Salesforce Marketing Cloud is an extensive marketing suite that allows marketers to create complex omnichannel journeys that are more tailor-made and more interesting for the end user.
In case you missed it, we just released a connector with them. More information is in this video (English subs available).
Get in touch with us to set up this integration.
Looks great. How do I use it?
Once the integration has been set up on your account, you should see a new Batch Custom Activity in your Journey Builder, start by adding it to your Journey and click on it!
> First step, adding the Campaign Name and Apps
Input a unique campaign name for this push notification and choose on which would you like to send a push notification to.
> Second step, choose between an existing template and a new campaign
We let you either use Batch's interface or Salesforce's to create your campaign content. If you feel comfortable with Batch dashboard and feature, you can create a campaign there with Mobile Landings, personalization and previsualization, and save it as a draft.
Otherwise, you can choose "New campaign" to create new campaign content from scratch, directly to Fourth Step.
> Third step, choosing templates
If you've chosen the Template option on the second step, you will be asked now to choose for each app which draft campaign you wanna use for your push notification on Salesforce.
Note that it is also possible to override the draft content with new values if you choose the option in the bottom bar. Switching it on will bring you to the fourth step. Otherwise, you are done!
> Fourth step, creating new campaign content
You are now prompted to write campaign content for your push notification. If a template was chosen in Step 3, these new values will override the template values.
Note that the image URL should be secured.
That's it!
Nice, but how do I run automated scenarios based on push reactions?
How to do it
Create a new Decision Split, and use the campaign ID below the Batch tile, and use it as a group-id to refer to a specific notification in your request.
If you want to target users that received the push notification, add a event: sent request. If you want to target users that opened the push notification, add a event: open request as shown below :
A few technical details ...
Every day, Batch will fill a Data Extension called BATCH_PUSH with reaction events, so the day following the sending of the push notification, we will provide you with data concerning each push that has been sent.
In this database, the push is referred to by their group-id, which is a slug of the campaign name you've chosen (= a campaign ID). Note that this slug is available as the push tile name:
In the BATCH_PUSH data extension, this data is available as the group-id. Use it to retrieve information on the state of a push of a certain user such as demonstrated below:
There are four states in which a push can be, those states are represented by the event attribute :
accepted: the push request has been accepted by Batch and will be processed asap.
sent: the push notification has been sent to the user.
open: the push notification has been opened by the user
error: the push notification encountered an error (device unreachable in most cases).