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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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Page 1: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Infobip SMS Connector

For Salesforce Marketing Cloud

Setup Guide and User Manual

Page 2: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Increase Salesforce marketing effectiveness and

boost your marketing efforts by using the most

effective communication channel.

Page 3: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

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

Page 4: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Setup guide – Send SMS

After loging in in Salesforce Marketing Cloud, choose Settings then

Administration

Step 1

Page 5: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Step 2

Setup guide – Send SMS

In Administration go to Account and then Installed packages

Page 6: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Step 3

Setup guide – Send SMS

In the right upper corner click New to add Infobip SMS packages

Page 7: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Step 4

Setup guide – Send SMS

Click Add Component to add the customer journey action to the package.

Page 8: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Step 5

Setup guide – Send SMS

Pick the Journey Builder Activity and click Next.

Page 9: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

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

Page 10: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

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

Page 11: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

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

Page 12: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

User Manual

Page 13: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Within the Journeys Dashboard name your Journey, insert the entry source, activities and control how your

Flow will look like.

User manual

Page 14: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

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

Page 15: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

In case of having a Decision Split make sure to determine the path criteria for each decision

User manual

Page 16: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

Start your Journey and real-time monitor flow of the campaign

User manual

Page 17: Infobip SMS Connector For Salesforce Marketing Cloud · 2019-09-11 · Prerequisites To begin using Infobip SMS capabilities in Salesforce Marketing Cloud, you’ll need to: 1. Create

You are all set!

For additional help, please contact your account manager or our support at [email protected]


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