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🚀 Marketing Cloud: Trigger AskNicely Surveys from Journey Builder

Jomar
Updated

Integrating AskNicely and Marketing Cloud makes sending NPS surveys as part of a customer journey simple. We have a 2-way integration with Marketing Cloud (MC)—this article sets up the Marketing Cloud → AskNicely side of the connection.

We integrate with Marketing Cloud Journey Builder by way of a custom activity that triggers surveys along a customer journey. When a survey is triggered by the custom activity, we can query Marketing Cloud using their API for any custom fields the tenant would like to import from their MC Data Extensions. These fields are selectable on the integration's edit page.

👉 Click here for instructions to Send AskNicely Responses back to Marketing Cloud.

🔌 Connecting AskNicely to Marketing Cloud Journey Builder

The first step when integrating AskNicely and Marketing Cloud is to connect your accounts.
Don’t worry: when you connect your accounts, surveys will not be sent immediately—you’ll have a chance to make sure everything is ready to go.

🛠 Step-by-Step Instructions

  1. Log into both AskNicely and Marketing Cloud

  2. In Marketing Cloud, under your name in the top right, select Setup.

  3. In the Setup Menu on the left, select Installed Packages.

  4. Choose New, and give it a name—AskNicely NPS should do nicely.

  5. Head over to Components, and choose Add Component.

  6. Select Journey Builder Activity from the checklist.

  7. Name the new Journey Builder Activity
    Example: Send AskNicely NPS Survey

    • Set the Category to: Messages

    • Use this format for the Endpoint URL:
      https://<yoursubdomain>.asknice.ly/marketingcloud/
      📌 Your subdomain is the first part of the URL when viewing your AskNicely account (e.g., jarvisfitness).
      Screenshot 2025-06-16 at 10.40.21 AM.png

  8. When you create or edit a journey using Journey Builder, you should now see the AskNicely Send Survey activity under Messages.

  9. Drag the activity into your journey, then click on it.

  10. Enter your AskNicely API key:

    • In AskNicely:
      Navigate to Settings > Account, then scroll to the bottom of the page and click Show Key.

🧪 Testing Your Integration

❗ The “test” feature in Journey Builder skips over the Send Survey function.

To test your Marketing Cloud → AskNicely connection:

  • Use a data extension that contains only your email address and a few test users.

  • When you turn on the Journey, you and your test users should be created on the Contacts page in AskNicely and receive a survey.

  • After a successful test:

    • Turn the Journey off

    • Adjust the Data Extension to include all customers

    • Turn the Journey back on

⚠️ When testing multiple times, be sure to use unique email addresses each time. Your Global Contact Rule may prevent a survey from sending to the same address again.

⚙️ Final Configuration in AskNicely

  1. In AskNicely, navigate to:
    App Store > Installed Apps > Salesforce Marketing Cloud

  2. Click the Configure tab.

  • You should see a green message: "Marketing Cloud is configured correctly."

  • Click the Edit button.

  1. You’ll now see a list of checkboxes.

  • Each checkbox corresponds to a field in your Marketing Cloud Data Extension.

  • Check the boxes that help provide context on your contacts:
    Examples: Product Type, Account Manager, CRM ID, Country, Store Location, Salesperson Name, Site Name

  • We recommend selecting no more than 20 fields for the cleanest view in AskNicely.

🔁 Want to Send Data Back to Marketing Cloud?

👉 Click here to learn how to Send AskNicely Responses back into Marketing Cloud.

🙋 Need Help?

If you get stuck or have questions about setting up the Journey Builder integration, please contact support@asknice.ly or reach out via the in-app chat. We’re here to help!

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