Salesforce Marketing Cloud
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In this guide, you’ll learn how to set up the Bird for Salesforce Marketing Cloud application. Salesforce Marketing Cloud application for BirdCRM only supports WhatsApp and SMS channels.
BirdCRM account
Own an active Salesforce Marketing Cloud license and account (Salesforce Pro + Journey Builder or higher)
Your account must contain the following components depending on the requested package:
Journey Builder activities package: requires an enabled Journey Builder component within the SFMC account.
Batch sending engagement package: requires an enabled Email Studio component within the SFMC account.
Go to the Salesforce AppExchange Bird for Salesforce Marketing Cloud application
Click Get It Now on the left of your screen to purchase the app from AppExchange and install it in your Salesforce Marketing Cloud account.
A pop-up will open with terms and conditions to agree to before installing the app in the SFMC account. Mark the agreement checkbox and tap Install from Salesforce Marketing Cloud to continue.
After clicking on the install button:
If you’re not logged into your Marketing Cloud account, AppExchange will first ask you to log in. Make sure you have the right administrator permissions to install the app.
If you’re already logged into the Marketing Cloud account, you’ll be redirected directly to the Installed Packages view under Setup in Marketing Cloud.
Awesome! You’re now on the Salesforce Marketing Cloud page. Tap Install in the top-right of your screen to install the Journey Builder activities package in your SFMC account.
Done? You’ll now be able to define access for this package, which Business Units users in the SFMC account can use this package. This could vary from one specific Business Unit to all Business Units within the account.
Now that the package has been installed, you must complete the settings to connect your MessageBird account to your SFMC account.
Let’s complete the settings. Go to AppExchange on the main navigation, select BirdCRM Configuration, and click the Admin Settings for BirdCRM.
This will take you to the settings page; you must update the information to connect your BirdCRM Account with the installed package. Keep in mind that you must be a Marketing Cloud Administrator in SFMC to be able to update the settings.
All your BirdCRM access keys can be found under User Settings -> Security.
The MID is the license ID you have for your Salesforce Marketing Cloud.
The Bird Workspace Id can be found in your User Settings -> Organisation -> Workspaces.
And that’s it! You’ve successfully installed BirdCRM for Salesforce. Go to Journey Builder in your Salesforce Marketing Cloud to start creating the journeys for your new MessageBird SMS and WhatsApp activities — simply return to the main page by clicking on the blue Salesforce cloud icon, hit Journey Builder from the top bar, and choose Journey Builder from the drop-down menu.
Go to the Salesforce Marketing Cloud navigation page, hit Journey Builder from the top bar, and choose Journey Builder from the drop-down menu.
Click the Create New Journey button at the top-right of your screen, choose a MultiStep Journey, and click Build.
Let’s start with choosing the entry source. Some customers use their data extensions, while others connect their Service or Sales cloud as an entry source. A data extension is a table that contains your data. If you need additional help using the entry source in Journey Builder, check out this Salesforce guide.
In the activities section, you’ll see two Bird icons :
Bird CRM Send: used for sending WhatsApp and SMS messages in the journey
Bird CRM Split: used for sending SMS messages in the journey
Step One: Configure Bird CRM Send
Click on the Bird CRM Send icon on the left and drag and drop it in the journey. The following window will pop up:
Choose a Channel. Your WhatsApp Templates are automatically synced with your MessageBird Dashboard.
For the Recipient, choose the field from your Data Extension (or another entry source) containing the phone numbers to which you want to send the message. Remember that the field for the phone number in your Data Extension (Entry Source) should be named exactly as in the screenshot – PhoneNumber. When creating a DataExtension, for the PhoneNumber field, put Phone as a DataType.
Time for setting variables for your WhatsApp Template – again pulled from the entry source
In the Default Value field, you should put the variable value you want to use in case your chosen field from the entry source is empty. Don’t worry; you’ll be able to confirm the settings and see the overview of the message.
Step two: Use the WhatsApp Split Step
Use the Bird CRM Split step to set the next steps in your journey based on the status of the WhatsApp message. The possible statuses are Delivered, Read, Received, Sent, Failed, Rejected, and Deleted.
And that’s it! After you have set the journey, click on Activate.
Step One: Configure Bird CRM Send
Click the Bird CRM Send icon on the left and drag and drop it in the journey. The following window will pop up:
Select the Originator and set the variables accordingly
Choose the fields from the Data extension you want to use in the message and enter them in the Custom Text section. For example, {{Firstname}}
In the Message field, enter the body of the SMS message. Remember that if you use a standard GSM 03.38 character set, single text messages are limited to 160 characters, including spaces. Using Unicode for Russian, Arabic, or Chinese languages will restrict your message to a maximum of 70 characters per SMS.
* Please note that some countries and carriers have special rules and regulations related to the SMS Originators.
Step two: Use the SMS Split Step
Use the Bird CRM Split step to set the next steps in your journey based on the status of the SMS message. The possible statuses are Delivered, Sent, Expired, and Delivery Failed.
And that’s it! After you have set the journey, click on Activate.
