How to Configure Native Integration between Outgrow and Salesforce Marketing Cloud

Outgrow's native integration with Salesforce Marketing Cloud (SFMC) lets you seamlessly transfer leads and their data captured through Outgrow interactive content (quizzes, calculators, polls, etc.) directly to your SFMC account. This helps streamline your marketing automation and lead nurturing processes.

Benefits of the Integration

A. Real-time lead transfer: Lead data is instantly pushed to SFMC as soon as it's captured in Outgrow, enabling immediate follow-up and engagement.

B. Enhanced lead segmentation: SFMC will receive detailed lead information, including responses to Outgrow content, for more targeted and personalized campaigns.

C. Improved marketing ROI: The integration allows you to make data-driven decisions and optimize your marketing efforts by tracking lead behaviour and conversions.

Steps to Configure the Integration

A. Log in to Outgrow: Access your Outgrow account and navigate to the specific content piece (quiz, calculator, etc.) you want to integrate with SFMC.

B. Go to 'Configure': Find and click on the 'Configure' tab within your content piece. In the 'Configure' tab, look for the 'Integrations' option and click on it. Click on Configure, to configure an integration between Outgrow and Salesforce Marketing Cloud.

C. Provide SFMC Credentials: You'll be prompted to enter your Salesforce Marketing Cloud credentials, including your Client ID, Client Secret, and Authentication Base URL. Click on Authenticate With Marketing Cloud, to authenticate the integration.

D. Once the configuration is authenticated, you can choose to Proceed With Contacts, data Extension, or Segment.

E. If you choose Proceed With Contacts/Data Extensions, you can select Contacts or Data Extensions.

F. When you Proceed With Data Extensions, you can select the data extension to which you want to add the data. Click on Select And Continue to move to the next step.

G. Map Outgrow Fields to SFMC Data Extensions: Establish a connection between the data fields in your Outgrow content and the corresponding fields in SFMC. This ensures that the lead data is accurately transferred and organized in your SFMC account.

H. Save and Test: After completing the mapping, save your integration settings. Testing the integration is strongly recommended to ensure that lead data flows correctly from Outgrow to SFMC.

Finding Authentication Credentials within your Salesforce Marketing Cloud (SFMC) account

To access the details required to connect your SFMC account with Outgrow, here are the steps that you can follow:

A. Access Installed Packages

Log in to your SFMC account.
Navigate to Setup.
Click on Platform Tools.
Select Apps.
Choose Installed Packages.

B. Identify the Relevant Package

You will see a list of installed packages.
Locate the package associated with the integration you're setting up (e.g., the package that enables the Outgrow integration).
Click on the package name to open its details.
Retrieve the Information.
Within the package details, you should find the following:

Client ID: This is typically labeled as "Client ID" or something similar.
Client Secret: Look for a field labeled "Client Secret" or similar.
Authentication Base URL or SOAP Base URI: This may be listed as "Authentication Base URL", "SOAP Base URI", or a similar term.

Troubleshooting Tips

A. Check credentials: If you encounter issues, double-check that your SFMC credentials are accurate.

B. Verify field mapping: Ensure that the mapping between Outgrow fields and SFMC Data Extensions is correct.

C. Contact support: If problems persist, reach out to Outgrow or Salesforce Marketing Cloud support for assistance.

Important Considerations:

A. Data privacy: Comply with relevant data privacy regulations when transferring lead data between Outgrow and SFMC.

B. Integration updates: Stay informed about any updates or changes to the integration process from Outgrow or Salesforce.

By following these steps, you can effectively configure the native integration between Outgrow and Salesforce Marketing Cloud, unlocking the full potential of your lead generation and marketing automation efforts. If you have any questions, feel free to contact us at [email protected], and we will be happy to assist you further.