Wednesday, June 24, 2015

Sitecore integration with Exact Target (SalesForce)

Step by Step integration of Sitecore with ExactTarget (SalesForce).

1.    Login Process
First, we need to login to extranet portal and it will send an authentication code, basically for every device its sending one time authentication code.

1)    It will ask for the authentication through the email for one time code.

2)    Home Screen.

2.    Automation of welcome email series with exact target.

1)    Scenario #1: - Send three emails over a period of several days to welcome new accounts to your company
Standard practice:-

 As per the study:-

1) Step one Welcome (Day One ) - Welcome subscriber to program, Set Expectations about the types and frequencies of email communications. Educate on HOW subscribers were opted-in

2) Confirm ( Day Three ) - Email to onboard subscriber into the brand experience, Gain customer information related to their profile and even offer and incentive for full completion.

3) Reward (Day Five) - Engage cosumers futher into the brand experience via community,relevant offers and product/service insights

2)    Process to send the welcome email through exact target

 If we talk about the process then it will goes like below

1) Step One :-    Create the emails
2) Step Two :-    Build Reports in Salesforce
3) Step Three :-  Define the User-Initiated Emails in ExactTarget
4) Step Four :-    Automate via AUtomative Studio

3)    Click on email section

4)    Go to content- email section

This is the place where we need to create the email through the Sitecore application

3.    Configuration section Step by Step.

1)    Create new project in visual studio – 2010/2012
2)    Add reference to service:-

For more details about the appropriate service, Please go through below link:-

3)    Required Namespace to include in the project
Using ExactTarget. ExactTargetAPI;
Using System. ServiceModel;

4.    Creating the connection apps and Integration.

1)    Setup to create the app

2)    Sign in

3)    Choose API integration

4)    Make a link to account

5)    A message to show which account you will be connecting through the API’S.

6)    Required to set appropriate rights to access the API’s

7)    Started


5          Creating new email through the SDK.

1)    Finally resolved the authentication related issue through the SDK, as mentioned in Point#4 how to create the App.
2)    After that we need to configured the key values, as below

3)    Creating the new email setup in exact target

4)    Email Name is as below

5)    Other details:-
SDK Name :- "CSharpSDKEmail"
Customer Key:- "CSharpSDKEmail"

6)    Here is the result

7)    Thanks a lot for the kind passions, finally We have created new email in the exact target

6          Technical issues and resolutions.

1)    Once we execute the programme, we received below errors.

Solutions 1:- Need to update the binding:-
<binding name="SoapBinding">
                    <security mode="Transport" />
   <security mode="TransportWithMessageCredential">
                    <transport clientCredentialType="None" proxyCredentialType="None" realm="" >
                      <extendedProtectionPolicy policyEnforcement="Never"></extendedProtectionPolicy>
                    <message clientCredentialType="UserName" algorithmSuite="Default" />
                                                                                                                                                            After executing the programmed it gives below errors
  Solutions 2:- Add the custom binding as mentioned below in web.config
Under binding section

        <binding name="SoapBinding" closeTimeout="00:30:00" openTimeout="00:30:00" receiveTimeout="00:30:00" sendTimeout="00:30:00">
          <security authenticationMode="UserNameOverTransport">
            <secureConversationBootstrap />
          <textMessageEncoding messageVersion="Soap11WSAddressingAugust2004" />
          <httpsTransport maxReceivedMessageSize="655360000" />
Set the end point under client section

      <endpoint address="" binding="customBinding"
                bindingConfiguration="SoapBinding" contract="ExactTargetAPI.Soap" name="Soap" />

4)    Execution and diagnosis
Make sure the credential you are trying to connect has the right of API User:-

5)    Download new SDK link from

No comments:

Post a Comment