Connect Recurly Engage to Salesforce Support Cloud, Marketing Cloud, or both to handle support and marketing workflows directly from prompts.

Available as an add-on for any Recurly Engage subscription plan

1Definition 2Key benefits 3Key details

Prerequisites

You must have Company or App Administrator permissions in Recurly Engage.
You must have active Salesforce Support Cloud licenses, Marketing Cloud licenses, or both.

Definition

The Salesforce connector streams Recurly Engage prompt events and actions into Salesforce, so you can create cases, post feed items, send Marketing Cloud emails, and manage subscriber lists directly from prompts.

Key benefits

Real-time case creation Automatically generate support cases from user interactions.

Feed updates Log offer acceptances to existing case feeds for full context.

Marketing Cloud sends Trigger personalized email sends and list subscriptions without leaving the prompt UI.

Key details

Support Cloud credentials

Under Settings → Connectors → Salesforce, provide:

Username
Password
Security Token
Client ID
Client Secret

Marketing Cloud credentials

Provide:

Client ID
Client Secret
From Email Address
Base URL
Auth Base URL
SOAP Base URL

Supported actions

Use these actions in your prompt configurations to drive Salesforce workflows:

Action	Description	User dependencies	Additional instructions	Form inputs
Create a Case (Support)	Creates a support case in Salesforce with user and prompt details	n/a	n/a	n/a
Post offer acceptance to feed of existing cases (Support)	Adds a feed item to all cases associated with the user, detailing offer acceptance	`salesforce_id` or `email_address`	n/a	n/a
Triggered Send (Marketing Cloud)	Sends a templated email to the user via Marketing Cloud	`email_address` (optional)	Select an email template in the prompt editor; configure dynamic templates in Marketing Cloud.	optional
Add Subscriber to List (Marketing Cloud)	Adds an existing subscriber to a specified list	n/a	Select the list in the prompt editor; ensure lists exist in Marketing Cloud dashboard.	n/a
Add User to List with Form Input (Marketing Cloud)	Creates a subscriber based on prompt input and adds them to a specified list	n/a	Select the list in the prompt editor; configure form input field for email address.	required

Install the Journey Builder Activity

Create an installed package

In Marketing Cloud Setup, navigate to Apps → Installed Packages, and then select New.

Name the package

Enter Name: Recurly Engage, and then select Save.

Add a component

Under Components, select Add Component, choose Journey Builder Activity, and select Next.

Provide the activity details

Enter the following values.

Name: Recurly Engage
Category: Messages
Endpoint URL: https://jbuilder.recurlyengage.com/<appid>/ (find your App ID under Settings → Application)

Save the activity

Save the activity. Recurly Engage now appears as a Message activity in Journey Builder.