Exporting to Salesforce Marketing Cloud
This article applies to the Email builder in all plans.
Level Up your Emails in Salesforce Marketing Cloud
You can easily design your emails in the Beefree builder and then push them to Salesforce Marketing Cloud for sending. Our connector allows you to export an email to Salesforce Marketing Cloud with only one click.
Here are 2 ways that you can connect your Salesforce account in Beefree:
- From the Workspace Settings section: connect your Salesforce Marketing Cloud account before you start designing.
- From the Export options of your email.
Setting up a connector does not sync your designs with external services. If you update a design after exporting it, you must re-export to see the updates.
Follow the steps below or watch our video tutorial.
1. Connect from Workspace Settings
Go to Settings > Connectors.
Click the Connect button for Salesforce.
Fill out the information in the modal to begin setting up the connector.
To find your Salesforce Account ID, navigate to Profile > Setup > Company settings > Account settings.
To find the other three parameters, navigate to Apps > Installed Packages > Create a new Package. This new package is specific to the Beefree connector. Once you've created the Package, select the options Add Component > API Integration > Server-to-Server. In the final step, you must set the scope settings. Your package must include both read and write permissions for the following:
- CHANNELS
- ASSETS
- Documents and Images
- Saved Content
Need more help setting things up in Salesforce? Check out our connector tutorial for a visual example.
2. Connect from Export
When your email is ready, click on the Export button on the Email Details page. This option is also available from the actions menu for your email.
Then click on Push to your sending system.
A new modal will display the list of available connectors. Select Salesforce and follow the steps to connect your accounts. If you have already connected, you will not be asked to do so again.
Beefree will confirm that the design has been successfully exported. You will see it appear in your Salesforce account.
Exporting Existing Designs
If exporting an Email that you've already pushed to Salesforce, Beefree will recognize this. You can update the existing version in Salesforce using the Update existing option. This export option will overwrite the existing version. If you want to export a new version of your email instead, use Create as new.
Salesforce will store your exported email as an email. You can find it in the beefree-exports folder.* You can rename the folder if you prefer. If you disconnect and reconnect the connector again, we'll create another beefree-exports folder.
*If you connected your Beefree and Salesforce Marketing Cloud accounts prior to October 4, 2023, you will find your emails in the beepro-exports folder.
Salesforce Marketing Cloud Required Content
Salesforce requires the following syntax for you to use a Beefree design in their system:
- A profile center link
<a href="%%profile_center_url%%" alias="Update Profile">Update Profile</a>
- A valid physical mailing address*
This email was sent by: %%Member_Busname%% %%Member_Addr%% %%Member_City%%, %%Member_State%%, %%Member_PostalCode%%, %%Member_Country%%
- Code for tracking opens
<custom name="opencounter" type="tracking" />
*If using template-based emails in Salesforce, the footer includes the physical mailing address.
You can insert all of this content through the use of merge tags and special links. Without this information, Salesforce will return an error when you send the email.
Multiple Workspaces / Customers
Do you work with multiple brands or clients and need to easily manage all your emails and templates?
No problem! The Enterprise Version of Beefree allows you to set up different workspaces so you can better organize your email creation workflow. Enterprise allows you to specify different connectors for each workspace, so you never need to switch accounts.
For example, say you are a digital marketing agency with 10 clients that use Salesforce Marketing Cloud. With Enterprise, you will be able to create 10 workspaces in Beefree and connect each of them to their specific Salesforce Marketing Cloud account.
Looking for a different sending platform? You can check our complete list of connectors for Beefree — or request a new one!
If you have any questions, feel free to contact us.
Comments
4 comments
This is great news! Would love to see the same functionality in Salesforce Pardot which is their native marketing tool for leads, contacts, etc.
This is exciting! Re-iterating Kyle's suggestion to activate for Pardot PLEASE!
And I echo Kyle and Kirk, please have the same for Pardot! We'd love this! :)
Pardon please for me too!
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