Salesforce Marketing Cloud

Overview

In order to send data from your Extole program to your Salesforce Marketing Cloud (SFMC) account, you must use the SFMC Data Extensions API.

Prerequisites

API

File Drop

API Integration

Generate an SFMC Client ID & Secret

To establishing this connection, log in to your SFMC account and generate a new Client ID and Client Secret for Extole. After generating this information, save it somewhere that is easily accessible for the Extole key creation process.

Create a New Key in Extole

Navigate to your My Extole account and find the Security Center. Here, you can click on the + New Key button to begin the next step.

On the key creation page, fill in the following information:

• Key Name: How you'd like to refer to the key in Extole
• Key Type: Webhook
• Partner Key ID: A value that you will recognize for this credential (e.g., your account ID, email address, or user ID)
• Key Algorithm: OAUTH_SALESFORCE
• Key: The Client Secret copied from SFMC
• Authorization URL: https://[SFMC instance].auth.marketingcloudapis.com/v2/token
• OAUTH Client ID: The Client ID copied from SFMC

Configure an Extole Webhook

Next, work with your Customer Success or Implementation Manager to configure a webhook in the Tech Center > Outbound Webhooks section. Start by clicking on the + New Webhook button.

On the webhook creation page, fill in the following information:

• Name: How you'd like to refer to the webhook in Extole
• Enabled: Toggle on (green)
• Type: Generic
• URL: https://[SFMC instance].rest.marketingcloudapis.com/hub/v1/dataevents/key:marketing/rowset

Extole Support will then configure the opt-in event to send into the SFMC Webhook. The default JSON looks like the following, but can be updated by Extole Support:

[{
	"keys": {
		"sFMC_Id": "[email protected]"
	},
	"values": {
		"source_System_Name": "EXTOLE",
		"source_Customer_Create_Date": "2021-05-07",
		"first_Name": "April",
		"email_Address": "[email protected]",
		"email_Opt_Status": "Active",
		"email_Opt_In_Location": "ACQUISITION EXTOLE"
	}
}]

File Drop Integration

If connection via API is unavailable to you, you will need to create a new Marketing Cloud SFTP account in SFMC that can be used to access the Marketing Cloud SFTP for File Drop Automations.

Create an External SFTP in Extole

Once you've created your new SFTP account in SFMC, navigate to the My Extole Tech Center. Here, select External SFTP Server and click on the + New Server button.

Once you're on the server creation page, fill in the following information:

• Name: How you'd like to refer to the server in My Extole
• Username: The username used to access the SFTP server
• Host: mc-0000.ftp.marketingcloudapps.com
• Port: 22
• Root Path: /Import

Click on the Create Login Key button and select the Password option. Name the key whatever you would like and enter in the password you created in Marketing Cloud. Save the key and then save your new server.

Send Reports to SFMC via SFTP

Once configured, any report generated in your Extole account can be scheduled to automatically push to the Salesforce Marketing Cloud SFTP.