Salesforce Cart Abandonment

Open the integration in TickX IQ

1. Go to Marketing → Integration Settings → Salesforce Marketing Cloud Email Trigger → View Details

 

Create an installed packaged Salesforce

2. Select your name in the top right → Setup

3. In the left menu: Platform Tools → Apps → Installed Packages

4. Select New. Give it a name (e.g. TickX Cart Abandon) and an optional description, then save.

5. Select Add Component → API Integration → Next → Server-to-Server

6. Under permissions select Channels → Emails → Read, Write and Send, then click Save.

Collect your API credentials

7. After saving, you'll be shown your Client Secret — copy it into TickX immediately. It won't be shown again.

8. Close the modal. On the package page you'll see your Client ID.

For the Tenant Subdomain: look at the Authentication Base URI and copy the string between https:// and .auth.marketingcloudapis.com/. For example: mcakpzxdpy8lyjzgaesf5b3r5a9q

9. For the Account ID select your business name in the top right of the salesforce app to the left of your name, then in the drop down select the numbers after MID: In this example it’d be 12345678

10. Exit Setup by clicking the Salesforce icon (top left), then go to Email Studio → Email → Subscribers → All Subscribers → Properties.

Copy the External Key (e.g. All Subscribers - 12345) and paste it into the Subscriber List field in TickX.

Set up a send classification

To send transactional emails you need a Send Classification and its External Key. Find it under Email Studio → Admin → Send Management → Send Classifications.

Create a new send classification

11. Click Create and fill in the details
Name: e.g. TickX Cart Abandon
External Key: e.g. TickXIQEmailTrigger (or your own)
Description: optional

12. Set CAN-SPAM and profiles
Set CAN-SPAM Classification to Transactional, then select your Sender Profile and Delivery Profile.

13. Save and copy the External Key
Click Save. Copy the External Key exactly as shown (e.g. TickXIQEmailTrigger) and paste it into TickX.

Using an existing send classification
Find it in the Send Classifications list, locate the External Key column and copy the value (e.g. 28 or Default Transactional).

Enter credentials into TickX IQ

14. Add all credentials
Return to the Integrations Hub in TickX IQ and enter: Client ID, Client Secret, Tenant Subdomain, Subscriber List External Key, and Send Classification External Key.

13. Add New Email > My Email > Add Email

14. Add your email name - as you can have multiple cart abandon emails set-up, this is a way to differentiate the email trigger list. E.g. Cart Abandon - All Users

15. Add Email Customer Key

• Inside of Salesforce go to Email > Content > Select the email you want to send > Copy the customer key, in this example it’s 00000000-0000-0000-0000-000000000000

AMPscript setup and merge fields

16. Add the following AMPscript block at the top of your email to declare all variables before using them.

Variable declarations

%%[
  Set @Subject        = AttributeValue('SUBJECT')
  Set @FName          = AttributeValue('FNAME')
  Set @LName          = AttributeValue('LNAME')
  Set @Prehead        = AttributeValue('PREHEAD')
  Set @MCPreviewText  = AttributeValue('MC_PREVIEW_TEXT')
  Set @BookingDate    = AttributeValue('BOOKING_DATE')
  Set @BookingName    = AttributeValue('BOOKING_NAME')
  Set @BookingVenue   = AttributeValue('BOOKING_VENUE')
  Set @FlowURL        = AttributeValue('FLOW_URL')
  Set @TrackingPixel  = AttributeValue('TICKX_TRACK_PIXEL')
  Set @TicketTypes    = AttributeValue('TICKET_TYPES')
  Set @OrderSummary   = AttributeValue('ORDER_SUMMARY')
  Set @OrderSummaryRaw = AttributeValue('ORDER_SUMMARY_RAW')
  Set @UnsubURL       = AttributeValue('TICKX_UNSUBSCRIBE_URL')
]%%

How to use each field
Reference each variable in your email template using the syntax below.

- The Flow_URL, TICKX_TRACK_PIXEL & TICKX_UNSUBSCRIBE_URL are mandatory merge fields to include in your email template.

Field	AMPscript syntax	Notes
FLOW_URL	%%=RedirectTo(@FlowURL)=%%	Checkout / cart recovery link required
TICKX_TRACK_PIXEL	%%=TreatAsContent(@TrackingPixel)=%%	Hidden tracking pixel HTML · required
TICKX_UNSUBSCRIBE_URL	%%=RedirectTo(@UnsubURL)=%%	Unsubscribe link required
SUBJECT	%%=v(@Subject)=%%	Email subject line
PREHEAD	%%=v(@Prehead)=%%	Preheader / inbox snippet
MC_PREVIEW_TEXT	%%=v(@MCPreviewText)=%%	Alternate preview text field
FNAME	%%=v(@FName)=%%	Customer first name
LNAME	%%=v(@LName)=%%	Customer last name
BOOKING_NAME	%%=v(@BookingName)=%%	Event or booking name
BOOKING_DATE	%%=v(@BookingDate)=%%	Formatted event date
BOOKING_VENUE	%%=v(@BookingVenue)=%%	Venue name
TICKET_TYPES	%%=v(@TicketTypes)=%%	Summary of ticket types
ORDER_SUMMARY	%%=TreatAsContent(@OrderSummary)=%%	HTML order summary block HTML
ORDER_SUMMARY_RAW	%%=v(@OrderSummaryRaw)=%%	Plain text order summary

 

17. When you’re ready make sure to activate the email flow and press save then you’re ready to go.

IMPORTANT NOTE WHEN MAKING AMENDMENTS TO EXISTING TEMPLATES

Once the template is connected to TickX IQ, you can make amendments to it in Salesforce without having to update any details in IQ. However for the changes to pull through a 'Test' email is required to be triggered from IQ to clear the Cache.

 

To do this find the email trigger -> Actions - > Send Test Email and that will refresh the template in IQ.