Connect Selligent Marketing Cloud to Salesforce® Marketing Cloud with LeadsBridge
In this article, you'll learn how to set up the bridge and connect Selligent Marketing Cloud to Salesforce® Marketing Cloud using LeadsBridge.
How to set up your bridge step-by-step tutorial
Before you start
Step 1: Bridge's Main information
- Choose a name for your bridge (this will only be visible inside LeadsBridge)
- You may add labels to help you identify your bridge later
- Choose Selligent Marketing Cloud as the source for your bridge
- Choose Salesforce® Marketing Cloud as the destination
- Click on the Next button
Step 2: Setup your Selligent Marketing Cloud source
- Type in the name you'd like to call your integration
- Enter Organization, API URL, Consumer key and Consumer secret to connect your Selligent Marketing Cloud with LeadsBridge
- Select the segment you'd like to use as the source for your leads
- Click on the Next button
Step 3: Setup your Salesforce® Marketing Cloud destination
- Type in the integration's name in the dedicated field
- Enter Client ID, Client Secret and Authentication Base URI to connect Salesforce® Marketing Cloud with LeadsBridge
- Log into Exact Target with an Admin User
- 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
- Click on your username on the top right of the screen
- Click on Setup
- Go to Apps » Installed Packages, under Platform Tools
- Click on New at the top right of the screen
- Give a name to your New Package, for example LeadsBridge
- Click on Save
- Click on Add Component
- Select API Integration, then click on Next
- Select Server-to-Server, then click on Next
- Click on the Edit button of the API Integration you just created
- Flag the following items:
- Under Channels » Web, flag Read, Write and Publish
- Under Contacts » Audiences & Contacts » List and Subscribers, flag every item (if you want to use Lists)
- Under Data » Data Extensions & Data » File Locations, flag every item (if you want to use Data Extensions )
- Click on Save
- Copy the Authentication Base URI, Client ID and Client Secret from the API Integration you have just created on Exact Target
- Paste that information inside your LeadsBridge integration setup
- Click on the Next button
- You'll now be able to select the destination segment to send your leads to
- 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
- Click on the Next button
Step 4: Fields Mapping
Here you'll be able to map your source information with your destination fields.
You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Salesforce® Marketing Cloud.
Underneath there's a box where you may add the information you'd like to send.
- Check each of the Salesforce® Marketing Cloud fields available
- Match the information you wish to pass along from Selligent Marketing Cloud
- You may type the information manually and pass them as a static value
- Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
- You may also leave blank the box of a field's information you don't want to send through
Custom Fields
- If you'd like to add more fields, just look at the bottom of the page
- Head over the "Don't find a CRM custom field?" box
- Select the field you'd like to add from the dropdown list
- Click the Add Custom Field button
- The field will appear above
- Add the desired information, as you did with the other ones
Once accomplished your desired outcome, just click Next and head to the last step.
Step 5: Test
In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.
- To create a new test lead, fill in the required information when prompted
- Click Test Now
- To test with a real lead, switch the toogle to "Test with existing lead".
- Click Sync Now along the lead you'd like to send
- If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
- Click Finish to save your settings and turn active your bridge
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.
- Source: Selligent Marketing Cloud
- Destination: Salesforce® Marketing Cloud
If you have any other questions, or need help to configure your bridge from Selligent Marketing Cloud to Salesforce® Marketing Cloud with LeadsBridge, do not hesitate to contact our Support!