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Interaction Studio listens through web, mobile, API, and data feeds, constantly gathering data about visitors, your catalog, and other systems then updates existing segments in Interaction Studio and adds any new segment members to Journey Builder in real-time. This means that you can use segments to add customers to Journey Builder Journeys within moments of the data changing.

For example, you could create a segment of visitors who view your product more than three times in a week, then trigger a journey for visitors who join that segment. Or you could trigger a journey for visitors who sign up for a webinar.

This Article Explains

This article details how to configure the Journey Builder Segment Listener so you can use segments to add customers to Journeys within moments of the data changing. 

Sections in this Article

Overview

There are several components that must be configured across Marketing Cloud systems including Journey Builder and Interaction Studio. This article will go into further detail, but at a high level, you will need to accomplish the following:

  1. People and permissions - you will need access to Journey Builder and Interaction Studio. This can be two different individuals, but they will need to work together to accomplish this integration.
  2. Marketing and Journeys setup -  you will need to create a sendable data extension (DE) with specific fields, create and map a Journey Builder event definition to this DE, create a journey with an API entry source using the event definition, add other activities to the journey, then save, validate, and publish the journey.
  3. Interaction Studio segment setup - you will to make the connection between segments you have created (or will create) and the Journey Builder Segment Listener. 


Marketing Cloud and Journey Builder Setup

NOTE

  • Anonymous users cannot be synched to Journey Builder using this integration.
  • The Journey Builder Segment Listener is not retroactive. Users that are members of the user segment when it is configured with the AddToJourneyBuilderOnJoin option will not be injected into the Journey. Only users added to the user segment after it is configured with the AddToJourneyBuilderOnJoin option will be injected into the Journey.
  1. Log into Marketing Cloud
  2. Open Contact Builder in Audience Builder
  3. Create a sendable data extension
  4. Ensure that these fields are configured as follows:
    1. ContactKey:
      1. Select Text as the data type.
      2. If the Journey will be set to No Re-entry, set as Primary Key.
      3. If the Journey will be set to Re-entry anytime or Re-entry only after exitingset at Require.
    2. (Optional) EmailAddress:
      1. Select Email Address as the data type.
      2. Set at Not Required.
    3. (Optional) SegmentName:
      1. Select Text as the data type.
      2. Set as not required.
    4. Map SubscriberKey to ContactKey
  5. Open Journey Builder
  6. Create a Journey Builder event definition mapped to the data extension you created in step 3
  7. Create a journey with an API entry source using the event definition
  8. Add additional activities to the journey
  9. Save, validate, and publish the journey

Interaction Studio Administrative Setup

  1. Open Interaction Studio
  2. Confirm that the following identity types are configured in your dataset, or add them if needed:
    1. Salesforce Marketing Cloud Contact Key
    2. Salesforce Marketing Cloud Email Address
  3. Map the Salesforce Marketing Cloud Contact Key attribute to these identity types using the following specifications:
    1. Name - enter sfmcContactKey
    2. Label - enter Salesforce Marketing Cloud Contact Key or SFMC Contact Key
    3. Types - select String since the key has a single value

Interaction Studio Segment Setup

The Journey Builder Segment Listener is not supported with segments calculated nightly, such as "Shoppers who did not purchase in the last day." 

The segment must include an action that must be completed by visitors for membership. If that action happens before the attribute is populated by the ETL feed, the segment member will not be sent to Journey Builder. For example, consider the segment includes "attribute: favorite color = blue" and "did action X today." If the feed runs at 3AM and the attribute is populated for a visitor, then later that day they come to the site and complete the action X, they would join the segment at that time and be sent to Journey Builder. However, if the feed runs at 7PM and the attribute is populated for a visitor who completed action X earlier that day, the visitor would join the segment but not be sent to Journey Builder.

  1. Open Interaction Studio
  2. Create or edit a segment
  3. Select Sync to Other Systems at the right
  4. Select AddToJourneyBuilderOnJoin
  5. In the Segment Sync Setup modal, select the following options:
    1. Journey API Event - select your journey entry source created in step 7 above
    2. Marketing Cloud Contact Key - select any identifier that will contain the appropriate consent information in Marketing Cloud. Typically that would be SalesforceMarketingCloudContactKey
    3. (Optional) Email Address - select PrimaryEmailAddress
  6. Toggle the enabled button in the upper right. 
  7. Click Save