Before setting the data sending, you need to interconnect your Fastory and Salesforce Marketing Cloud accounts. To do so, follow the guide here.
You want to automatically send the data collected by the bot to a Salesforce Marketing Cloud list? Follow the guide:
Create the list and attributes inside Salesforce Marketing Cloud
1/ Login to Salesforce Marketing Cloud and click on
Email Studio then
2/ In the menu, click on
3/ On the right bottom corner, click on
Create Data Extension and select
This will allow you to create a list in which all the data collected and interconnected will be transferred.
Standard Data Extension and give it a name for example: Fastory_Bot_Test. Click on
5/ Don't change any parameter in the Data Retention section and go the next one.
6/ You will need to create attributes in order to identify the different data collected and to know what they correspond to.
- The Data Type must be: text.
- Tick the Primary key box on this same line.
7/ Then you can add all the attributes that you would like to receive in your list. For each attribute, give it a name and tick the box
Here is an example: I want to receive: prénom, email, code postal and opt-in of participants (avoid accents, spaces and special characters):
Note: when you want to add a field where the user answers yes or no, you need to choose
Boolean in the date type.
8/ Once the attributes creates, click on
9/ Once your Data Extension created, click on
10/ Then select
Used for sending and choose
11/ Go back to Fastory and go to the settings of the bot that you want to interconnect. In the
settings, select the list that you've just created in Salesforce:
12/ In each question you will be able to activate the Salesforce option to send the data. Once you activated it, you will need to select the Salesforce attribute create in Step 7.
13/ Repeat this operation for each question then save and publish the bot.
👏 You're now done with the settings and the data will be automatically sent to your Salesforce Marketing Cloud list.