Before you start<\/em><\/strong>, this integration is available with a Pro and higher subscription<\/a>. As a best practice, we recommend you also connect your campaigns to Monster Leads<\/a>\u00a0as a backup.<\/p>\n<\/div>\n<\/div>\n\n\n\n Our Salesforce Marketing Cloud Account Engagement<\/strong> integration requires that your account have access to Version 4 of the API.<\/p>\n<\/div>\n<\/div>\n\n\n\n When you create a campaign<\/a> in OptinMonster that you intend to collect leads with, you\u2019ll want to integrate with one or more services to send those leads to.<\/p>\n\n\n\n To send leads to Salesforce Marketing Cloud Account Engagement, follow these steps:<\/p>\n\n\n\n You’ll need the Business Unit ID from Salesforce Marketing Cloud Account Engagement when connecting OptinMonster.<\/p>\n\n\n\n This identifier can be found in the Account Engagement > Business Unit Setup screen.<\/p>\n\n\n\n Before you can connect Salesforce Marketing Cloud Account Engagement with OptinMonster you will need to create a Connected App in your Salesforce Marketing Cloud Account Engagement account<\/a>.<\/p>\n\n\n\n To create a Connected App, follow these steps:<\/p>\n\n\n\n Once you’ve created a Connected App in Salesforce Marketing Cloud Account Engagement, you’ll need to retrieve the Client Keys before integrating OptinMonster.<\/p>\n\n\n\n To retrieve the Client Keys for your Connected App, follow these steps:<\/p>\n\n\n\n Once you have finished creating a Connected App and retrieved the Client Keys in Salesforce Marketing Cloud Account Engagement, you can connect OptinMonster following these steps:<\/p>\n\n\n\n This integration supports Field Mapping, so you can easily add radio buttons, phone fields, text areas, number fields, lists, and more!<\/p>\n\n\n\n Get started using Field Mapping today<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n Before you<\/em><\/strong> begin using Field Mapping with Salesforce Marketing Cloud Account Engagement, please consider the following:<\/em><\/p>\n\n\n\n To send emails automatically to new leads you\u2019ll want to configure email automations within your Salesforce Marketing Cloud Account Engagement account.<\/p>\n\n\n\n The following guides from Salesforce Marketing Cloud Account Engagement may be helpful to get started:<\/p>\n\n\n\n We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.<\/p>\n\n\n\n Before you begin, please be aware of the following details when testing Salesforce Marketing Cloud Account Engagement integrations:<\/strong><\/em><\/p>\n\n\n\n Get started testing with the Live Site Inspector<\/strong> tool explained in our guide on how to test an OptinMonster campaign<\/a>.<\/p>\n\n\n\n If you are configuring a Gamified spin-to-win campaign<\/a>, spin-a-wheel support is automatically enabled when using our native Salesforce Marketing Cloud Account Engagement integration. The Coupon Label<\/strong> and Coupon Code<\/strong> will be passed as custom fields with each Salesforce Marketing Cloud Account Engagement prospect, like this:<\/p>\n\n\n\n Yes! See our Lead Sharing guide<\/a> to accomplish this.<\/p>\n\n\n\n See our guide on single vs. double opt-in<\/a>.<\/p>\n\n\n\n Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster<\/a>.<\/p>\n\n\n\n This step is optional<\/em> — if you are using the IP allowlist for Account Engagement, you will need to add our IP addresses in order for lead data to be passed along. Our IP addresses are as follows:<\/p>\n\n\n\n If the Salesforce Marketing Cloud Account Engagement account belongs to you directly and not individual sites, you can use the same Salesforce Marketing Cloud Account Engagement connection and use Lists to differentiate the leads coming from different sites.<\/p>\n\n\n\n\n\n Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking<\/a>.<\/p>\n\n\n\n Our Salesforce Marketing Cloud Account Engagement integration requires that your account have access to their Version 4 API.<\/p>\n\n\n\n This specific error indicates your Salesforce Marketing Cloud Account Engagement account does not have this access. You’ll want to reach out to Salesforce support directly<\/a> so they can add Version 4 API access to your account.<\/p>\n\n\n\n This error may occur if:<\/p>\n\n\n\n To check your Salesforce Marketing Cloud Account Engagement API domain, follow these steps:<\/p>\n\n\n\n See more details in Salesforce Marketing Cloud Account Engagement’s official documentation<\/a>.<\/p>\n\n\n\n
All subscription plans can add custom forms using the Form Embed block<\/a>.<\/p>\n\n\n\nConnect Salesforce Marketing Cloud Account Engagement<\/h2>\n\n\n\n
Business Unit ID<\/h3>\n\n\n\n
![\"Locate](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/business-unit-id.jpg\")
<\/figure>\n\n\n\nCreate Connected App<\/h3>\n\n\n\n
\n
![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/03\/salesforce-setup-link.jpg\")
<\/li>\n\n\n\n![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/03\/salesforce-search-app-manager.jpg\")
<\/li>\n\n\n\n![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/03\/salesforce-new-connected-app.jpg\")
<\/li>\n\n\n\n\n
https:\/\/app.optinmonster.com\/account\/oauth<\/code><\/li>\n\n\n\n
<\/ul>![\"How](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/salesforce-connected-app-settings.jpg\")
<\/figure><\/li>\n<\/ol>\n<\/li>\n\n\n\n![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/03\/Screenshot-on-2021-03-18-at-12-25-34.png\")
<\/li>\n<\/ol>\n\n\n\nRetrieve Client Keys<\/h3>\n\n\n\n
\n
<\/li>\n\n\n\n![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/connected-app-view.jpg\")
<\/li>\n\n\n\n![\"Mange](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/manage-consumer-details-button.jpg\")
<\/li>\n\n\n\n![\"API](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/API-keys.jpg\")
<\/li>\n<\/ol>\n\n\n\nOptinMonster Integration<\/h3>\n\n\n\n
\n
![\"Select](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/select-salesforce.jpg\")
<\/li>\n\n\n\n![\"Connect](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/connect-salesforce.jpg\")
*The Salesforce Marketing Cloud Account Engagement Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one Salesforce Marketing Cloud Account Engagement integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns.
<\/em><\/li>\n\n\n\n![\"Allow](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/allow-access-modal-759x1024.jpg\")
<\/li>\n\n\n\n![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/salesforce-provider-campaigns.jpg\")
<\/li>\n\n\n\n![\"Salesforce](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/salesforce-allow-dupes.jpg\")
<\/li>\n\n\n\nAdd Extra Fields<\/h2>\n\n\n\n
\n
\n
first_name<\/code><\/li>\n\n\n\nlast_name<\/code><\/li>\n\n\n\nphone<\/code> (use the Phone field<\/a> to send data to this Field)<\/li>\n\n\n\nom_coupon_code<\/code>, {branding}_coupon_code<\/code> (the Coupon Code won when creating a Gamified spin-to-win campaign<\/a>)<\/li>\n\n\n\nom_coupon_label<\/code>, {branding}_coupon_label<\/code> (the Coupon Label when creating a Gamified spin-to-win campaign<\/a>)<\/li>\n\n\n\ncampaign_lead_source<\/code><\/li>\n\n\n\nom_campaign_name<\/code><\/li>\n\n\n\ncampaign_id<\/code><\/li>\n\n\n\nprivacy_consent<\/code> (when using the Privacy Consent checkbox<\/a>)<\/li>\n\n\n\nsource<\/code><\/li>\n\n\n\ncomments<\/code><\/li>\n<\/ul>\n<\/li>\n\n\n\nEmail Automations<\/h2>\n\n\n\n
\n
Testing<\/h2>\n\n\n\n
\n
Spin-a-Wheel Support<\/h2>\n\n\n\n
\n
![\"Coupon](\"https:\/\/optinmonster.com\/wp-content\/uploads\/2021\/03\/salesforce-pardot-custom-fields-coupon.jpg\")
<\/figure>\n\n\n\nFAQs<\/h2>\n\n\n\n
Can I send leads to more than one Campaign?<\/h5>\n\n\n\n
How do I configure single or double opt-in?<\/h5>\n\n\n\n
Is it possible for me to add a phone field to my campaign?<\/h5>\n\n\n\n
Do I need to add OptinMonster to the Allowed IP List?<\/h5>\n\n\n\n
\n
Do I need to install a Connected App in SalesForce Marketing Cloud Account Engagement for each site we are running campaigns on and want to integrate with?<\/strong><\/h5>\n\n\n\n
Troubleshooting<\/h2>\n\n\n\n
The campaign is capturing leads but shows 0 conversions in analytics.<\/h5>\n\n\n\n
There was a problem retrieving your campaigns. Your account is unable to use Version 4 of the API.<\/h5>\n\n\n\n
Error: There was a problem retrieving your campaigns. Business Unit specified in SalesForce Pardot-Business-Unit-Id header not found or inactive.<\/h5>\n\n\n\n
\n
\n
\n