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            Connect a Form Component to Marketing Cloud Engagement

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            3. Experience Cloud

            Connect a Form Component to Marketing Cloud Engagement

            Using the Marketing Cloud Form component, you can capture customer information from an Experience Cloud microsite and send it directly to a Marketing Cloud Engagement data extension. Built on the powerful LWR platform, this form component gives you the tools to easily collect contact information and the flexibility to store data where it best serves your company.

            Required Editions

            Available in: Enterprise, Performance, Unlimited, and Developer Editions.
            User Permissions Needed
            To customize or publish an Experience Cloud site:
            • Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site

              OR

            • View Setup and Configuration AND be a member of the site AND have appropriate role-based site access
            Note
            Note The product formerly named Marketing Cloud was rebranded to Marketing Cloud Engagement. As we work on updating labels in the interface, you'll find both names used in Salesforce Help.

            Before you can send contact information directly to marketing data extensions, you must complete these setup items.

            1. Confirm that Marketing Cloud Connect is installed in Salesforce. This tool integrates data from the Marketing Cloud Form component to Marketing Cloud Engagement.
              1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
              2. Under Installed Packages, look for the Marketing Cloud Package.
              3. If you see that the package is installed, skip to Step 9.
            2. Install Marketing Cloud Connect in Salesforce. If you confirm that Marketing Cloud Connect isn’t installed, you can learn more in Salesforce Help.
              1. Review Prerequisites and Review Marketing Cloud Connect User Types and Permissions.
              2. To install the Marketing Cloud Connect managed package in Salesforce, choose to install your package in production or in a sandbox.
                Note
                Note Make sure that you’re using the latest version of a supported web browser
              3. Log in to your Salesforce account using your admin credentials and select Install for Admins Only.
              4. Click Install. If prompted, grant access to third-party websites.
              5. Click Continue.
                Note
                Note Confirm that the managed package installation is complete before moving on to the next step.
            3. Configure page layouts. After your package is fully installed, provide field access to your admin and your Site Builder users.
              1. From Setup, in the Quick Find box, enter Page Layouts, and then select Page Layouts.
              2. Navigate to User Page Layouts and open the User Layout.
              3. Drag the Marketing Cloud for AppExchange User and Marketing Cloud for AppExchange AdminUser fields to the Additional Information section of the user page layout.
              4. To give your admin user, or the user who’s setting up Marketing Cloud Connect, and your Site Builder users the necessary field permissions, navigate to Users in Salesforce Setup.
              5. Find your admin user and click Edit.
              6. Under General Information, select the boxes for Marketing Cloud for AppExchange User and Marketing Cloud for AppExchange Admin.
              7. Edit your Site Builder users, and select Marketing Cloud for AppExchange User.
            4. Define process automation settings. Allow the managed package wizard to configure workflow rules by providing a Default Workflow user with the correct permissions.
              1. From Setup, in the Quick Find box, enter Process Automation, and then select Process Automation Settings.
              2. Find the Default Workflow User field.
              3. If Default Workflow User is empty, select the lookup icon and choose a user with system admin permissions to be the default workflow user.
              4. Save your changes.
            5. Confirm and save your session settings. Session settings allow the managed packed wizard to add IP allowlisting.
              1. From Setup, in the Quick Find box, enter Session Settings, and then select Session Settings.
              2. Scroll to the bottom of the page. You don’t change any settings. But if you omit this step, the managed package wizard is unable to add IP allowlisting, which then requires you to add 20 or more IP ranges manually.
              3. Save your changes.
            6. Connect your accounts using the Marketing Cloud Connect Setup Wizard. Now that you have the basic requirements, you can use the setup wizard. Several of the steps ask for confirmation that you completed earlier steps, so make sure not to skip steps two through five.
              1. If you’re using Lightning Experience, switch to Salesforce Classic.
              2. From the navigation bar, select the plus icon to navigate to the All Tabs screen.
              3. Select Marketing Cloud.
              4. Click Verify Remote Site.
              5. From the MetadataAPI dialog, select Okay.
              6. To begin the setup wizard, click Start Wizard.
              7. The next screen is a prompt for the Default Workflow User you created. Click Next.
              8. To move forward and acknowledge you’ve saved the Session Security Settings, click Next.
              9. To acknowledge Field-Level Security information, click Next.
              10. To acknowledge the page layout update information, click Done.
              11. To acknowledge the automated changes, at the main Marketing Cloud Connector Setup screen, select I agree, and then click Configure Marketing Cloud Connector.
              12. After you complete all the steps, you’re rewarded with a configuration summary.
              13. To finish the setup wizard, click Okay!
            7. Create your Marketing Cloud Connect API user. Marketing Cloud Engagement requires a user account for its connection to the Salesforce environment, so you can dedicate a user license to this purpose. Create your Marketing Cloud Connect API user and give them the appropriate roles.
              1. In the Engagement app, hover over your username and select Setup.
              2. From Setup, in the Quick find box, enter Users, and then click Users.
              3. Click Create.
              4. Enter your email address for Reply Email and Notification Email Address.
              5. Enter a unique username, for example MC-API-User.
              6. Leave the External Key field blank, unless your org requires it.
              7. Select a time zone and a culture code.
              8. Select API User.
              9. Create a temporary password.
              10. Save your changes.
              11. From the Users screen, select the checkbox next to the user that you just created.
              12. Click Manage Roles.
              13. Click Edit Roles.
              14. Assign the roles Administrator (if available for your account) and Marketing Cloud Administrator.
              15. Save your work.
              16. Log out of the Engagement app.
            8. Connect to Marketing Cloud from Salesforce. Now, hop back over to your primary Salesforce org to finish user setup. Make sure you’re logged out of the Engagement app before you begin.
              1. From Salesforce Classic, click the plus icon to navigate to the All Tabs screen.
              2. Click Marketing Cloud.
              3. Click Connect to Marketing Cloud.
              4. Enter the username and password for the Marketing Cloud API User and log in.
              5. After you complete the steps, you see the Marketing Cloud Connector Settings page. Step 9 involves setup tasks from this page.
            9. Check the Marketing Cloud Connector settings. From the Marketing Cloud Connector Settings page you can verify your API User info and confirm endpoint settings.
              1. To get to the Marketing Cloud Connector Settings page, go to Salesforce Setup in Classic mode and add /apex/marketingcloudsettings to the end of the url. If you just completed step 8 you can skip this.
              2. Make sure that the API User Username and MID are correct.
              3. Scroll down to Advanced and turn on Tenant Specific OAuth Endpoints if they aren’t on.
            10. In the Engagement app, check the Experience Cloud Marketing Form installation. The last step in the installation process is to confirm that your package is installed.
              1. From Engagement, navigate to the Setup menu. In the Quick Find box, enter Installed Packages and select Installed Packages.
              2. Find the Experience Cloud Marketing Form package.
              3. If the package doesn’t appear in the list, contact your Account Representative to get the package provisioned for your account.
            11. Test in Experience Cloud. Your Marketing Cloud Form component is available and ready for testing. Go to Experience Builder for one last test.
              1. Create a site using the Microsite (LWR) template.
              2. To allow guest users to submit the form, go to Experience Workspaces and select the Administration tile. Choose Preferences and select Allow guest user to access public APIs.
              3. Access Experience Builder and drag the Marketing Cloud Form component to your canvas.
              4. Enter your Marketing Cloud MID, and the name of the data extension that you want to create.
              5. Click Create Data Extension.
              6. You’re ready to start gathering contact info.

            See Also

             
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