Step by Step Guide to Trigger emails and Journeys via Rest API in Salesforce Marketing Cloud (SFMC) with Postman
With thousands of tools available, it is common for Marketing Teams to implement a diversified portfolio of applications to engage with their customers. The need to support a variety of customer journeys requires, more often than not, the ability to push information in real-time from third-party systems into Salesforce Marketing Cloud. A classic example would require us to trigger an email or a multi-step journey in Salesforce Marketing Cloud after a website form submission.
The good news is that Salesforce Marketing Cloud (SFMC) supports this functionality, the bad news, if you are not a developer, is that it requires some knowledge of REST APIs.
Due to my lack of a developer background, I felt quite intimidated by this exercise and as a result, I had to do a lot of research and ask for help multiple times as I could not find an exhaustive guide. After working with Marketing Cloud for over 2 years, I feel like I have the REST APIs under control and I have decided to share, with anyone that needs help starting with Postman and Marketing Cloud, this comprehensive guide.
The guide includes how to install and configure the SFMC package, how to configure Postman to both trigger a Triggered Email Send and an API entry to Journey Builder.
Consideration: If your Marketing Cloud instance is integrated with Salesforce Sales Cloud or another CRM, it is important that the development of the form on the page includes a lookup to the CRM to retrieve the unique Identifier used in Salesforce Marketing Cloud. The guide below will help you configure the code required by the website developer to pass the information into Marketing Cloud; however, your CRM specialist should provide the website team with the API needed to look for the existence of the record that submitted the form. If a match is not found, the record should first be created in CRM and then the ID generated should be pushed into SFMC using the codes provided below.
Before we begin, ensure you have:
- The email you want to send out
- Your user has API Permission
- Download Postman: Navigate to https://www.postman.com/…