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This documentation is currently under development. Certain sections are not yet complete and will be added shortly.

Salesforce marketing cloud

Why deploy the neostore connector with SFMC?

Why deploy the neostore connector with SFMC

Enhance your marketing campaigns with the strategic collaboration between Neostore.cloud and Salesforce Marketing Cloud.

This partnership will bring a touch of modernity and dynamism to your campaigns while simplifying their management!

Benefits

  • Unmatched Customer Experience: Provide your customers with instant access to their accounts, loyalty cards, or tickets from their smartphones, ensuring a seamless and memorable experience.

  • Modern Engagement Channel: Integrate a modern and exclusive engagement channel into your marketing campaigns, allowing direct interactions within wallets to create memorable moments at every stage of the customer journey.

  • Centralized Marketing Campaigns: Simplify campaign management by controlling everything from a single platform, avoiding the duplication of efforts across different tools.

How It Works

  • Integrate Neostore Links: Embed Neostore links in your email and SMS templates to encourage users to download passes to their preferred mobile wallets.

  • Synchronize Installed Passes: Sync installed passes with Data Extensions to refine your marketing segments.

  • Automate Updates and Push Notifications: Use the "Neostore Push Update" action in Salesforce Marketing Cloud's Journey Builder to automate pass updates and send push notifications to your users.

These notifications can include birthday surprises, web and retail transaction tracking, promotional offers, and loyalty benefits.


Configuration

  1. Access Content Builder

    Log in to your Salesforce Marketing Cloud account and access the user interface and select the "Content Builder" option.

Configuration
  1. Creating new content

    Click on "Create" to start a new content. Then choose the type of content you wish to create. For a dynamic block, you can select "Code Snippet" or a content type compatible with dynamic blocks.

    A "Code Snippet" is a block of HTML, CSS or JavaScript code that allows you to accomplish a specific task by calling up an external block content, without having to rewrite the code each time. The "Code Snippet" allows easy reuse in many contents.

Configuration (2)
  1. Register a Key

    In order to create a secure link. It is required to configure a Key in SFMC.

    To get the Key, go to The Wallet Crew Security here : https://admin.thewalletcrew.io/tenant/~/security/secrets and copy the first secret

To get the Key, go to The Wallet Crew Security here : https://admin.thewalletcrew.io/tenant/~/secur
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  1. Developing the dynamic block

    In the new workspace, create your content using AMPscript.

    Example of JWT link in AMPScript:

    In the payload, it is possible to use any external Id if they are known by The Wallet Crew. For example, if you use Cegid Y2 it is possible to replace the line with email with

    where @customerId is the Y2 identifier within SFMC

  2. Adding dynamic parameters

    To make your dynamic block truly dynamic, you need to define parameters that will be fed by the data.

    Use the customization features to link the fields in your dynamic block to data from your Data Extension or other data sources (list, etc).

Use the customization features to link the fields in your dynamic block to data from your Data Exten
  1. Preview and test

    Before finalizing, preview your dynamic block to make sure it works as intended. Test it with different data, if possible, to check its flexibility and responsiveness to the variables you require.

  2. Registration and use

    Once you're satisfied with the dynamic block, save it in Content Builder. It will then be available for integration into your emails, web pages or other marketing campaigns using the customization features.

    You can now use your block to integrate it into an email. To integrate it, go to "Email Studio", then to "Content" and create or select the email according to your objective.

    Example coding of a block snippet with a link for each downloadable element (Apple Wallet or Google Pay) that can be set up:

Example coding of a block snippet with a link for each downloadable element (Apple Wallet or Google

User Guide

Use Journey Builder to send an email to invite your customer to download their pass and another email confirmation after installing the loyalty card.

Thanks to “Journey Builder” you can design and automatic a customer journey to communicate with your customers if they still haven’t downloaded the loyalty card.

Example of a Customer Journey in “Journey Builder”:

User Guide

Push update

Configuration

A Marketing Cloud Package is a bundle of features, configurations, and functionalities offered by Salesforce Marketing Cloud. These packages often include tools for email marketing, social media advertising, customer segmentation, and analytics. They provide a unified platform for marketers to orchestrate and automate their marketing campaigns. To install our Wallet Crew Package, follow those steps:

  1. Package Creation

    • Access to your Marketing Cloud

    • From your personal space, select Setup

Setup
  • In Setup, go to Apps, then Installed Packages

Apps
  • Select New, and create a new package with Name “The Wallet Crew” and Description “The Wallet Crew integration

Configuration (3)
  • From the Wallet Crew Package, copy the JWT Signin Key

Configuration (4)
  • Go to The Wallet Crew advanced configuration : https://admin.thewalletcrew.io/tenant/~/configuration

  • Create or edit a file name server/sfmc.yml with

    signinKey: "".

  1. Package configuration

    • From your new package, select Add component, then pick Journey Builder Activity

Add component
  • Populate the fields Name and Description , then in Category pick Messages. Finally in the field Endpoint URL, enter the URL adress of our application : https://app.neostore.cloud/api/**{tenantId}**/webhooks/listeners/sfmc/actions/pushupdate

Name
  1. Journey builder configuration

    • Navigate to Journey Builder: Access Journey Builder from the Marketing Cloud dashboard.

Navigate to Journey Builder: Access Journey Builder from the Marketing Cloud dashboard
  • Create a New Journey: Start a Multi-Step-Journey or open an existing one.

Create a New Journey: Start a Multi-Step-Journey or open an existing one
  • Add The Wallet Crew push update custom Activity

Add The Wallet Crew push update custom Activity
  • Configure The Wallet Crew data information

for identifiers uses :

for additionalData uses :

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New feature !

👉 With the SFMC extension it is now possible to change the passType of the targeted pass using the passType field on the SFMC custom activity.

Values will vary based on your Wallet Crew & SMFC configuration

  • Define the Data Extension configured for the journey

  • Specify the triggers that initiate the journey and the paths that contacts will follow

Specify the triggers that initiate the journey and the paths that contacts will follow
Specify the triggers that initiate the journey and the paths that contacts will follow (2)
  1. Test & activate

  • Test the journey

Test the journey
  • Monitor & analyze

Monitor & analyze

User guide

In journey builder

User guide

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