This article describes how to trigger your Salesforce Email Studio (formerly ExactTarget) email campaigns and manage subscribers in your ExactTarget Marketing Cloud lists and data extensions.

This is the legacy version of this connector, the new version can be found at Salesforce Email Studio OAuth2 (ExactTarget) Connector Setup Guide.

This article covers the following topics:

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Prerequisites

The following items are required to configure the Salesforce Email Studio (ExactTarget) connector:

  • Username
  • Password
    • Your ExactTarget Marketing Cloud password.
  • Server Host Name
    • Required.
    • Enter your ExactTarget Marketing Cloud server host name.
    • If you do not know the server host name, contact your ExactTarget Marketing Cloud representative.
    • When entering server host, do not include protocol and path. For example, enter only webservice.exacttarget.com.
  • IP Whitelisting
    • Optional.
    • If your ExactTarget Marketing Cloud has whitelisting enabled, configure the system to whitelist the IP addresses.
    • This is usually the default setting.

Connector Configuration Requirements

The ExactTarget Marketing Cloud API has two (2) Web Service communication protocols, Simple Object Access Protocol (SOAP) and Representational State Transfer (REST). The Tealium Salesforce Email Studio (ExactTarget) connector uses SOAP. SOAP calls can be authenticated using an access token or a username and password. The Tealium connector authenticates using the username and password method.

For additional information, see Authenticate with Username Token in Get Started with the SOAP Web Services API.

You will need the following authentication information to configure connectors:

Supported Actions

Action Name Action Trigger on Audiences Trigger on Streams

Send Email to User

Triggers an email to subscribers

Add to Email List

Adds subscribers to an email list

Remove from Email List

Removes unsubscribers from an email list

Upsert Subscriber and Add to Email List(s)

Adds subscribers to an email list and sends their data to existing profile attributes

Data Extension - Add Record

Inserts new records in a data extension

Data Extension - Add Multiple Records

Inserts multiple records in a data extension

Data Extension - Delete Record

Deletes existing records from a data extension

Data Extension - Update Record

Updates existing records in a data extension

Data Extension - Upsert Record

Updates existing record and inserts new records in a data extension

Configure Settings

Go to the Connector Marketplace and add a new Salesforce Email Studio (ExactTarget) connector. For general instructions about how to add a connector, see Connector Overview.

To configure your vendor,

  1. In the Configure tab, enter a descriptive title.
  2. Enter the username, password, and host name for your ExactTarget Marketing Cloud account.

    Do not include http or https protocol in the host name.

  3. (Optional) Provide descriptive notes regarding the Salesforce Email Studio (ExactTarget) connector configuration.

Action Settings: Parameters and Options

Click Next or go to the Actions tab. From here, you will set up actions and trigger each action.

Action: Send Email to User

This section describes specific parameters and available options for the Send Email to User action.

Parameter Description

Business Unit

  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.

Triggered Send Email Interaction

  • Required.
  • Select the Triggered Email Message to send to the user (or subscriber).
  • If you do not find the email message you are looking for, check to ensure that the message exists in the Business Unit selected above.

Subscriber Lookup by Key

  • Required.
  • Select the attribute whose value uniquely identifies the subscriber, such as the email recipient.
  • Lookup existing subscriber by key to send them an email.
  • For additional information, see What is a subscriber key?

    Salesforce advises against using the email address as the subscriber key.

Disable Subscriber Lookup

  • By default, AudienceStream performs a lookup call to search for the subscriber key.
  • If you want to send real-time emails to users who are not in your subscription list, you must disable the lookup.
  • Checking this box will turn off the subscriber lookup call.
  • To disable lookup check the Disable Subscriber Lookup checkbox and configure the Subscriber Email section.

Subscriber Email

  • Required.
  • Select the attribute that stores the email address for the subscriber.
  • Provide email to send message to.
  • Required if subscriber lookup is disabled.
  • Email can be left blank to use looked-up subscriber's email instead.

Attributes to Add or Overwrite

Don't Send Email to Subscriber with Status

Select one or more subscriber statuses that you want to exclude from your email list, as shown in the following table:
Option Description
Active The subscriber status is ;not any of the following: bounced, held, unsubscribed, or deleted.
Bounced The email for the subscriber has bounced at least once
Held The email could not be delivered
Unsubscribed The user is no longer a subscriber
Deleted The subscriber has been deleted from a specific subscriber list or the master All Subscribers list

Async Processing

  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Add to Email List

This section describes specific parameters and available options for the Add to Email List action.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Email List
  • Required
  • Select the email list to add the subscriber to.
  • You can select a specific list or the master All Subscribers list.
Subscriber Lookup by Key
  • Required.
  • Select the attribute whose value uniquely identifies the subscriber, such as the email recipient.
  • Lookup existing subscriber by key to send them an email.
  • For additional information, see What is a subscriber key?

    ExactTarget advises against using the email address as the subscriber key.

Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Remove from Email List

This section describes specific parameters and available options for Remove from Email List action.

Parameter

Description

Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Email List
  • Required
  • Select the email list to add the subscriber to.
  • You can select a specific list or the master All Subscribers list.
Subscriber Lookup by Key
  • Required.
  • Select the attribute whose value uniquely identifies the subscriber, such as the email recipient.
  • Lookup existing subscriber by key to send them an email.
  • For additional information, see What is a subscriber key?

    ExactTarget advises against using the email address as the subscriber key.

Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Upsert Subscriber and Add to Email List(s)

This section describes specific parameters and available options for Upsert Subscriber and Add to Email List actions.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Subscriber Lookup
  • Required.
  • Select the attribute whose value uniquely identifies the subscriber, such as the email recipient.
  • Lookup existing subscriber by key to send them an email.
  • For additional information, see What is a subscriber key?

    ExactTarget advises against using the email address as the subscriber key.

Subscriber Attributes Data
  • This parameter is optional or required, depending on your account attributes.
  • A profile attribute contains information to characterize a subscriber profile.
  • For more information, see Profile and Preference Attributes.
  • Date attributes are converted to ISO 8601 format.
  • Example: YYYY-MM-DDThh:mm:ss
Add Subscriber to Email List(s)
  • Required
  • Select the email list to add the subscriber to.
  • You can select a specific list or the master All Subscribers list.
  • Click the plus sign (+) to include more lists.

User Status

  • Select the value to update the user's status to.
  • Available options are:
    Option Description
    Active The subscriber status is not any of the following: bounced, held, unsubscribed, or deleted.
    Held The email could not be delivered
    Unsubscribed The user is no longer a subscriber
Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Data Extension - Add Record

This section describes specific parameters and available options for Data Extension - Add Record action.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension
  • Required.
  • Select the data extension where you want to add the record.
Record Fields
  • Required.
  • Map values to fields to add new records to the data extension.
Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Data Extension - Add Multiple Records

This section describes specific parameters and available options for Data Extension - Add Multiple Records action.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension
  • Required.
  • Select the data extension where you want to add multiple records.
Record Fields
  • Required.
  • Map Array type attributes to add multiple data extension records.
  • Array type attributes must be of equal length.
  • Single value attributes can be used and will apply to each record.
Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Data Extension - Delete Record

This section describes specific parameters and available options for Data Extension - Delete Record action.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension
  • Required
  • Select the data extension where you want to remove the record.
Record Lookup
  • Required.
  • Map values to record fields by witch to find existing records to delete.
  • Ensure that you map at least one (1) primary key or the delete action will fail.
  • By default, the To drop-down list displays only the primary and required key columns.
  • To map more primary keys, click the plus sign (+) and enter the column name.
Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Data Extension - Update Record

This section describes specific parameters and available options for Data Extension - Update Record action. This Action only updates existing records, it does not insert new records.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension
  • Required
  • Select the data extension where you want to update the record.

Data Extension

  • Required.
  • Map values to record fields by witch to find existing records to update.
Record Lookup
  • Required.
  • Map values to record fields by witch to find existing records to update.
  • Ensure that you map at least one (1) primary key or the update action will fail.
  • By default, the To drop-down list displays only the primary and required key columns.
  • To map more primary keys, click the plus sign (+) and enter the column name.
Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Action: Data Extension - Upsert Record

This section describes specific parameters and available options for Data Extension - Upsert Record action. With this Action, you can update existing records and insert new records.

Parameter Description
Business Unit
  • Recommended.
  • Select the Business Unit to use for this action instance.
  • If you are not sure, select the default option.
  • If not specified then DEFAULT option will be used, which corresponds to default business unit of configured Marketing Cloud user.
Data Extension
  • Required
  • Select the data extension where you want to find an existing record to update.
Record Lookup
  • Required.
  • Map values to record fields by witch to find existing records to update.
  • Ensure that you map at least one (1) primary key or the upsert action will fail.
  • By default, the To drop-down list displays only the primary and required key columns.
  • To map more primary keys, click the plus sign (+) and enter the column name.
Add Record
  • Optional.
  • Map values to fields to add a new record if it does not exist in the data extension.
Update Record
  • Optional.
  • Map values to fields to update an existing record in a data extension.Up
Async Processing
  • Supports async processing, which is disabled by default.
  • Enable this option to manage processing high volumes of data.
  • Check option to enable asynchronous processing.
  • API calls will be queued before being processed, rather than directly at the time the API call is received.
  • Async API calls are generally faster to complete and always return successful responses, even if underlying queued operation fails at a later point.
  • For more information, see: Asynchronous Processing.

Vendor Documentation

For additional information, see the following vendor documentation: