> ## Documentation Index
> Fetch the complete documentation index at: https://kb.aampe.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce Marketing Cloud (SFMC)
> Estimated setup time: 30 minutes
## Requirements
**All channels**
* `client_id`
* `client_secret`
* Instance subdomain (e.g. `mc563885gzs27c5t9-63k636ttgm`)
**Email channel (additional)**
* `definition_key` — created during email setup below
Aampe calls the [SFMC](https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/integration-s2s-client-credentials.html) server-to-server REST API on your behalf using OAuth 2.0 client credentials. Tokens are fetched and cached automatically — you only need to supply the client ID and secret.
The access token SFMC issues expires after 20 minutes. Aampe handles token refresh automatically — do not share access tokens directly.
***
## Step 1 — Create an Installed Package
1. Log in to SFMC and open **Setup** (gear icon, top right).
2. Under **Platform Tools**, expand **Apps** and select **Installed Packages**.
3. Click **New** and name the package `aampe-integration`.
4. Under **Components**, click **Add Component** and select **API Integration**.
5. Select **Server-to-Server** as the integration type.
6. Grant the following permissions:
| Scope | Permission | Required for |
| ----------- | -------------------- | ---------------------------------- |
| Email | Read, Write, Send | Email sends |
| Push | Read, Write, Send | Push sends |
| Channels | Read, Write | Channel access |
| Automations | Read, Write, Execute | Tracking Extract jobs (email only) |
7. Click **Save**.
8. Copy the **Client ID**, **Client Secret**, and **REST Base URI** from the package summary page. These are the credentials you will enter in Aampe.
Your REST Base URI will be in the format `https://YOUR_SUBDOMAIN.rest.marketingcloudapis.com` — only the subdomain portion is required.
***
## Step 2 — Push channel setup
No additional SFMC configuration is required beyond the Installed Package above. Enter the following into your Aampe integration settings:
* `client_id`
* `client_secret`
* `subdomain`
* `message_id` — the SFMC push message ID Aampe should send against
***
## Step 3 — Email channel setup
Email requires three one-time setup steps in SFMC.
### 3a — Create the shell template in Content Builder
Aampe generates the full HTML email body per user and passes it at send time. The Content Builder template acts as a thin delivery wrapper — Aampe owns all content and styling.
1. In SFMC, go to **Content Builder** and click **Create** > **Email** > **HTML Paste**.
2. Name it `aampe-email-shell`.
3. Set the subject line to:
```
%%=AttributeValue("subject")=%%
```
4. Set the body to:
```html theme={null}
%%=TreatAsContent(AttributeValue("msg_body"))=%%
```
5. Replace the comment with your organisation's unsubscribe footer. The built-in SFMC profile centre link can be used:
```
Unsubscribe
```
6. Save the template.
`TreatAsContent()` evaluates the passed HTML as live content. Aampe automatically escapes `%%` sequences in message bodies to prevent unintended AMPscript evaluation.
### 3b — Create a send definition
1. Create a send definition referencing the shell template from step 3a. See [createSendDefinition](https://developer.salesforce.com/docs/marketing/marketing-cloud/references/mc_rest_transactional_messaging_email/createSendDefinition.html).
2. Ensure `options.tracking` has `opens` and `clicks` set to `true` — these are required for Aampe's reward signal.
3. Copy the **Definition Key** and enter it into your Aampe integration settings.
One send definition is sufficient for all Aampe email sends — you do not need one per campaign or segment.
### 3c — Configure Tracking Extracts for event data
Aampe reads delivery events (sent, opens, clicks, bounces, unsubscribes) via daily Automation Studio Tracking Extracts.
1. In **Automation Studio**, create a new Automation.
2. Add a **Tracking Extract** activity for each event type: Sent, Opens, Clicks, Bounces, Unsubscribes.
3. Set the output destination to S3 or SFTP.
4. Schedule the automation to run daily.
The `messageKey` field in the extract output is the join key between SFMC tracking rows and Aampe send records — ensure it is included in the extract schema. See [Tracking Extract reference](https://help.salesforce.com/s/articleView?id=sf.mc_as_tracking_extract.htm\&type=5).
***
**You are all set with SFMC!**