Salesforce Marketing Cloud V1
This integration combines Amplitude's analytics with Salesforce Marketing Cloud. You can export Behavioral Cohorts from Amplitude to Salesforce Marketing Cloud to better engage your users. The integration lets your marketing and growth teams use behavioral data to target campaigns and increase user engagement.
Considerations
- You must create a data extension in Marketing Cloud called "Amplitude Engage". It can't be named anything else. Amplitude uses this specific name in the request to identify users during a sync.
- Amplitude recommends creating a new attribute group and linking the "Amplitude Engage" data extension to it. The attribute group name doesn't have to be "Amplitude Engage."
- Create the attribute for each cohort you want to sync. Amplitude updates this dedicated attribute in Marketing Cloud to track the users' cohort status. Different cohorts should use different attributes. Without a predefined attribute in Marketing Cloud, the cohort sync fails. Syncing to the same attribute across multiple cohorts leads to inaccuracies.
- After Amplitude syncs to an attribute, you can't change it for that cohort. Copy the cohort and create a new attribute instead.
- "Contact Key" is the attribute Amplitude passes to Marketing Cloud as the user identifier. You can choose any property within Amplitude to act as this user identifier. However, this attribute must be named "Contact Key" in your "Amplitude Engage" data extension in Marketing Cloud. It must also map to Contact Key in the Marketing Cloud contact for syncs to succeed.
- Amplitude can sync cohort information to existing Salesforce contacts, as long as they share the same value for the "Contact Key" attribute as the Amplitude contact key.
- Amplitude can't sync other user properties to Marketing Cloud. Contact Amplitude if you have a use case that requires this functionality.
Prerequisites
- The Salesforce Marketing Cloud / Amplitude integration is only available for Growth and Enterprise customers (allows on-demand sync only).
- Anonymized UUIDs as identifiers in both Amplitude and Salesforce Marketing Cloud work for this integration, so you don't have to send email or PII to Amplitude.
Set up the integration
Marketing Cloud setup
You need a subdomain, client ID, and client secret from Marketing Cloud.
- In Marketing Cloud, navigate to Setup.
- In the Quick Find box, search for Installed packages.
- Create a new package.
- Click Add Component on the page, and select API Integration. This tells Salesforce to generate API integration information that Amplitude can use.
- For the integration type, select Server-to-Server.
- Grant the package these permissions:
- Contacts
- Audiences: Read and Write
- Lists and subscribers: Read and Write
- Data
- Data Extensions: Read and Write
- Contacts
- Save the package.
- Copy the client ID, client secret, and subdomain from the app you want to integrate.
Amplitude setup
- In Amplitude Data, click Catalog and select the Destinations tab.
- In the Cohort section, click Salesforce Marketing Cloud.
- Enter a name and the client ID, client secret, and subdomain you found in Salesforce.
- Map an Amplitude user property to the Marketing Cloud contact key.
When entering the subdomain, paste the subdomain only, not the entire URL. For example, if the URL is https://subdomain.domain.com, type or paste only "subdomain".
Send a cohort
- In Amplitude, open the cohort you want to sync, then click Sync.
- Select Salesforce Marketing Cloud, then click Next.
- Choose the account to sync to.
- Choose the sync cadence.
- When finished, save your work.
Depending on the size of your cohort, it may take a few minutes to see the correct number of cohort users on the Salesforce Marketing Cloud side.
Was this helpful?