> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocertify.me/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce Marketing Cloud
> Sync shopper data and verified community details from Gocertify into a Salesforce Marketing Cloud Data Extension.
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**
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.
Go to **Setup** > **Platform Tools** > **Apps** > **Installed Packages** and click **New**. Give it a descriptive name like "Gocertify Integration".
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.
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).
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.
```YAML Credentials placeholder theme={null}
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.
```json First row (consent-intent) theme={null}
{
"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..."
}
```
```json Second row (offer-claimed) theme={null}
{
"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.