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How to connect Exact Target (Salesforce® Marketing Cloud) with Velocify
Exact Target (Salesforce® Marketing Cloud) / Velocify
Documentation

Connect Exact Target (Salesforce® Marketing Cloud) to Velocify with LeadsBridge

Exact Target (Salesforce® Marketing Cloud) » Velocify

In this article, you'll learn how to set up the bridge and connect Exact Target (Salesforce® Marketing Cloud) to Velocify using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Exact Target (Salesforce® Marketing Cloud) source

  1. Type in the name you'd like to call your integration
  2. Enter Authentication Base URI, Client ID and Client Secret to connect your Exact Target (Salesforce® Marketing Cloud) with LeadsBridge
    1. Log into Exact Target with an Admin User
    2. On the top right of the screen, next to your username, make sure to select the correct Company, or Business Unit, that you want to connect with LeadsBridge
    3. Click on your username on the top right of the screen
    4. Click on Setup
    5. Go to Apps » Installed Packages, under Platform Tools
    6. Click on New at the top right of the screen
    7. Give a name to your New Package, for example LeadsBridge
    8. Click on Save
    9. Click on Add Component
    10. Select API Integration, then click on Next
    11. Select Server-to-Server, then click on Next
    12. Click on the Edit button of the API Integration you just created
    13. Flag the following items:

      1. Under Channels » Web, flag Read, Write and Publish
      2. Under Contacts » Audiences & Contacts » List and Subscribers, flag every item (if you want to use Lists)
      3. Under Data » Data Extensions & Data » File Locations, flag every item (if you want to use Data Extensions )
    14. Click on Save
    15. Copy the Authentication Base URI, Client ID and Client Secret from the API Integration you have just created on Exact Target
    16. Paste that information inside your LeadsBridge integration setup
  3. Select the segment you'd like to use as the source for your leads
  4. Click on the Next button

Step 3: Setup your Velocify destination

  1. Type in the integration's name in the dedicated field
  2. Enter Client ID and Campaign ID to connect Velocify with LeadsBridge
  3. In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:
    1. Access the Menu page by clicking on your name in the upper right of the header
    2. Under Administration, click on Campaigns
    3. Under the main Manage Campaigns page, select the Delivery Instructions/URL link next to the campaign and copy and paste the highlighted area into an e-mail
    Into the Posting URL, you'll be able to find the Client ID. In order to get the Client ID, just copy the green-highlighted part of your URL that you can find in the image, into the Integration field.

    Please note: requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company's administrator.
  4. Campaign ID is a unique identifier associated with each of your campaigns, and they are an easy way for you to reference your campaigns. It's the Campaign ID you would like your leads to import under.

    You may find it by accessing the Lead Sources page, under Administration » Lead Sources. IDs are stated at the most left column of the table.
  5. Click on the Next button
  6. You'll now be able to select the destination segment to send your leads to
  7. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  8. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Exact Target (Salesforce® Marketing Cloud) to Velocify with LeadsBridge, do not hesitate to contact our Support!