## [ ▶ ] Salesforce Marketing Cloud

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# **Sorry**      **# Sorry**    **This video does not exist.**       **Salesforce Marketing Cloud - we're in the big league**

#### With Salesforce marketing cloud and optilyz you can completely automate away the work of direct mail and focus on the fun parts - growing your business.

## **1. MAKING THE CONNECTION**

#### Install the optilyz add-on via the Salesforce AppExchange. You will also need an active optilyz account to connect. If you don’t already have one, reach out to [sales@optilyz.com](mailto:sales@optilyz.com)

Once you have an account, you can connect optilyz to Salesforce Marketing Cloud by simply logging in to the add-on.

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## **2. CREATE AN AUTOMATION**

#### Before you can use optilyz in your Journey Builder, you will need to configure an automation. Navigate to Automations, or click **[Start an Automation]**

#### The automation start screen gives you a quick overview of the automation process, but you will only see this once. So here it is again:

### **2.1 Give your automation a meaningful name. This will help you keep track of it later.**

### **2.2 Configure the triggers for your automation. You have two options:**

#### **(1)** On a regular, time basis: Every day or once a week (you decide which day)

#### **(2)** After a minimum number of recipients have been collected

### **2.3  Map your Salesforce Marketing Cloud fields to optilyz fields.**

#### **_Important:_** _the following data is required for each address:_

#### _First Name & Last Name - **or** \- Full Name_

#### _Street & House Number - **or** \- Street and house number_

#### _City,_

#### _Zip code_

#### You can browse your data extensions for the attributes of interest.

#### **Personalization:** You can personalize more than just name and addresses. Learn more about personalization [here](https://optilyz.freshdesk.com/en/support/solutions/articles/43000050310-personalization-hey-mr-mustermann). If you would like to add personalization fields, map them accordingly to Individualisation 1 through 9

**2.4 Tell us what to do with address validation results. Should we include unverified address and suspicious names in the mailing?**

### **2.5 Choose and configure the products you would like to send. Learn more about choosing the right products here.**

#### After selecting your products, review and confirm the individual configurations. Learn more about the available configurations [here](https://optilyz.freshdesk.com/en/support/solutions/articles/43000053108-product-portfolio).

### **2.6 Upload your design. Learn more about formatting and layout requirements here. Avoid the most common pitfalls by reviewing this.**

#### **(1)** Upload a PDF of your finalized designs, being sure to leave the personalization and address fields BLANK.

#### **(2)** Optionally add voucher codes. See next section for more information.

#### **(3)** Upload a so-called “Max Mustermann” example to show us where and how to print personalized data. Learn more [here](https://optilyz.freshdesk.com/en/support/solutions/articles/43000050310-personalization-hey-mr-mustermann).

### **2.7 Voucher Codes**

#### IF YOU CAN’T MEASURE IT, YOU CAN’T IMPROVE IT.

#### Adding voucher codes to your mailings is crucial to tracking your campaign’s performance. optilyz allows you to provide voucher codes from a Salesforce Marketing Cloud data extension

**>** [**How can I assign voucher codes?**](https://help.optilyz.com/en/support/solutions/articles/43000494023)

### **2.8 Review and book your automation.**

#### If there are no warning messages, book the automation!

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## **3. USE YOUR AUTOMATION**

#### To use your new automation, navigate to the journey builder.

#### Within the Journey Builder you can find the optilyz custom activity under Builder > Activities

#### To work with the automation you created earlier, click the activity within the journey.

#### **(1)** Live automations are listed in the panel to the left.

#### **(2)** If your automation contains multiple variations (as in an A/B test) choose whether you would like optilyz to randomly assign the variations,  or

#### **(3)** specify directly which variation should be used.

#### When you have finished configuring your journey, press activate and enjoy the ease with which Direct Mail is now integrated into your customer journeys!

#### You can see how many subscribers have passed through your automation by opening the Journey within Salesforce Marketing Cloud

#### For peace of mind, you can confirm within the add on that the same number of recipients have been collected to your automation.

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#### **CONGRATULATIONS**

#### This concludes your setup.

#### You are now ready to start automating direct mail with Salesforce Marketing Cloud and optilyz.

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