Salesforce Marketing Cloud Open/Click Awarding

Overview

Oracle CrowdTwist can integrate with Salesforce Marketing Cloud/ExactTarget to award members for their actions within the loyalty program.

This is achieved by the SMFC Automation Studio generating a flat file in the CrowdTwist Batch Activity Credit format and transferring that file to the CrowdTwist SFTP. Details to access CrowdTwist SFTP can be found here.

Note: This requires the client to have their own Salesforce Marketing Cloud / ExactTarget instance.

Actions to Award

Loyalty members can earn points for specified actions that are completed/tracked in the SFMC platform. For each completion of an action, a record is sent within the file. Each tracked activity (action) should have its own Activity ID. Point awarding is based on a frequency cap as defined on the Activity defined within the CrowdTwist Control Center

Two common uses for awarding are for Open/Click tracking. This outline focuses on the Open activity, but the same would be mimicked for Clicks or other actions.

Integration Setup Process

Leveraging SFMC Automation Studio, clients can award members for engaging within SFMC campaigns in their loyalty program.

Overview

Setup

Step 1: To push files to the CrowdTwist SFTP server, you must first configure a destination within your SFMC instance, including installing SSH keys at CrowdTwist from SFMC. More details on the CrowdTwist SFTP can be found here.

Step 2: Create a query that will include all members that opened an email yesterday. With this, you can export the results with the query and send that list to a Data Extension table (for example: Query system view of opens from _opens table to get a list of members to open an email). SFMC is required for the data to be flattened prior to export.

Step 3: Create a Data Extract Activity to take the data from the DE table and export to a file on the Salesforce SFTP (Safehouse). This step must be done as the data cannot go directly from the DE table to an external SFTP.

Step 4: Create an additional rule to convert the exported file to UTF-8 encoding. Then move this new file to SafeHouse.

Step 5: Lastly, create the connection to move the file from SafeHouse SFTP to the CrowdTwist SFTP. Ensure that the naming convention of the file matches the required format for the Activity Batch Credit file.