Salesforce - Open Web Default

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FIRST COMPLETE THE UNIVERSAL EMAIL INTEGRATION GUIDE

Before you can start sending Branch Links in your emails with Salesforce, you must complete the Universal Email Integration Guide.

Configure your ESP

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Enable web-only default tagging in your Salesforce Account

Work with your Salesforce and Branch Account Managers to enable web-only default tagging for your Salesforce BU, by providing your Salesforce account MID(s). Once enabled, all emails sent from those MIDs will click wrap every link with a click tracking domain using a /u path, which prevents the app from opening in iOS (Emails that have already been sent before enabling will open the app because they will not have /u in the path).

If you run Journey Builder / Triggered Sends, you must do one of the following to ensure the web-only tagging is applied to those emails:

  • Republish the journey triggered sends via Email Studio Triggered Send dashboard
  • Update the email activities in Journey Builder
  • Create a new journey version

Secure your Salesforce Click Tracking Domain

If your click tracking domain is not secure (i.e., secure domains will start with https://), you will need to purchase an SSL SKU from your Salesforce Account Manager.

Configure your AASA file in Salesforce Marketing Cloud

Your Salesforce account must be configured to correctly handle Universal Links. Configure the settings in Deep Linking under the Send Management section in Email Studio. Ensure you're in the account corresponding to the correct click tracking domain.

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  1. Enter the AppID value
  2. Check the "Exclude Profile" and "Unsub Center" checkboxes to force links to these items to open in the browser and not the app, if desired.
  3. Click "Save" to save the configuration.
  4. Let Salesforce and Branch know that you've finished this step and your Technical Account Manager will verify that everything looks good.

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Options for generating Branch links for email

Use Salesforce AMPscript to convert links

Using Salesforce's AMPscript, we'll add a new Content Area in Salesforce that converts web links in your email templates into Branch links.

  1. Work with your Branch account manager to modify the following Salesforce AMPscript snippet, replacing DOMAIN-HERE with your Branch base domain (i.e., example.app.link):

    %%[ VAR @deeplink, @branch_base_url SET @branch_base_url = "https://DOMAIN-HERE/3p?%243p=e_et" SET @deeplink = CONCAT(@branch_base_url, CONCAT("&%24original_url=", URLEncode(@link_to_be_wrapped, 1, 1))) ]%%
    
  2. After logging into Salesforce Marketing Cloud, click on Email Studio and then a sub-menu will appear. Click on Email in the dropdown menu:

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  3. This will take you to the landing page for the Email section. Click on Content in the menu bar to navigate to the Content section:

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  4. In the Content section, you will see a list of folders on the left side. Right click on the My Contents folder and choose New Folder in the context menu:

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  5. Name the folder Branch:

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  6. Once the folder is created, click on the Branch folder. On the right side, you will see a menu bar for the Branch folder. Click on Create and in the sub menu, click Content to create new content:

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  7. In the Create Content window that appears, enter deeplink in the text field named Content Name. Click on Next after you enter the text:

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  8. The next screen will ask you to select the format of the content. Choose Free Form and then click Next:

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  9. In the next screen, paste in the snippet you generated in 1:

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  10. Click Save. You will now be back at your list of folders in the Content section with the file deeplink listed:

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You have now successfully created the deep linking AMPscript.

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Code snippet

The snippet below will follow this format. The code below also has a placeholder for @branch_base_url. Replace it with yours.

%%[ VAR @deeplink, @branch_base_url SET @branch_base_url = "BASE URL FROM BRANCH" SET @deeplink = CONCAT(@branch_base_url, CONCAT("&%24original_url=", URLEncode(@link_to_be_wrapped, 1, 1))) ]%%

Configure your Salesforce email templates

This section covers how to convert individual links in your existing email templates into Branch deep links. You will need to do this for all links in your email template that you want to convert to Branch deep links.

For example, if you decide to convert the link below into a Branch Link:

<a href="https://www.blueapron.com/"> I want it! </a>

This is what the link will look like in the email template, after you added the AMPscript to convert it into a Branch link:

%%[ SET @link_to_be_wrapped = "https://www.blueapron.com/" ContentAreaByName("My Contents\deeplink") ]%%
<a href="%%=RedirectTo(@deeplink)=%%">I want it!</a>

The process to convert links into Branch links using AMPscript is as follows (this flow converts the links in a separate document, and then pastes them back into your final template):

  1. Log in to Salesforce Marketing Cloud

  2. Click on Email Studio and then a sub-menu will appear. Click on Email in the dropdown menu:

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  3. This will take you to the landing page for the Email section. Click on Content in the menu bar to navigate to the Content section:

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  4. Navigate to your folder containing your emails and open an existing email. Make sure the email is in HTML layout as shown below:

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  5. Choose a link that you want to convert to a Branch deep link. Copy the text right after the href= in your email template, and paste it into a separate document. In the example, it is:

    "https://www.blueapron.com/"

  6. Add %%[ SET @link_to_be_wrapped = before the link in your separate document. In the example, this is now:

    %%[ SET @link_to_be_wrapped = "https://www.blueapron.com/"

  7. Add ContentAreaByName("My Contents\deeplink")]%% after the link:

    %%[ SET @link_to_be_wrapped = "https://www.blueapron.com/"ContentAreaByName("My Contents\deeplink")]%%

  8. From the original link in your template, copy the text from and including <a until the href=. Add it to the text after %% in the last step. Please include the <a but not the href=:

    %%[ SET @link_to_be_wrapped = "https://www.blueapron.com/" ContentAreaByName("My Contents\deeplink") ]%%<a style="_any css can be added here_"

  9. Add href="%%=RedirectTo(@deeplink)=%%" to the end:

    %%[ SET @link_to_be_wrapped = "https://www.blueapron.com/" ContentAreaByName("My Contents\deeplink") ]%% <a style="_any css can be added here_"href="%%=RedirectTo(@deeplink)=%%"

  10. From the original link in your template, copy the end of the tag, the link text, and the closing tag (>I want it!</a> in the example) and add it to the end:

    %%[ SET @link_to_be_wrapped = "https://www.blueapron.com/" ContentAreaByName("My Contents\deeplink") ]%% <a style="_any css can be added here_" href="%%=RedirectTo(@deeplink)=%%">I want it!</a>

  11. Copy your final result from the separate document back into your email template, replacing everything inside and including the <a></a> tags in the template.

  12. Repeat this for all your links in your email template that you want to convert to Branch deep links.

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Link Conversion Summary

Wherever you use <a> tags in your email templates, replace those with AMPscript to convert the web URLs into Branch links. The AMPscript references the Content Area setup earlier.

%%[SET @link_to_be_wrapped = "ADD YOUR LINK HERE" ContentAreaByName("My Contents\deeplink")]%%
<a href="%%=RedirectTo(@deeplink)=%%">Click Me</a>

For example,
Before:
<a href="https://branch.io/product/1234">Example link</a>
After:
%%[ SET @link_to_be_wrapped = "https://branch.io/product/1234" ContentAreaByName("My Contents\deeplink") ]%%
<a href="%%=RedirectTo(@deeplink)=%%">Example link</a>

After you convert links into Branch links in your email templates, you must also add Salesforce's link attribute mc-deep-link="true" to your link tags to ensure the app opens in iOS:

<a mc-deep-link="true" href="https://my.app.link/3p?$3p=e_et&$original_url=..." > Open App </a>

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Content Area Folder

Make sure your deeplink Content Area is in the right folder. Either change the folder to "My Contents" or change the path used by "ContentAreaByName" in the Branch script.

Use Branch Quick Links

Add "$3p":"e_et" to the deep link data of any links you use in email to ensure Universal Link and click tracking works as expected. Then add any other deep link keys you need for your specific deep link use cases.

After you insert Branch links into your email templates, you must also add Salesforce's link attribute mc-deep-link="true" to your link tags to ensure the app opens in iOS:

<a mc-deep-link="true" href="https://my.app.link/3p?$3p=e_et&$original_url=..." > Open App </a>

Advanced

[Optional] Tracking web links using Branch Links

This integration will not let you track web links with Branch out-of-the-box as that will be done through Salesforce. There are a couple of workarounds to track web links if there is a need to track web links. These Branch Links will open the web -- not the app.

Methods for creating Branch web tracking links:

Method 1: Modified Branch Quick Link
  1. In the Branch Dashboard, create a Quick Link.
  2. Add campaign tag for tracking.
  3. In the Deep Linking tab, add has_app = false and $web_only = true to the link data.
  1. In the Redirects tab, set the web redirects for fallbacks. Select web URL for Android, iOS, and Desktop, and add the URL you want to redirect to.

  2. After the link is created, add _webonly to the app.link domain.
    * Ex: If the link created is https://branchster.app.link/weblinktest, convert it to https://branchster_webonly.app.link/weblinktest.

Method 2: Branch Long Link
  • Start with your app.link domain, and add _webonly to it.

  • Add has_app = false and $web_only=true as query parameters.

  • Add ~campaign tag to the link.

  • Add the URI encoded web redirect link as $fallback_url.
    * Ex: (https://branchster_webonly.app.link/?has_app=false&$web_only=true&~campaign=email-test-cam&$fallback_url=https%3A%2F%2Fwww.myweblink.com%2F)[https://branchster_webonly.app.link/?has_app=false&$web_only=true&~campaign=email-test-cam&$fallback_url=https%3A%2F%2Fwww.myweblink.com%2F]

  • Analytics on the Branch Dashboard

    To see how the email campaigns have performed and break it down into campaigns, it is very essential to tag those links with the ~campaign tag. This will help dedupe the numbers and hence see the downstream events. You can add the campaign tag in any comparisons and filters in any Dashboard views.

    Updated about a month ago


    Salesforce - Open Web Default


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