> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zeotap.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SFMC Personalization (Journeys)

## Overview

Salesforce Marketing Cloud (SFMC) Personalization, formerly Interaction Studio, allows you to visualise, track and manage customer experiences through real-time interaction management. Using this, you can drive engagement at the right moment, tailored to your audience's preferences, using customer experiences.

Currently, by Integrating with Zeotap CDP, you can send [User Profile objects](https://help.salesforce.com/s/articleView?id=sf.mc_pers_user_profile_object.htm\&type=5) that qualify for a [workflow in Journeys](https://docs.zeotap.com/articles/orchestrate-customer/create-a-workflow) to your SFMC Personalization instance, enabling personalised targeting.

## Supported Identifiers/Attributes

This integration allows you to send any identifiers and attributes of your choice. Ensure to map an identifier under **User Attribute** and mandatorily map the **Profile** **Object ID.**

<Note>
  **Note:**

  For more information about the limits and capabilities in Marketing Cloud Personalization, including user attribute limits per dataset, user profile object limits, and account profile attribute limits, refer [here](https://help.salesforce.com/s/articleView?id=sf.mc_pers_limits.htm\&type=5).
</Note>

## Prerequisites

Ensure that you have addressed the following prerequisites before starting the integration:

* **Create a Dataset -** In your SFMC Personalization instance, create a dataset with related catalog objects and attributes before mapping them in Zeotap CDP. This enables easy transfer of corresponding data from Zeotap CDP.
* Obtain the following details from your SFMC instance:

  * **Account Name (String, Required)** - This is your Personalization account name. You can find it by accessing **Gears** in the Personalization UI and reviewing the URL. For example, if the Gears URL is `https://testaccount.us-1.evergage.com/`, the account name is `'testaccount'`.
  * **API instance (String, Required)** - This is your Personalization instance identifier. You can find the instance by accessing **Gears** in the Personalization UI and reviewing the URL. For example, if the Gears URL is `https://testaccount.us-1.evergage.com/`, the instance identifier is `'us-1'`.
  * **Dataset (String, Required)** - The name or identifier of the Personalization dataset to which you're sending data.
* **Create API Token in SFMC**

  * You need an API token to authenticate requests on SFMC. The API token must be a strict Base64 encoding of your API Key ID and API Secret Key, separated by a colon.
  * You can use an existing API token with the required permissions or ask an administrator to create one in the Personalization UI under **Security > API Tokens > Create Token**.
  * Once the API token is created, use the API Key ID as the **API Username** and the API Secret Key as the **API Password** when creating a destination in Zeotap CDP.

## Destination Setup

Once you have taken care of the prerequisites mentioned above, you can proceed to [creating workflow in Journeys](https://docs.zeotap.com/articles/orchestrate-customer/create-a-workflow) (Zeotap CDP). After you have applied filters or added conditions for your users in Journeys as mentioned in [Create a Workflow](https://docs.zeotap.com/articles/orchestrate-customer/create-a-workflow), you can activate them in SFMC Personalization (Journeys) in the **Send to Destinations** node as shown below.

<Frame>
  <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=8ed8abd70040c3e575c94c98ad4e6956" width="1258" height="1442" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26.png" />
</Frame>

A new window appears, where you can set up your destination. You can use an already existing destination from the list of available Destinations or create a new one by clicking **+ Add New Destination**.

<Note>
  **Note:**

  To use an existing destination for activation in Journeys, click [here](#activate-the-destination-on-journeys).
</Note>

<Frame>
  <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-25.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=8fc228e6465a43ff27be4304f148f496" width="1858" height="1070" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-25.png" />
</Frame>

### Add New Destination

Perform the following steps to add a new destination:

<Steps>
  <Step>
    Click **+ Add New Destination** as shown below.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-1.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=39c54b5174c8ebfa2b95ceb008c47812" width="1930" height="694" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-1.png" />
    </Frame>
  </Step>

  <Step>
    Search for **SFMC Personalization (Journeys).**
  </Step>

  <Step>
    Click **SFMC Personalization (Journeys)** and enter a name for the Destination.
  </Step>

  <Step>
    Enter the **Account Name**, **API Instance** and **Dataset Name** obtained your SFMC instance. [Learn more](#prerequisites)
  </Step>

  <Step>
    Provide the **API Username** and **API Password** for authenticating the API requests on SFMC. [Learn more](#prerequisites)

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-25-1.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=2de798faea0c16cca777f5ab13cfb92e" width="1536" height="1326" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-25-1.png" />
    </Frame>
  </Step>

  <Step>
    Review the fields entered above and click **Next**.
  </Step>

  <Step>
    In the mapping screen that appears, under **Choose your Action**, select **Send attributes to SFMC Personalization** as the action for sending data from the workflow created in Journeys. Under **Map the Fields**, use **+ Add Mapping Field** to add any number of identifiers and attributes you wish to send to SFMC Personalization (Journeys). Note that you need to map an identifier under the **User Attributes** and mandatorily map the **Profile** **Object ID**. Otherwise, you cannot proceed.

    **Profile Object ID** represents your User Profile Object type in SFMC. For example, Lease, Mortgage and so on.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-12-12-1.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=32f340bd17ad5ea74dcae6d541c112f7" width="1236" height="840" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-12-12-1.png" />
    </Frame>
  </Step>

  <Step>
    Once the mapping is complete, click **Create Destination**. The destination is created and made available for activation on Journeys as shown below.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-2.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=267a44fc9b1c80ab0d5809bfc6aea66e" width="1872" height="702" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-2.png" />
    </Frame>
  </Step>
</Steps>

## Activate the Destination on Journeys

After creating a destination, you can link it in the **Send to Destination** node within the workflow, as explained below.

<Steps>
  <Step>
    Click the destination you created from the list of available destinations.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-2.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=267a44fc9b1c80ab0d5809bfc6aea66e" width="1872" height="702" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-2.png" />
    </Frame>
  </Step>

  <Step>
    Under the **Destination Details** tab, the **Account Name, API Instance, Dataset Name, API Username** and **API Password** fields are automatically populated based on the value that you had entered while creating the destination. However, you need to enter the **Action Name** and **Profile Object Name** to save the Destination.

    **Action Name** is the name of the action associated with the event. This is the Object name associated with the event.
  </Step>

  <Step>
    Under the **Destination Settings** tab, choose the Action and mapping as per your requirement.
  </Step>

  <Step>
    Upon clicking **Save Destination**. The destination is attached as shown in the image below.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-3.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=a9a980e7e294460ac438a8df0d54fb41" width="1900" height="1088" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-3.png" />
    </Frame>
  </Step>

  <Step>
    Click **Add Destinations**. You can also add multiple destinations at this step if needed.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-4.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=fd6df4739a5d2a393fd1c77112c833ff" width="1882" height="1764" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-4.png" />
    </Frame>
  </Step>

  <Step>
    The linked Destinations appear in the **Send to Destinations** node within the workflow as shown below. Further, you can then build and customise your workflow as needed by clicking '+' . Note that you must enter a name for your workflow in the provided text box to save it.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-7.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=b115f3bbc04540d675d2e9145a7f91d6" width="938" height="1786" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-7.png" />
    </Frame>
  </Step>

  <Step>
    After adding conditions and filters for users, choose one of the following options:

    * **Save Draft**: Enables you to revisit and edit the workflow before publishing.
    * **Next: Re-entry Condition**: Determines whether a user can re-enter the same workflow.
  </Step>

  <Step>
    After defining the re-entry criteria, click **Publish Workflow**. The workflow appears in the Workflow listing screen with a **Published** status.

    <Frame>
      <img src="https://mintcdn.com/zeotap/uj9kV6WkF-FC0bHW/articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-8.png?fit=max&auto=format&n=uj9kV6WkF-FC0bHW&q=85&s=634ab0c131fbe99396837bc9f7b8fc91" width="742" height="380" data-path="articles/integrate-customer/Storage/integrate-customer/sfmc-personalization-journeys/sfmc-personalization-journeys-2024-09-26-8.png" />
    </Frame>
  </Step>
</Steps>
