sends EmailAddress as the primary key.

Configure and enable the integration

Before you can configure a recurring or one-time data sync between ODP and SFMC, you must create a new package for this integration in SFMC. Once that is complete, you need to install the app and complete the settings for the integration in ODP.

Create ODP Audience Sync package in SFMC

In your SFMC account:

  1. Go to Setup > Apps > Installed Packages.
  2. Click New.
  3. Name your new package ODP Audience Sync and click Save.
  4. Under Components, click Add Component.
  5. Select API Integration and click Next.
  6. Select Sever to Server as your integration type and click Next.
  7. Within Scope Access, make the following selections:
    • Data Extensions – Read, Write
    • Accounts – Read
  8. Click Save.
  9. Click the Access tab and enable the business units you want the app to target for your ODP account.
  10. Click Save.
  11. Go back to the Details section and keep this window open because you will need information from it for the next steps in ODP.

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Enable the integration in ODP

To enable the SFMC integration in ODP:

  1. Go to the App Directory.
  2. Select the Salesforce Audience Sync app.
  3. Click Install App.
  4. Click the Settings tab.
  5. Complete the following fields:
    • Sub Domain – Enter the Authentication Base URI from SFMC (see step 11).
    • Client ID – Enter the Client Id from SFMC (see step 11).
    • Client Secret – Enter the Client Secret from SFMC (see step 11).
    • Account ID – In SFMC, expand your account name dropdown list. The account ID is the number that displays after the account name (see step 11).
  6. Click Verify.

Now that the integration is enabled, you must configure either a recurring or one-time data sync to begin syncing your ODP segments to SFMC.

Recurring sync

To configure a recurring sync between ODP and SFMC, you must first create a data extension in SFMC which clears itself once per day in order to get the new segment members from ODP. Then, create a daily, recurring campaign in ODP to sync the data to SFMC.

Create a data extension for recurring sync in SFMC

To create your target data extension in Salesforce Marketing Cloud:

  1. Go to Email Studio > Email > Subscribers > Data Extensions.
  2. Click Create.
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  3. Select Standard Data Extension and click OK.
  4. Enter the Name of your data extension and select the Is Sendable? checkbox.
  5. Click Next.
  6. Toggle the Retention Setting to On and complete the following settings:
    • In the Delete section, select All records.
    • In the Period section, set to After 1 Days and select the Reset period on import checkbox.
  7. Click Next.
  8. Set email address as the primary key for this integration:
    1. Name – Enter your desired name (such as Email).
    2. Data Type – Select EmailAddress.
    3. Primary Key – Select this checkbox.
  9. (Optional) Add up to four additional data extension fields to sync (for example, first name, last name, and so on).
  10. Expand the Send Relationship dropdown list and select Email.
  11. Click Create.
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Create a recurring campaign in ODP

Now, create a behavioral campaign and configure your recurring sync in ODP:

  1. Go to Campaigns > Engage.
  2. Click Create New Campaign.
    If you do not have access to the Campaigns page, contact your Customer Success Manager.
  3. Click Behavioral.
  4. Click Create From Scratch.
  5. Enter a name for your campaign that represents the data you are syncing to SFMC (for example, VIP Customers).
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  6. Select your desired segment and click Apply or click Create New Segment, select your desired segment conditions, and click Save.
  7. Expand Enrollment Rules and toggle the must not have matched this campaign in the last 7 days setting to off.
  8. Expand Touchpoints.
  9. Click to edit Touchpoint 1 and select Salesforce Audience Sync.
  10. Enter your desired Name and Content ID.
  11. Complete the following fields in the Configure section:
    • Business Unit – Select your target business.
    • Data Extension – Select the target data extension you recently created.
    • Primary Key – Defaults to {{customer.email}}.
    • Number of Additional Fields – (Optional) Select the number of additional SFMC data fields you want to sync (up to 4).
      A dropdown list and input field displays for the number of additional fields you selected. In each Field # dropdown list, select the SFMC field you want to populate. In each corresponding Field # Value, enter the ODP customer attribute you want to send into the selected SFMC field. For example, if you selected First Name from the Field # dropdown list, enter {{customer.first_name}} for the corresponding Field # Value.
  12. Click Save and then click your campaign name in the breadcrumb trail at the top of the page.
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  13. Click Select start time and schedule.
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  14. Select Recurring and set your desired Start Date and Timing.  
    End defaults to Never. If you want to end the SFMC integration on a specific date, set that here. Ensure that Repeats is set to DailyRepeat Every is set to 1 day, and Delivery Strategy is set to Send all at scheduled time.
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  15. Click Apply.
  16. Click Save and then click Go Live. Your sync starts at your designated start date/time.
    You may need to refresh your SFMC window for the records to display in your data extension.

One-time sync

To configure a one-time sync of an ODP segment to an SFMC data extension, you must first create a data extension in SFMC. Then, create a one-time campaign in ODP to sync the data to SFMC.

Create a data extension for one-time sync in SFMC

To create your target data extension in Salesforce Marketing Cloud:

  1. Go to Email Studio > Email > Subscribers > Data Extensions.
  2. Click Create.
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  3. Select Standard Data Extension and click OK.
  4. Enter the Name of your data extension and select the Is Sendable? checkbox.
  5. Click Next.
  6. Ensure the Retention Setting is Off.
  7. Click Next.
  8. Set email address as the primary key for this integration:
    • Name – Enter your desired name (such as Email).
    • Data Type – Select EmailAddress.
    • Primary Key – Select this checkbox.
  9. (Optional) Add up to four additional data extension fields to sync (for example, first name, last name, and so on).
  10. Expand the Send Relationship dropdown list and select Email.
  11. Click Create.
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Create a one-time campaign in ODP

Now, create a one-time campaign and configure your sync in ODP:

  1. Go to Campaigns > Engage.
  2. Click Create New Campaign.
    If you do not have access to the Campaigns page, contact your Customer Success Manager.
  3. Click One-Time.
  4. Click Create From Scratch.
  5. Enter a name for your campaign that represents the data you are syncing to SFMC (for example, VIP Customers).
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  6. Select your desired segment and click Apply or click Create New Segment, select your desired segment conditions, and click Save.
  7. Expand Enrollment Rules and toggle the must not have matched this campaign in the last 7 days setting to off.
    This should not affect a one-time campaign, but turning this setting off ensures you will not have any issues if you rerun this campaign.
  8. Expand Touchpoints.
  9. Click to edit Touchpoint 1 and select Salesforce Audience Sync.
  10. Complete the following fields:
    • Business Unit – Select your target business.
    • Data Extension – Select the target data extension you recently created.
    • Primary Key – Defaults to {{customer.email}}.
    • Number of Additional Fields – (Optional) Select the number of additional SFMC data fields you want to sync (up to 4).
      A dropdown list and input field displays for the number of additional fields you selected. In each Field # dropdown list, select the SFMC field you want to populate. In each corresponding Field # Value, enter the ODP customer attribute you want to send into the selected SFMC field. For example, if you selected First Name from the Field # dropdown list, enter {{customer.first_name}} for the corresponding Field # Value.
  11. Click Save and then click your campaign name in the breadcrumb trail at the top of the page.
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  12. Click Select start time and schedule.
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  13. Enter the Send Date and Send Time
    Ensure that Delivery Strategy is set to Send all at scheduled time.
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  14. Click Apply.
  15. Click Save and then click Go Live. Your sync starts at your designated start date/time.
    You may need to refresh your SFMC window for the records to display in your data extension once the sync is complete.