This integration allows you to connect Rev.Up with your instance of Salesforce Marketing Cloud. There are two separate integrations that allow you to bring data into Rev.Up and send data back out to Salesforce Marketing Cloud. To learn more about the Import connection, click here.
Activation (send data) to Salesforce Marketing Cloud: Data from Rev.Up syncs to Salesforce Marketing Cloud using the Connection you establish. Rev.Up will pull in Data Extension names and fields from Salesforce Marketing Cloud. You will be able to select up to five extensions to map Salesforce Marketing Cloud fields to CDP fields for. Selected Data Extensions will be updated to reflect the Segment you've activated to them. They will modify existing data and add new Subscribers should you choose to create them.
Establish your Activation connection
In order to push data from the Rev.Up CDP into Salesforce Marketing Cloud, a connection must be established between the two platforms.
Step 1: Navigate to Connections in the CDP
Find the Connections header and navigate to the Enterprise Activation Connections tab. Click Add a Connection to begin.
Select Salesforce Marketing Cloud.
Step 2: Authenticate your Connection
Type in your Client ID, client secret and tenant-specific subdomain to authenticate your connection to your Salesforce Marketing Cloud instance.
Step 3: Name your Connection
Name your connection, so it is recognizable in the tenant. This will be used as the connection source name throughout the platform. You can also re-authorize your Salesforce instance here, should your connection require any changes.
Step 4: (OPTIONAL) Elect to Create Subscribers in SFMC
Fill out this section if you'd like to create Subscribers in SFMC off of newly imported or acquired Contacts in Rev.Up CDP. Both of these mappings are required to create Subscribers. If you only want to update existing Subscribers and not create new ones, skip this step.
Alpha/Beta Note: Email Mapping field must be mapped to Contact.Email to successfully create Subscribers in SFMC. For GA, the dropdown options will be minimized to only show Contact.Email to avoid confusion.
Step 5: (OPTIONAL, BUT HIGHLY RECOMMENDED) Connection-level Field Mappings
Field mappings are required to launch segments as campaigns to Salesforce Marketing Cloud. They can be set at the connection-level here, or at individual campaign levels. We recommend setting them at the connection level if the mappings will rarely change. Even if set at the connection-level, users will be able to adjust settings at a campaign-level for more nuanced segments.
The Data Extension fields pulled in from Salesforce Marketing Cloud will stay in sync with the fields in your Data Extensions. If a name changes in Salesforce Marketing Cloud, the name will update in the Field Mapping section and will not require an extra action from the user.
New fields that were added to your Data Extensions in Salesforce Marketing Cloud will need to be manually mapped in the Field Mapping section. Any fields marked as Nullable in Salesforce Marketing Cloud will be optional and not cause any existing launches to fail if not added to Field Mappings. However, any that are not marked as Nullable will require mappings and launches will fail until mapped.
Deleted fields will be ignored by our workflow, but not deleted from the Field Mapping section (phase two release, COMING SOON). To delete from the section user action and SAVE is required.
Step 6: (OPTIONAL) Set a Description
Step 7: Save and View your Connection
Launch your Segment as a Campaign to Salesforce Marketing Cloud
Push data, via updated Data Extensions, from the Rev.Up CDP into Salesforce Marketing Cloud using the connection you established.
Step 1: Navigate to Campaigns in the CDP
Click the Create Campaign button.
Step 2: Choose your Segment
Select the segment you'd like to activate to Salesforce Marketing Cloud as well as the Model you'd like to follow.
Name your campaign and finalize your campaign details.
Step 3: Choose your activation channel - Salesforce Marketing Cloud
Set your campaign to Active and select the Salesforce Marketing Cloud channel for activation.
Step 4: Set or adjust your Field Mappings, as needed
If no field mappings were created at the connection level, this step is required to set instructions for updating your Data Extensions. If field mappings were set at the connection level, you have the option to adjust them by selecting 'Override existing field mappings in Salesforce Marketing Cloud settings'.
Step 5: Modify remaining Settings and Schedule
Save settings or Save and Launch your campaign as the final step.
Keep track of your Campaign launched to Salesforce Marketing Cloud
Step 1: Navigate to Campaigns in the CDP
Find Launch History tab and navigate to the campaign in question.
Scroll to the right to view:
- Launch Status
- Partial - Partial means that the Data Extension was successfully updated, but new Subscribers could not be created.