Salesforce Marketing Cloud

Companies engage with their users to deliver positive brand experiences, support their business goals, and build long-term relationships. You can coordinate all your engagement campaigns within the Salesforce Marketing Cloud (SFMC) Journey Builder.

Easily zero-in on the insights necessary to drive automated and targeted actions in other systems, through Airship's Journey Builder integration. Additionally, you can send all of your engagement data to SFMC via Airship Real-Time Data Streaming.

Use Cases

Create A Compelling Campaign In Minutes
Initiate campaigns with easy-to-use tools that don’t require a development team. With Airship, you can add mobile, SMS, and web messaging to any customer journey that will deliver in-the-moment value to your app audience.
Create Automated Journeys Triggered by Cross-Channel Events
Send targeted campaigns to onboard, activate, retain and re-engage your customers. Easily zero in on the insights necessary to drive targeted actions in other systems.
Configure Multiple Apps to be Integrated with SFMC
Most companies have multiple apps for various purposes - now you can easily configure them all in this integration and target them in individual campaigns.
Add Actions and Extras to Message Payloads
Do more with your messages by adding Actions (Deep Links, Landing Pages, Tagging, etc.) and Extras (Key/Value pairs available to the app upon direct open).
Track User Engagement
Understand and leverage how and when your users are using (or not using) your app in the Marketing Cloud interface.
Re-engage Users
Use cross-channel marketing to re-engage users when they uninstall your app or convert on their mobile device or web browser.

Setup: Journey Builder

After completing the Journey Builder setup, learn how to configure activities in Custom Mobile Activity and Custom Web Activity below.

Airship: Named User

This integration requires Named Users. Named Users are a system for mapping customer-chosen IDs to anonymous device IDs, supporting integrations with CRMs or other backend databases.

The Named User ID set on a device must map back to a data extension within Salesforce Marketing Cloud. Without this Named User set, Airship will not be able to target a specific device.

See our Named User documentation to set the Named User ID for a device via the iOS SDK, Android SDK, or the server-side API.

SFMC: Install App

Enroll to use this integration, and Airship will contact you to complete the installation.

  1. Go to the Airship app in the Salesforce AppExchange and click Get It Now.
  2. Check the box to agree to the terms and conditions, then click Install from Salesforce Marketing Cloud.
  3. Fill out the Airship enrollment form.

You will be notified via email when Salesforce has been added to your Airship account, and the email will include an installation link to add the app to your Marketing Cloud instance.

SFMC: Configure App

Configure the Airship app in the Salesforce Marketing Cloud. You must complete these steps for each Airship project you would like to use with Journey Builder.

  1. Open your instance of Salesforce Marketing Cloud.
  2. Hover over AppExchange in the navigation header and click Urban Airship.
  3. Click Add Application + and configure the app.
    • App Name: You will likely want to enter the same name as your Airship project.
    • App Key and Master Secret: You can grab these from your Airship project's Settings menu:
      1. Open your messaging project and go to Settings » APIs & Integrations » Airship API.
      2. Copy the App Master Secret.
    • Named User Data Extension: Click to select the Data Extension that contains a field that maps to Named User, and select that matching field from the Available Fields dropdown menu.
    • Issue Notification Email Address: Enter the email address where you would like to be notified of any issues with sends.
  4. Click Add Application.

SFMC: Configure SMS

If your app supports SMS, you can add your sender long- and shortcodes after you configure your app. You must know the long- or shortcodes that you want to support in Salesforce before you configure SMS.

  1. Log in to Salesforce Marketing Cloud.
  2. Go to AppExchange and select Urban Airship.
  3. Select the Application that you want to enable SMS for and scroll down to SMS Senders.
  4. Enter a Sender Name. The name only helps you identify senders in Salesforce.
  5. Enter the Sender Number. This is the long or shortcode you want to send messages from.
  6. Click Save New Sender.

Repeat this process to add multiple senders.

SFMC: Configure Data

The Data Extension field that matches your Named User must be linked back to the Contact Model. This is done using the SFMC Data Designer.

If you need assistance with this step, contact your SFMC administrator.

Setup: Real-Time Data Streaming Integration

Requirements:

You will need the following SFMC account information in order to complete the SFMC Setup section below:

  1. An API user account username and password. Be sure to give the user the privileges needed to add, edit, and insert data into Data Extensions.
  2. Stack ID. This is in the URL of your SFMC instance:
  3. MID. This appears when you hover over the business unit dropdown menu in the upper-right corner of the SFMC interface:

If these items are not available to you, contact your SFMC admin.

  1. Open your messaging project and go to Settings » Real-Time Data Streaming.
  2. Under Real-Time Data Streaming, click Salesforce AppExchange.
     Tip

    Previously configured integrations are listed under Enabled Integrations.

  3. Configure a new Salesforce AppExchange integration:
    • Enter a user-friendly name and description.
    • Enter SFMC Setup data specified in the note above. If you do not have this information, contact your SFMC admin.
    • Select the event types you want to send into SFMC.
  4. Click Activate.

After a short period of time, Real-Time Data Streaming will create a directory called "airship" in your Data Extensions root folder. The folder will contain 20 Data Extensions. Only the Data Extensions that correspond to your selected Event Types will be populated. DO NOT EDIT these Data Extensions or you may break your integration.

Custom Mobile Activity

Once the app and Data Extension are configured, Airship Mobile and Web Activities can be used in a Journey. These steps walk you through creating a Mobile Activity.

Open an Activity

  1. In the navigational header, go to Journey Builder » Journey Builder.
  2. Click Create New Journey and select a type.
  3. Drag the Airship Mobile icon from the Activities menu into the Journey Builder canvas and position it in the correct point within the Journey. The position of the activity within the journey can also be modified after setup.
  4. Click the icon for the Airship Mobile activity you just positioned. This will open the activity details, where you can modify the campaign.

Notification Setup

  1. Select a project, then select and configure a channel. If your account is not provisioned for SMS, you will only see the Mobile App options.
    • Mobile App: Check the boxes for the types of messages you would like to send within the campaign.
    • SMS: Select the SMS Sender you want to send your message from.
  2. (Optional) Enter a Campaign Category. Click to add an additional category field, 8 categories maximum. To delete a category, click at the end of its row.
  3. Click Next to move on.

Push

If you did not select Mobile App and Push Notification when setting up this notification, you will automatically skip to the next step.

  1. Enter the text that will display in your message.
     Note

    Your message can be personalized similarly to Marketing Cloud email campaigns. To use personalization data, refer to fields in the Contacts model. These references use the AMPScript syntax, e.g., %%your field name%%, which will find the first field in your contact model that matches that field name and use its value for the contact's personalization.

    If you have multiple fields in the model with the same name, you should also reference the data extension name to ensure you use the intended field, using the format %%data_extension_name.field_name%%.

  2. (Optional) Enter the URL for media you want to include with your message.
    • URLs must begin with https://.
    • Allowed formats and size limits:
      • Images: JPEG, GIF, PNG
      • Audio (10 MB): AIFF, WAV, MP3, M4A
      • Video (50 MB): MPEG, MPEG2, MP4, AVI
  3. Click Next to move on.

In-App

If you did not select Mobile App and In-App Message when setting up this notification, you will automatically skip to the next step.

  1. Enter the text that will display in your message.
     Note

    Your message can be personalized similarly to Marketing Cloud email campaigns. To use personalization data, refer to fields in the Contacts model. These references use the AMPScript syntax, e.g., %%your field name%%, which will find the first field in your contact model that matches that field name and use its value for the contact's personalization.

    If you have multiple fields in the model with the same name, you should also reference the data extension name to ensure you use the intended field, using the format %%data_extension_name.field_name%%.

  2. Click Next to move on.

SMS

If you did not select SMS when setting up your notification, you will automatically skip to the next step.

  1. Enter your message text. SMS messages are limited to 160 characters, or 80 characters if your message includes emojis. Exceeding the character limit results in multiple messages.
     Note

    You can personalize your message with data from your Contacts model using AMPScript syntax, e.g., %%your field name%%. When personalizing messages, SFMC uses the first match. If you have multiple fields with the same name, you should reference the data extension name to select the correct match — %%data_extension_name.field_name%%.

  2. Select Check Box to Shorten URL if you want to enable Link Shortening Converts HTTP/HTTPS URLs in your SMS messages to unique, shortened URLs for your recipients. The shortened URLs reduce the total number of characters that links consume and produce 'click' tracking metrics for your SMS messages. for URLs in your message.
  3. Click Next. You will automatically skip to the Confirmation step.

Action

This step is for Mobile App only. If you selected SMS when setting up your notification, you will automatically skip to the Confirmation step.

  1. Select a Message Action from the menu.
  2. Click Next to move on.

Extras/Tags

This step is for Mobile App only. If you selected SMS when setting up your notification, you will automatically skip to the Confirmation step.

  1. (Optional) Set Custom Keys Additional key-value pairs in your push notification payload for use by custom code in your app. You can use custom keys to pass additional campaign identifiers for analytics, pass user information to the device, control the look and feel of the app, provide image links, etc. . By default, a custom key is sent to push notifications on all platforms, but you can choose platform-specific keys as well if your message is going out to more than one platform, e.g., one imageURL for iOS and another imageURL for Android.

    Enter the key name and value, then click . To delete a custom key, click at the end of its row.

  2. (Optional) Add or remove tags. Select Add Tag or Remove Tag, enter the tag value, then click . To delete a tag, click at the end of its row.

  3. Click Next to move on.

Confirmation

  1. Review the message summary. If you would like to make changes, click Back to return to a previous step, make your changes, then Next to return to the Confirmation step.
    • Mobile App confirmation:
    • SMS confirmation:
  2. Click Done to save the Activity.

Be sure to complete the remaining Journey Builder configuration steps.

Custom Web Activity

Once the app and Data Extension are configured, Airship Mobile and Web Activities can be used in a Journey. These steps walk you through creating a Web Activity.

Open an Activity

  1. In the navigational header, go to Journey Builder » Journey Builder.
  2. Click Create New Journey and select a type.
  3. Drag the Airship Web icon from the Activities menu into the Journey Builder canvas and position it in the correct point within the Journey. The position of the activity within the journey can also be modified after setup.
  4. Click the icon for the Airship Web activity you just positioned. This will open the activity details, where you can modify the campaign.

Notification Setup

  1. Select an app from the dropdown menu.
  2. Optionally enter a Campaign Category. Click to add an additional category field, 8 categories maximum. To delete a category, click at the end of its row.
  3. Click Next to move on.

Web

  1. Define what will display in your web push notification.
    • Browser message: The body of the message.
    • Title: The text that appears above the message body.
    • Icon URL: Overrides the icon set in Settings » Channels » Web Notifications. Optional. HTTPS is required.
       Note

      Web push notifications can be personalized similarly to Marketing Cloud email campaigns. To use personalization data, refer to fields in the Contacts model. These references use the AMPScript syntax, e.g., %%your field name%%, which will find the first field in your contact model that matches that field name and use its value for the contact's personalization.

      If you have multiple fields in the model with the same name, you should also reference the data extension name to ensure you use the intended field, using the format %%data_extension_name.field_name%%.

  2. Click Next to move on.

Action

  1. Select a Message Action from the dropdown menu.
  2. Click Next to move on.

Extras

Optionally set Custom Keys Additional key-value pairs in your push notification payload for use by custom code in your app. You can use custom keys to pass additional campaign identifiers for analytics, pass user information to the device, control the look and feel of the app, provide image links, etc. .

  1. Enter the key name and value, then click . To delete a custom key, click at the end of its row.
  2. Click Next to move on.

Confirmation

  1. Review the message summary.If you would like to make changes, click Back to return to a previous step, make your changes, then Next to return to the Confirmation step.
  2. Click Done to save the Activity.

Be sure to complete the remaining Journey Builder configuration steps.