Introduction
The documents helps to sync your users from Salesforce Marketing Cloud (SFMC) to MoEngage. By following these steps, you can ensure that your user data is consistently updated in MoEngage, enabling effective and personalized marketing campaigns.
| library_add_check |
Prerequisites
|
Integration
SFMC Audience Sync involves transferring audience data from Salesforce Marketing Cloud to MoEngage using Automation Studio. The process leverages an SSJS script to extract user data and MoEngage credentials from designated data extensions, syncs the users to the specified MoEngage workspace, and updates the sync status accordingly. This automation runs daily or on demand (from the UI).
Steps
Step 1: Configure data extension
- Change the external key of the credentials data extension from the solution package to “MoEngage Credentials”
- Change the external key of the “Sync Users to MoEngage” data extension from the solution package to Sync Users to MoEngage.
Step 2: Populate User Data
- Open the “Sync Users to MoEngage” data extension from the installed solution package.
- Click on “Add Record” to add user records and Input user data directly into the data extension.
- Click “Import” and upload a CSV file containing user data.
- Required Fields:
- customer_id
- MoEngage Workspace Name
- synced (set to false for unsynced records)
- Additional Fields: Include any other necessary fields for the sync process. Fields can be added or removed based on requirements.
Note- Setting the synced field to false ensures that only these records are picked up by the automation for syncing. After a successful sync, this field will be updated to true.
Step 3: Execute User Sync Automation
Automation Configuration
The automation, pre-configured in the solution package, uses an SSJS script to process the sync. Activate the automation to run every 24 hours. Or click “run once” to execute the automation once for testing purposes.
Sync Process
The automation retrieves user data from the Sync Users to MoEngage data extension and MoEngage credentials from the MoEngage Credentials data extension. It syncs users with synced set to false to the active MoEngage workspace.
- New Users: Created in MoEngage.
- Existing Users: Attributes are updated in MoEngage.
Upon successful sync, the synced field in SFMC DE is updated to true.
Scheduling
The automation runs automatically every 24 hours.
Troubleshooting: Monitor automation logs
- Navigate to the Activity Section within Automation Studio to view logs related to the sync process.
- Additional details are logged in the “Logs of Automation for Sync Users to MoEngage” data extension, available in the solution package. Use these logs to troubleshoot any issues or verify successful sync operations.