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Integrating with Salesforce Marketing Cloud
Integrating with Salesforce Marketing Cloud
Updated this week

Use cases and value proposition

  1. Capture WhatsApp subscribers on Salesforce => Alignment with CDP strategy

  2. More enriched profiles on Salesforce through zero and first-party data collection via WhatsApp => Better segmentation & personalization within Salesforce => Higher conversion / revenue => 10-20% higher revenue per recipient across channels

  3. Add WhatsApp as an additional messaging channel => Allow targeting contacts who prefer WhatsApp as channel => 20-40% higher revenue per recipient for WhatsApp subscribers

Setup

Add WhatsApp as a channel to Bloomreach scenarios, e.g. for Abandoned cart flows


Data import & export using the sFTP integration

The sFTP integration enables data exchange between charles and Salesforce through encrypted file transfer. SFMC provides an sFTP server by default. If needed, we can also help you host a custom sFTP server. In this case, reach out to your account manager.

Import SFMC audiences into charles

To use audiences from SFMC in charles, place them on the sFTP server. charles will retrieve the audiences in regular intervals and import them so that you can use them in your WhatsApp campaigns.


Export subscriptions and contacts from charles to SFMC

charles provides a file with contacts and their subscription info on the sFTP. You can create an automation in SFMC or any other Salesforce product to execute the import.


Export engagement events (WhatsApp Message Delivered, Clicked, Read)

charles provides a file with engagement events on the sFTP. You can create an automation in SFMC or any other Salesforce product to execute the import.


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