Salesforce Marketing Cloud (SFMC) Connector

Martijn Steur
Martijn Steur
  • Updated

Salesforce Marketing Cloud (SFMC) is a comprehensive digital marketing platform that provides powerful tools for automating marketing efforts across multiple channels. By integrating Bynder with SFMC, marketers can streamline their workflows, accelerate campaign execution, and enhance brand consistency.

This integration is designed to eliminate process bottlenecks and ensure that personalized content can be delivered swiftly across various channels, enabling marketers to keep pace with the growing demand for engaging content.

Click here for a video walkthrough of how the integration works.  

  • Authenticate and log in to Bynder right from Marketing Cloud
  • Search and filter to easily find assets based on permissions
  • Add Bynder assets to any content that uses content blocks in SFMC
  • Select derivatives made for specific channels (DAT included)
  • A/B Testing with Advanced Content
  • Scale to fit, crop, and resize on the fly

This feature/solution requires your Customer Success Contact to enable, but then individual permissions can be done by the Bynder Admin.

Who can set up and manage integrations?

Users with the following rights can set up integrations: 

Before Setting Up Integration

Make sure you have a Sales Force Marketing Cloud account and Email Studio enabled in SF Content Builder. Ensure that your Bynder assets are configured to allow SFMC users access based on their roles and needs.

How to Install and Set Up the Salesforce Marketing Cloud Connector

  1. Log into your Salesforce Marketing Cloud account.

  2. Use the installation URL to install the package.

    • You will receive the installation package URL from your Customer Success Contact.

  3. You will be redirected to the SFMC setup to confirm the installation.

How to Add Bynder Assets Using Content Builder

Note

If you have DAT enabled, transformation options are available within the Bynder Custom Content Block (UCV). Learn more here.

  1. Once you’ve successfully downloaded the Connector, navigate to your SFMC.

  2. Navigate to the content_builder_salesforce.png Content block and select Content Builder in the dropdown.

  3. Find the content item, such as an email template, to which you want to add a Bynder asset. Click its name to open it.

    • Alternatively, click the Create button in the top right corner and click Email message to create a new email.

  4. Click Edit > Edit Content in the top right corner if you opened an existing content item.

    • Ensure you're in the Blocks tab of the left sidebar and scroll to the Custom section.

  5. Drag and drop the Bynder block to where you want to add an asset to your content.

    • The Compact View will display in the Content tab of the left sidebar.

  6. Click Connect if your company's Bynder portal URL is already filled in in the pop-up. If not, enter the URL in the below format. A pop-up will open, allowing you to log in to your Bynder environment. Log in to the portal the usual way.

Add Image

  1. Select the image you want to add.

  2. You can use the dropdown at the bottom of the Compact View to select whether to add the original file or one of the derivatives.

  3. Click the Add Asset button to add the image to your Content Builder content.

    • If the Compact View warns you that the selected asset exceeds the recommended image dimensions or file size, consider selecting a smaller derivative or click Add Asset to proceed.

    • (Optional) Modify your image using the available cropping, resizing, formatting, and other tools in Content Builder.

Note

  • You can only select Original if the asset is marked as public.

  • The dropdown will only show the public derivatives.

  • Depending on your portal setup, the dropdown may be available elsewhere.

  • When you crop or resize your Bynder asset in Salesforce Marketing Cloud, it will be saved in the SFMC library. This means that when you add another version to that asset in Bynder or change the version of that asset in Bynder, the update won't be automatically reflected in your Marketing Cloud content. You'll have to update the asset in Marketing Cloud instead of manually updating it.

Add Video

Following email best practices, it's not possible to add an actual video file to an email since this would make the email size unnecessarily big and cause delivery issues. The connector will link the original video file and the available video derivatives. You can use these links to put the video behind a button in your email or to create another call to action.

  1. Select the video you want to add and click Add asset. A pop-up with links to the original video and the available video derivatives will appear.

  2. Click copy_button_salesforce.png  to copy the URL and use the link to embed the video behind a button or other call to action.

Add Documents

In line with email best practices, document files should not be attached directly to emails to prevent unnecessarily large email sizes and potential delivery issues. Instead, the connector provides a link to the original document. You can embed this link behind a button in your email or use it as part of a call to action.

  1. Select the document you want to add and click Add asset. A pop-up with a link to the original document will appear.

  2. Selectcopy_button_salesforce.png to copy the URL and use the link to put the document behind a button or another call to action.

DAT Enabled Functionality

This feature is available if you have DAT enabled in your DAM. If you do not have DAT enabled, you can still resize and crop with the Content Builder. 

  1. Access to configuring and applying transformation presets, which allow you to save time on repetitive transformations
  2. You will be able to leverage Delivery Metrics, which track views of your assets distributed from the DAM.
  3. Keep content always up to date; with cache invalidation, new versions and changes to your DAM assets will be reflected in your content in SFMC.

A/B Testing with Advanced Content

The A/B test allows customers to identify which version of their Marketing Cloud email generates the highest click-through or unique open rate. It compares the performance of two assets to determine which resonates better with the audience. A/B testing is a key strategy for optimizing marketing campaigns, enhancing UI/UX, and boosting conversions.

  1. Choose your asset for Content A and Content B with the Bynder Content Block.
  2. Enter a name for the AB Test.
  3. Select Submit and Save.
  4. Navigate to the content block and click on the content.
  5. Drag and drop the AB test into the template where the user will see the details.
    •  Make sure you click save and exit.

Dynamic Image Carousel

You can personalize content for subscribers while also saving marketers valuable time. This enables users to customize email content by dynamically adjusting it based on the recipients' profile attributes. This ensures that only the most relevant information is sent to subscribers, likely increasing engagement and conversion rates.

  1. Navigate to the content builder and create an email message or choose a template.
  2. Add a subject line and Save.
  3. Choose the Default Content.
    • This is the content or image that the user wants to display. Regardless of the conditions, the user will always show the default content. 
  4. If you Upload this will open the Bynder UCV.
  5. Select the data source > type or search for the data extension.
  6. The integration will apply its rules and conditions based on the selected data extension..
    • Only sendable data extensions will appear as options in the dropdown menu. If a data extension is not sendable, it will not be available for selection.
      • A data extension can include the following fields:
        • Text
        • Phone
        • Email
  7. Select a rule.
    • When a condition is met, the system replaces the default content with the specified content from the rule.
  8. The filters will dynamically respond to the attribute type, adjusting accordingly to present the appropriate options based on your permissions. This behavior mirrors how Salesforce Marketing Cloud (SFMC) operates.
  9. Click Submit to view Rule 1, where the conditions will be displayed. If the conditions are met, the system will display Image B instead of Image A.
  10. You can also add new rules or delete existing ones as needed.

How to Add Bynder Assets to a Custom Content Block

Use Content Blocks to create reusable, modular content for messages in the Marketing Cloud. If a general Bynder Content Block is set up in your environment, you can create custom blocks enriched with Bynder assets. This streamlines content creation by eliminating the need to manually add assets—such as your brand logo—every time you send an email.

You ensure consistency and efficiency by storing assets in your Bynder portal and embedding them in a Content Block. Each time the asset is updated in Bynder, the block automatically reflects the change, saving time and guaranteeing you always use the latest version.

When you crop or resize a Bynder asset in Salesforce Marketing Cloud (SFMC), it's saved in the SFMC library. As a result, any version updates made in Bynder won’t automatically appear in your Content Block—you'll need to update the asset manually in Marketing Cloud.

  1. Log in to your Marketing Cloud environment.
  2. Select content_builder_salesforce.png the Content Builder button and click Content Builder in the next dropdown.
  3. Click the Create > Content Blocks > Bynder to create a new block with a Bynder asset.
    • Depending on your setup, the name of the Bynder block may vary.
  4. The Compact View will display in the Content tab of the left sidebar.
  5. Click Connect when your company's Bynder portal URL is already filled in in the pop-up, and you still need to log in. If not, enter the URL in the format below. A pop-up will open, allowing you to log in to your Bynder environment. Log in to the portal the usual way.
  6. Check here for information about adding an asset to your Content Block using the Compact View.
  7. You can configure your content block further using the Block Setting and HTML Editor tabs. Read more about creating Content Blocks here.
  8. Click the Save button in the top right corner. A pop-up will open.
  9. Enter a name for your Custom Block in the Name field.
  10. (Optional) Fill in the additional non-required fields.
  11. Click Save to create your new Content Block

How to Edit, Replace, or Delete a Bynder Image in Cloud Connector

  1. Go to the content item where you want to edit, replace, or delete your Bynder asset.

  2. Click the Edit button at the top right corner. Your Bynder asset will appear in the Content tab.

  3. Perform one of the following actions:

Edit Image

  1. Modify your Bynder image using the available cropping, resizing, formatting, and other tools in Content Builder.

Replace Image

  1. Click the Replace Image button to replace the image. Use the Compact View to select another image or to change the derivative used.

Delete Image

  1. Click the Delete Image below the image to delete the image. The Compact View will show again. Ignore this and go to the next step.
  2. Click the Save button in the top right corner to save your modifications.

Important Information

  • Changing the data source may render the rule invalid if the fields used in the rule are not present in the newly selected data source. The rule relies on attributes specific to the original data source, so switching to a different one will cause the rule to break.
  • A pop-up message will appear to notify the user when the data source is changed, indicating that the rule is no longer valid.

 

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