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Salesforce Extension: Triggering Active Messages

  • Updated

 

Index:

  1. Introduction
  2. How it works
  3. Installation and Configuration
  4. Usage Examples
  5. Support

Introduction 


The Salesforce extension is a powerful management platform. The extension integrates Blip with Salesforce Marketing Cloud, enabling the sending of active messages through Salesforce Marketing Cloud's Journey Builder.

How it works


The Salesforce extension offers the following features:
Sending active messages via Salesforce Marketing Cloud's Journey Builder.

 

Installation and Configuration 

Extension Installation

To use the extension, first install it in your Blip environment via the Blip Store.

Extension Installation in Salesforce

Next, it is necessary to install the extension on the Salesforce platform as well.

Access Salesforce Marketing Cloud. In the top-right corner, select "Profile" and click on "Settings." Then, in the sidebar, look for "Apps" and select "Installed Packages." Click "New" to add a new package.

 

For the package, you can give it any name and description you wish. Click "Save" to finalize.

Add a New Component to the Package

To add a new component to the package, click "Add Component" and then select "Journey Builder Activity."

Then, define the activity properties. It is important that the "Category" be set to "Messages." As in the previous step, choose an appropriate name and description.

The "Endpoint URL" can be found on the extension's configuration page within Blip.

With the extension installed, you need to access Journey Builder to start using it. You can check the guide by clicking "Next" or continue reading below.

Usage Examples

How to use the app within Journey Builder and trigger active messages?

Using the app and triggering active messages is simple and does not require programming knowledge.

First, create a new journey in the "Salesforce Marketing Cloud Journey Builder."

Visit the "Message" section. There, you will find the "Active Messages - WhatsApp" component, which should be dragged into the journey.

Attention! The entry source of the journey must be a Data Extension (DE).

In the app, select a property from your DE (contact list variable) to indicate the phone number. This field will ALWAYS be replaced with a SALESFORCE VARIABLE.

Then, define the "Message Template" and its variables. You can use either Salesforce contact variables or simple variables.

Attention! Salesforce variables must always be specified using square brackets. For example, to use the "NAME" variable, you should enter it as "[NAME]" (without quotes).

You can also optionally set up a bot to redirect users. Once the configuration is complete, click "Save" and remember to publish the journey so that it begins running.

Support

If you have any questions or encounter any issues with the extension, please contact us via email at support@whitewall.dev.

For more information, visit the discussion about the topic in our community or watch the videos on our channel. 😃

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