Salesforce Marketing Cloud Integration Guide

Summary of Required Integration Components

1. Salesforce Marketing Cloud Account with Administrator permissions
2. Create Username and Password for WebService API
3. Set up role-based WebService permissions
4. Client ID and Client Secret to access the OAuth API
5. Provide data source(s) for writing, setting, and getting user status
   a. Accompanying information depending on the data source
6. Appended to Subscriber ID to all marketing email links
7. Enable click tracking

1. Create an Admin User

1a: Navigate to the Administration Panel.

Hover over your username at the top right-hand corner to reveal the Settings menu. Select Administration.

1b. In the Users tab, click Create.

You should automatically land on the Users Tab, where you can see a list of your current users. If this is not the case, you can navigate there by hovering over Account in the top menu and clicking Users. Click Create on the left-hand side of the screen.

1c. Fill out User Settings.

The Username and Notification Email Address should be the same, following the format of esp+clientname@wunderkind.co. The box for API User must be checked! If prompted to select a role for the Wunderkind user, please select Marketing Cloud Administrator. Once all the required fields are filled, click Save.

2. Username & Password for WebService API

2a. Navigate to the Security Settings tab, click Edit.

In the Administration Panel (Section 1), hover over Security in the top menu and select Security Settings.
Click Edit on the left-hand side of the screen.

2b. Check settings under Username and Logins.

Under the Username and Logins section, ensure that Enable Username and Password for Web Services is set to Yes. Wunderkind’s set and get unsubscribe functionality uses Username and Password login to access the WebServices (SOAP) API.

3. Role-Based WebService Permissions

3a. Navigate to the Roles tab and choose a role.

In the Administration Panel (Section 1), hover over Account in the top menu and select Roles. Click on the name of the role that Wunderkind is assigned to. It should be Marketing Cloud Administrator.

3b. Check role-based permissions for WebService API.

Marketing Cloud Administrator account permissions inherit from the Administrator role, which defaults to having the permissions required for the WebService API. If your role setup has deviated from the standard Marketing Cloud setup, you will need to explicitly check the Allow box in order for the Wunderkind account to have access to the WebService API.

4. OAuth API Integration Package

4a. Navigate to the All Packages tab and click New.

In the Administration Panel (Section 1), hover over Account in the top menu and select All Packages. Click New at the top right-hand corner.

4b. Create an Enhanced Package.

In the modal, set the name for the Package to Wunderkind.
The box for Create with enhanced functionality must be checked.

4c. Add an API Integration Component.

Once the Wunderkind Package has been created, click Add Component under the Components section.
For Integration Type, select Server-to-Server.

4d. Scope the Package.

Wunderkind will need the Package Scope to the right. Once all the settings and permissions for the API Integration Component are set, save the Component. A Client ID and Client Secret is generated once an API Integration Component is added to a Package.

5. Data Sources

Writing, Setting, and Getting

Wunderkind requires one data source to be defined to write, set, and get user status. When providing Wunderkind with access credentials, please also specify what data source you would like used. We currently support All Subscribers, Lists, and Data Extensions. Additional information is required for some of these data sources, see following pages.

• Writing:
  Wunderkind passes emails gathered from our onsite Email Capture campaigns to the data source.
• Setting:
  When a user unsubscribes from one of Wunderkind’s behavioral emails, we update the user’s unsubscribe status in SFMC.
• Getting:
  Prior to sending a user behavioral email, Wunderkind checks the user’s unsubscribe status in SFMC. We do not send if they are opted out.

All Subscribers (Global List)

Additional Information Required:

• None.

Lists

Additional Information Required:

• List Name
• List ID

Data Extensions

Additional Information Required:

• Data Extension Name
• Data Extension External Key
• Field Name: Name of field you want Wunderkind to get and set.
• Field Value: Value of field you want Wunderkind to get and set.

Business Units

If you have multiple business units under one account, Wunderkind will need the MID of the Business Unit you want us using.

Additional Information Required:

• MID

6. URL Identification

Overview

The URL identification integration enables Wunderkind to map users that click through from your marketing emails to our identification engine through a secret key, the Subscriber ID. This integration is in line with Google’s industry regulations regarding Personally Identifiable Information (PII), as it does not expose a user’s email address in plain text in the URL.

1. Add a parameter string via the Web Analytics Connector. You can typically find this under Setup > Data Management > Parameter Manager > String > Edit*
2. Append the following personalization string to all email links: et_rid=%%subscriberid%% If this is already present as a string, no further action is needed.
3. If you use AMPscript within your emails to generate links, you’ll also need to include et_rid=%%subscriberid%% within the functions that create your URLs.

7. Email Click Tracking

Overview

Enable click tracking in SFMC to ensure that Wunderkind emails report “clicks” in your SFMC reporting dashboard.

1. Open a ticket with Salesforce Marketing Cloud to configure the two fields for WRAP_HTTPGET_URLS. Tickets can be created here.
2. The field value should be set to 1 and Quality set to 99. You can tell them specifically to “enable
   the HTTPGETWRAP feature with Quality = 99”