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Setup guide: export to Salesforce Marketing Cloud

SalesforceThe Marketingsetup Cloudguide is a marketing automation platform for deliveringsetting relevant,up personalisedMeiro journeysBusiness acrossExplorer, channelsusually, andit devicesis —done enabling marketers to deliverby the rightMeiro messageteam. at the right time throughout all phases of the relationship. 

Prerequisite


With theThe Salesforce Marketing Cloud asdestination aneeds to be set within the Setup tab/ Destination tab.


The prerequisite is that the export destination onneeds Meiroto Businessbe Explorer,first onecreated can create audience segments onby the Meiro Businessteam Explorer,and exportwithin the Meiro Integrations.


Learn more: about how to theset marketingSalesforce cloudMarketing asCloud a data extension and target them with a more personalised messagedestination in theMeiro email or marketing campaigns. Integrations.

 

Here1. are the steps to connectConnect Meiro CDP to Salesforce Marketing Cloud: Cloud

1.

2.

3.

4.

5.

6.

8. 
Steps

Description

1

Go to the top right-hand corner of the interface. Click on Settings > Setup.

 Screenshot 2021-11-24 at 12.30.32 AM.png
2

Click on Apps > Installed Packages > New.

 Screenshot 2021-11-24 at 12.31.18 AM.png
3

Fill in the “Name” and “Description”.

 Screenshot 2021-11-24 at 12.31.52 AM.png
4

Click on “Add Component” under the Components section.

 Screenshot 2021-11-24 at 12.32.37 AM.png
5

Select “API Integration”.

 Screenshot 2021-11-24 at 12.33.18 AM.png
6

Select “Web App”.

 Screenshot 2021-11-24 at 12.33.45 AM.png
7

7. Obtain the URI from the Meiro team. Grant Meiro with the following access and click “Save”.

  • Email: Read, Write
  • Web: Read, Write
  • Automations: Read, Write, Execute
  • Journeys: Read
  • List And Subscribers: Read, Write
  • Data Extensions: Read, Write
  • Tracking Events: Read
  • Webhooks: Read, Write  

Screenshot 2021-11-24 at 12.34.47 AM.pngScreenshot 2021-11-24 at 12.34.47 AM.png


 
8 Inform the Meiro team that steps 1-7 are completed and they will set up the connection on Meiro Integrations for you.

 

2. Grant API access to the user profile on Salesforce Marketing Cloud

In addition, you will need to grant API access to the user profile on the Salesforce Marketing Cloud for the Meiro team to use the API endpoints to push data into the data extensions.

1.

2.

3.

Steps

Description

1

Go to the top right-hand corner of the interface. Click on Settings > Setup > Cloud Preferences.

 Screenshot 2021-11-24 at 12.36.08 AM.png
2

Click “User Settings”.

 Screenshot 2021-11-24 at 12.36.46 AM.png
3

Check the “API user” box to enable the user profile access to API.

 Screenshot 2021-11-24 at 12.37.20 AM.png

 

To3. exportSetup audience segments fromin Meiro CDPBusiness toExplorer

Salesforce

The Marketingdestination Cloud,can yoube willset needin tothe createMeiro aBusiness newExplorer datain extension.the Setup tab/ Destinations.

 

 

 

There are two ways to access the Data Extension section:

1. Email Studio

itwillnotbe

StepsDestination ID

Description(required, not editable)
1

Go"The Destination ID" is a numeric value that analysts will refer to the top right-hand corner ofwithin the interface.Meiro ClickIntegrations onenvironment. SettingsAfter >you Setup

choose

Screenshot 2022-03-08 at 11.37.43 AM.png

the


ID,
2

Gopossible to Subscriberschange >it Datalater Extensions

Screenshot 2022-03-08 at 11.37.50 AM.png

3If a folder needs to be created, right-click on Data Extension > New Folder
4

Click on Create > Standard Data Extension

Screenshot 2022-03-08 at 11.40.38 AM.png


5

Fill in the information and select the relevant data retention policy required for your use case. 

Learn more: about Data Retention Policyon.


Screenshot 2022-03-08 at 11.42.28 AM.png

Find


the


right
6

Addworkspace in allMeiro Integrations, with  the fields that are set on Meiro CDP Salesforcecomponent Marketingresponsible Cloud destination. Click “Create”.

Example: 

Screenshot 2022-03-08 at 11.43.50 AM.png


Warning: All fields have to be added tofor the data extension otherwise it will result in an error.

7

Click into the new data extension and copy the “External Key” into the segment on Meiro CDP under “Parameters”


Screenshot 2022-03-08 at 11.48.15 AM.png



2. Contact Builder

Value

User

input (checkbox):  
Steps Description
1

Go to the Audience Builder button on the interface and click on “Contact Builder”


Screenshot 2022-03-08 at 11.56.00 AM.png


2

Click on Data Extensions


load:

Screenshot 2022-03-08 at 12.11.11 PM.pngworkspace.png

Check Destination ID in Meiro Integrations:

Screenshot 2022-03-08 at 12.11.17 PM.pngdestination ID MI.png


Insert Destination ID in the Meiro Business Explorer.


destination ID MBE.png
3

Name (required)

ClickThe onname Createwill >be Standardvisible across the Meiro Business Explorer for the users (Data tab/ Source & Destination tab, segment detail)

Description (optional)

It is possible to add a description to the destination. The description will be displayed for use in the Data Extensiontab/ Sources & Destination tab.

Icon (required)

The icon will be visible across the Meiro Business Explorer for the users (insights, Data tab/  Attributes, Sources & Destinations,  segments, customer profiles).

Exported & Mandatory   attributes

Screenshot 2022-03-08 at 12.14.27 PM.png(required)

"Exported attributes" - values of exported attributes will be sent to the dedicated Meiro Integrations workspace, then to the destination.
"Mandatory attributes" all customers in the export must have those attributes' values known.
 
4

Meiro Integrations

(required)

Fill"MI workspace" refers to the workspace in theMeiro informationIntegration andwhich selectwill be executed when the relevantsegment datais retention policy required for your use case. 

Learn more: about Data Retention Policyexported.


To run exports you need to know the name of the workspace. You should get the name of the respective workspace from the Meiro data analyst.


Meiro data analyst takes care of the Meiro Integration's workspace preparation, and data transformation for a specific destination (e.g. Facebook, Twitter, Google Analytics). Each destination requires a different (very specific) data structure.

Parameter: 

Data Extension Key

(required)

Meiro Integrations Key (required):  data_extension_key

It is set up by analysts and needs to be the same key as in workspace variables in Meiro Integrations.


Name (required): Screenshot 2022-03-08 at 12.15.31 PM.pngData Extension Key

The name will be displayed for the user in the segments export parameter section.


Required field (checkbox): ticked

This field is required to be filled in to export to Facebook.



5

Add in allfrom the fieldslist that(checkbox): arenot set on Meiro CDP Salesforce Marketing Cloud destination. Click “Create” ticked

Example:Ticked

makes

Screenshot 2022-03-08 at 12.16.52 PM.png

a

Warning:possible Allselection fields have to be added tofrom the datavalue extensiondrop-down otherwiselist. itUnticked willdisables resultdrop-down in an error. list.


6

Click into the new data extension and copy the “External Key” into the segment on Meiro CDP under “Parameters”ticked

Screenshot 2022-03-08 at 12.19.10 PM.pngThis field is required to be filled in to export to Facebook.

Remember:

Each
segment
 on
the
CDP needs to have a separate data extension key. If the same key is used, the audience will overwrite the existing one with every export.



 


 

 

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