Set up on Salesforce Marketing Cloud
Log in to Salesforce Marketing Cloud and from your profile dropdown select Setup.
From the left-hand nav panel click Apps and from the options select Installed Packages
Create a New installed package. Call it something suitable such as “Cloud4Wi Connector”
Click Add Component
Select API Integration and click Next
Select Server-to-Server and click Next.
Under Contacts tick Audiences (Read and Write) and List and Subscribers (Read and Write)
Under Data tick Data Extension (Read and Write).
Under Automation tick Journeys (Read, Write and Execute).
Your API credentials are now created.
You'll need to provide to the Cloud4Wi team:
- Client Id
- Client Secret
- Authentication Base URI
Create Data Extension
To receive Contact data into a data extension, you need to create one.
Go to Contact Builder > Data Extension and click "Create".
Select "Is Sendable"
On the "attributes" step, create all the fields that you want to collect from your Cloud4Wi account and define what field will be used as a primary key.
You'll need to provide to the Cloud4Wi team:
- Data Extension ID
- The field name that has been used as a primary key
Create a custom API Entry Event
If you want to use Cloud4Wi Moments to trigger real-time, context-aware experiences using Journey Builder, you need to first create a new Entry Event.
First, you need to create a Data Extension that will log all the entry events when triggered.
You can call the DE for example "c4w_moments".
You should add as a minimum the field that represents the subscriber key and:
- momentType (text, 50 char)
- locationId (text, 50 char)
- locationName (text, 50 char)
Go to Journey Builder > Events > Entry Sources. Create a new entry source by clicking on "+ New Event" and select "API Event".
On the Select DE step of the wizard, select the Data Extension previously created (for example "c4w_moments").
Leave the rest with the default configuration.
The filed "momentType" will include the type of moment with the following values:
- signup
- wifilogin
- arrive
- dwell
- leave
You'll be able to filter what event type you want to use in the Journey Builder when you setup the journey.
You'll need to provide to the Cloud4Wi team the Event Definition Key