Salesforce Marketing Cloud

When a shopper submits their email and/or mobile number, Gocertify adds a new row to a Data Extension in your Salesforce Marketing Cloud account, with the state column set to consent-intent. When the shopper goes on to successfully verify as a target group (student, healthcare, senior, etc) and claims their offer, Gocertify adds a second row with the state column set to offer-claimed, including the verified group and the code they received. With this data, you can build audiences of verified communities and start journeys from Gocertify activity.

You can choose to receive both rows, or only the offer-claimed row sent after the shopper completes their verification. Let your Customer Success Manager know which you prefer.

Requirements to go live

To connect Salesforce Marketing Cloud with Gocertify, you’ll need to:

Create a Data Extension that Gocertify will write to
Create an Installed Package with a server-to-server API integration
Share the following with your Customer Success Manager:
- Client ID
- Client Secret
- Subdomain (the first part of your Authentication Base URI)
- Data Extension External Key

See step by step tutorial

Create the Data Extension

Sign into Salesforce Marketing Cloud and go to Email Studio > Subscribers > Data Extensions (or Contact Builder > Data Extensions). Create a new standard Data Extension with:

Name: Gocertify (or similar)
External Key: gocertify (or similar)

Then add the fields below. The field names must match exactly.

Field	Data type	Length	Nullable	Description
`state`	Text	20	No	Either `consent-intent` or `offer-claimed`
`email`	EmailAddress	254	Yes	The shopper’s email, e.g. `sarah@example.com`
`phone_number`	Text	20	Yes	The shopper’s mobile number in E.164 format, e.g. `+447888888888`
`type`	Text	10	Yes	Either `Code` or `Deal`
`group_type`	Text	100	Yes	e.g. `Occupation`
`group_parent`	Text	100	Yes	e.g. `Key Worker`
`group_child`	Text	100	Yes	e.g. `NHS Worker`
`coupon_code`	Text	30	Yes	The discount code given to the shopper, e.g. `ABC123456`
`token`	Text	10	No	Gocertify’s randomly generated identifier for the shopper’s request, e.g. `ABCD1234`
`campaign_id`	Text	10	No	The Gocertify campaign’s identifier, e.g. `1234`
`campaign_title`	Text	255	Yes	e.g. `20% OFF for Key Workers`
`campaign_url`	Text	255	Yes	e.g. `https://secure.gocertify.me/at/your-brand`
`origin_url`	Text	1000	Yes	The page on your site where the shopper started, e.g. `https://www.your-website.com/keyworkers`
`date`	Date	-	No	When the event happened, in ISO 8601 format
`message`	Text	1000	Yes	The complete consent text shown to the shopper, e.g. `Join the NHS newsletter...`

Do not set a Primary Key on this Data Extension. Gocertify sends up to two rows per shopper (one per state) that share the same token, so a Primary Key would cause the second row to be rejected.

Empty values are not sent. email or phone_number will be missing when the shopper only shares one of them, group_type and origin_url might not be present, coupon_code is only set once an offer is claimed, and message is only sent with the consent-intent row. Keep these fields nullable.

Create an Installed Package

Go to Setup > Platform Tools > Apps > Installed Packages and click New. Give it a descriptive name like “Gocertify Integration”.

Add an API Integration component

Inside the package, click Add Component, choose API Integration and then Server-to-Server as the integration type.In the permissions list, under Data > Data Extensions, enable Read and Write. These are the only permissions required.

Copy the credentials

Once the component is saved, copy the following from the package details:

Client Id
Client Secret
Authentication Base URI, which looks like https://mc563885gzs27c5t9-63k636ttgm.auth.marketingcloudapis.com/. The subdomain is the first part of it (mc563885gzs27c5t9-63k636ttgm in this example).

Share the credentials with Gocertify

Go to onetimesecret.com and paste the credentials there, in the format below. Even if it’s not required, we encourage you to also add a random “Passphrase”. This will generate a secret link that will expire within 7 days and will be visible only once. Once done, share this link with your Customer Success Manager at Gocertify.

Credentials placeholder

Client ID: xxxxxxxxxxxxxxxxxxxxxxxx
Client Secret: xxxxxxxxxxxxxxxxxxxxxxxx
Subdomain: mcxxxxxxxxxxxxxxxxxxxxxxxxxx
Data Extension External Key: gocertify

If your Marketing Cloud account restricts API access by IP address, let us know. Gocertify can send all requests from static IPs for you to allowlist.

How data will appear in Salesforce Marketing Cloud

Each event is added as a new row in your Data Extension. Rows are written asynchronously, so they can take a few moments to appear.

{
  "state": "consent-intent",
  "email": "sarah@example.com",
  "phone_number": "+447888888888",
  "type": "Code",
  "group_type": "Occupation",
  "group_parent": "Key Worker",
  "group_child": "NHS Worker",
  "token": "ABCD1234",
  "campaign_id": "1234",
  "campaign_title": "20% OFF for Key Workers",
  "campaign_url": "https://secure.gocertify.me/at/your-brand",
  "origin_url": "https://www.your-website.com/keyworkers",
  "date": "2026-09-17T10:16:22Z",
  "message": "Join the NHS newsletter..."
}

{
  "state": "offer-claimed",
  "email": "sarah@example.com",
  "phone_number": "+447888888888",
  "type": "Code",
  "group_type": "Occupation",
  "group_parent": "Key Worker",
  "group_child": "NHS Worker",
  "coupon_code": "ABC123456",
  "token": "ABCD1234",
  "campaign_id": "1234",
  "campaign_title": "20% OFF for Key Workers",
  "campaign_url": "https://secure.gocertify.me/at/your-brand",
  "origin_url": "https://www.your-website.com/keyworkers",
  "date": "2026-09-17T10:18:45Z"
}

Both rows for the same shopper share the same token, so you can use it to match the consent with the claimed offer.

Data is only sent for campaigns with data capture enabled, and only when the shopper chooses to share their email and/or mobile number with your brand.

How to create audiences in Salesforce Marketing Cloud

Once you start receiving data from Gocertify, you can filter or query the Data Extension to build the audiences you need. Example audiences you can create:

All verified shoppers - rows where state = offer-claimed
Students - rows where state = offer-claimed and group_parent = Student
Key Workers - rows where state = offer-claimed and group_parent = Key Worker
Shoppers who shared their details but didn’t finish verifying - consent-intent rows whose token has no matching offer-claimed row

You can also use the Data Extension as the entry source of a journey in Journey Builder, such as sending a welcome email when someone first verifies, or a reminder to shoppers who haven’t claimed their offer yet.

Get Started

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Salesforce Marketing Cloud

Requirements to go live

How data will appear in Salesforce Marketing Cloud

How to create audiences in Salesforce Marketing Cloud

​Requirements to go live

​How data will appear in Salesforce Marketing Cloud

​How to create audiences in Salesforce Marketing Cloud

Requirements to go live

How data will appear in Salesforce Marketing Cloud

How to create audiences in Salesforce Marketing Cloud