Prerequisites
Understanding of Relay Network
Familiarity with "The Feed" - Ensure a clear understanding of our software Relay's messaging platform, including its functionalities and capabilities.
Onboarding Process - Knowledge of the onboarding process and data requirements for users within the Relay Platform.
Messages and triggering - Understanding of how messages are generated and triggered within "The Feed," including the events that initiate message notifications. When setting up an experience in CXB, remember to add a trigger nickname. The trigger nickname will populate in the custom journey activity when selecting a message. If you do not add a trigger nickname, the trigger id will populate in the custom journey activity.
TCPA Consent - Awareness of the Telephone Consumer Protection Act (TCPA) regulations regarding consent for messaging communications.
CCID (Client Customer Identification) - Understanding of how customer contacts are identified and managed within Relay.
Understanding of Salesforce Marketing Cloud
General Salesforce Marketing Cloud basics - Data extensions, journeys, and settings.
Installation of Packages - Ensure access to Salesforce Marketing Cloud Packages and knowledge of the installation process. Obtain the .zip package from your Relay Client Success or Implementation Manager prior to the installation.
Data Extensions - An understanding of each Relay related Data Extension and how each is used in the integration with Salesforce Marketing Cloud.
Relay Metadata Network Data - This data extension maps into Relay to fetch the client ID and the client keys when executing tasks. It essentially holds the API key required to call the Relay APIs, retrieving experience lists from the Relay platform or triggering a Relay experience within the Salesforce Marketing Cloud Journey Builder.
Relay Network Data - The data extension, relay_network_data, contains the fields utilized to onboard customers and/or trigger Relay experiences from Salesforce Marketing Cloud Journey Builder. It represents a firm’s entire customer base and the fields associated with those customers, however, the minimum, required fields are: CCID, product_group_id, phone_number, phone_consent_type. For a full data dictionary, review the Data Extensions section.
In addition to standard fields, Clients can choose to add extension fields starting with “EXT_” — these will be included when making onboarding calls.
NOTE: The Relay batch file and direct API connections do not source data from this data extension.
Starting Data Extension (Entry Source Data Extension) - Each Salesforce Marketing Cloud Journey requires a Starting Data Extension. This is the segment of the customer base that will be admitted into the specific journey and receive the Relay experience. Often, specific fields associated with the Relay experience are contained in this Starting Data Extension. These are known as “input_” fields.
NOTE: The customers being admitted into the journey are a subset or segment of the customers contained in the relay_network_data data extension and will be linked by the CCID when Building a Salesforce Marketing Cloud Journey.