Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using...
Transcript of Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using...
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Infobip SMS Connector
For Salesforce Marketing Cloud
Setup Guide and User Manual
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Increase Salesforce marketing effectiveness and
boost your marketing efforts by using the most
effective communication channel.
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Prerequisites
To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to:
1. Create Infobip account
a) Generate API key on Infobip platform
b) Setup Senders on Infobip platform
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Setup guide – Send SMS
After loging in in Salesforce Marketing Cloud, choose Settings then
Administration
Step 1
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Step 2
Setup guide – Send SMS
In Administration go to Account and then Installed packages
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Step 3
Setup guide – Send SMS
In the right upper corner click New to add Infobip SMS packages
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Step 4
Setup guide – Send SMS
Click Add Component to add the customer journey action to the package.
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Step 5
Setup guide – Send SMS
Pick the Journey Builder Activity and click Next.
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Step 6
Define details of Infobip customer journey action and save it. You can use the following
values:
• Name: Send SMS
• Description: Send text messages to your users
• Category: Messages
• Endpoint URL: https://api.infobip.com/marketing-cloud/1/_/sms
With this URL your preconfigured Infobip Sender id will be
used. If you wish to choose between multiple senders,
contact your account manager and you will be provided
with the custom Endpoint URL which will enable you to
choose a specific sender for each Journey you create.
Setup guide – Send SMS
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This step is optional and it doesn’t impact the sending of your SMS campaign.
• In a drop down menu choose which Send SMS activity status you want to fetch.
• The SMS delivery status pairs activities by the name of the activity, it is important not to change names in
the process.
Setup guide – SMS delivery status
To add the Fetch SMS status activity go to Add Component within Installed
Packages
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Setup guide – SMS delivery status
Define details of Infobip Customer Journey action and save it. You can use the following
values:
• Name: Fetch SMS status
• Description: Fetch status of your sent text messages
• Category: Messages
• Endpoint URL: https://api.infobip.com/marketing-cloud/1/_/status
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User Manual
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Within the Journeys Dashboard name your Journey, insert the entry source, activities and control how your
Flow will look like.
User manual
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User manual
Within the Journey configure
your SMS sending action
• Type in your message
template
• In a dropdown menu select the
field which consists a phone
number (MSISDN)
• Copy your Infobip API key and
paste it into this form
Use Test SMS message to send
the SMS message to yourself and
see how the message will look
like on your users mobile phones
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In case of having a Decision Split make sure to determine the path criteria for each decision
User manual
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Start your Journey and real-time monitor flow of the campaign
User manual
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You are all set!
For additional help, please contact your account manager or our support at [email protected]