Introduction
This guide provides detailed instructions for setting up MoEngage Custom Activities in Salesforce Marketing Cloud (SFMC). Follow these steps to ensure a smooth integration and usage.
library_add_check |
Prerequisites
|
Steps
Setup MoEngage Custom Activity
- Login to your Salesforce Marketing Cloud (SFMC)
- Access SFMC settings
- Once you click on “Installed Packages”, this tab will be visible on the right side of the page
- Create a new package
- Add package details. You can name it "MoEngage Custom Activity" and add description as "Used to send one-time push notifications and run Event Trigger campaigns."
- Add MoEngage Components
- Click Add Component
- Select “Journey Builder Activity” and click on “Next”.
- Click Save.
- Repeat the same steps for MoEngage Event Destination.
Setup Cloud page and Data Extension
You need to setup a cloud page along with data extension to capture MoEngage workspace details. These can then be used while configuring a MoEngage destination in Journey Builder.
- Navigate to SFMC Home page
- Click “Platform” >> “Package Manager”.
Once you click on the “Package Manager”, it will be redirected to the Package Manager page. - Click on “Deployment” tab
- Click "Deploy"
- Upload JSON
[Optional] If applicable, select a “CloudPages Domain” and click “Next”.
- The system will validate the setup and check for any issues. Once validated, click Deploy.
Publish Data Extensions and CloudPages
- Go to the “Homepage”
- Click on “Web Studio”, and then click on “CloudPages”
- Once you click “CloudPages”, it will be directed to this page. Click on “CloudPages”, then on “MoEngage Data Tracking” subfolder and finally on “MoEngage Campaign Tracking CloudPage”.
- Click on the “arrow”to open the dropdown list and then click on “Edit”.
- Click on “Save” and then on “Schedule/Publish”.
- Return to the “CloudPages” page, click on “MoEngage Credentials” subfolder and then on “User Authentication Page”.
- Click on the “arrow”to open the dropdown list and then click on “Edit”
- Click on “Save” and then on “Schedule/Publish”.
Verify Data Extension and External Keys
Ensure the following Data Extensions (DEs) are properly named and configured:
A. MoEngage Tracking Data
It stores campaign tracking information.
-
- Go to the “Homepage”
- Click on “Audience Builder”, and then click on “Contact Builder”.
- Select “Data Extensions” tab
- Click on “Data Extensions” folder, and then click on “MoEngage Data Track” subfolder.
-
Select “MoEngage Tracking data” extension.
Here you can find the “External Key”, please ensure it is accurate. [Optional] If external key needs to be entered or changed, click on “External Key” input field, paste or enter the external key and click on “Done”.
B. MoEngage Credentials
It stores the credential for the Data Tracking CloudPage
-
- Go to the “Homepage”
- Click on “Audience Builder”, andthen click on “Contact Builder”.
- Select “Data Extensions” tab.
- Click on “Data Extensions” folder, and then click on “MoEngage Data Track” subfolder.
-
Select “MoEngage Tracking Credential”
Here you can find the “External Key”, please ensure it is accurate. [Optional] If external key needs to be entered or changed, click on “External Key” input field, paste or enter the external key and click on “Done”.
C. MoEngage Event Activity Log
It logs Event Custom Activity information.
- Go to the “Homepage”
-
Click on “Audience Builder”, andthen click on “Contact Builder”.
- Select “Data Extensions” tab.
- Click on “Data Extensions” folder, and then click on “MoEngage Event DE”” subfolder.
- Select “MoEngage Tracking Credential”
- Select “MoEngage Event Activity Log”
D. MoEngage Push Activity Log
It logs Push Custom Activity information.
- Go to the “Homepage”
-
Click on “Audience Builder”, andthen click on “Contact Builder”.
- Select “Data Extensions” tab.
- Click on “Data Extensions” folder, and then click on “MoEngage Push DE”” subfolder.
-
Select “MoEngage MoEngage Push Activity Log”
Connect your MoEngage Workspace
A. Access the credentials cloud page
On your SFMC dashboard,
- Navigate to “Web Studio” >> “CloudPages” >> “MoEngage Credentials” subfolder. Finally click on “MoEngage Authentication Page”. Click Edit.
- Click on the “Page URL” to open the Authentication Page.
- Enter details of your MoEngage workspace. And click Submit.
Field Value Data center
Select your MoEngage data center. Refer to the guide here for details- https://help.moengage.com/hc/en-us/articles/360057030512-Data-Centers-in-MoEngage Workspace Name
Enter your workspace name. Its present in the header on your MoEngage dashboard. Workspace ID
Navigate to Settings >> Accounts >> APIs. Data API key
Campaign (Push) API Key
[Optional] Once done, you can also validate if the newly added workspace is present in the Data Extension.