integration-service
2024.10
true
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Integration Service for Automation Suite User Guide
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Nov 11, 2024

Campaign Monitor authentication

Prerequisites

To authenticate, you need the following credentials:

  • Bring your own OAuth 2.0 App: Client ID, Client secret.

If you want to create your own private OAuth 2.0 application, follow the steps described in the Campaign Monitor documentation.

Add the Campaign Monitor connection

To create a connection to your Campaign Monitor instance, you need to perform the following steps:

  1. Select Integration Service from Automation Suite.

  2. From the Connectors list, select Campaign Monitor. You can also use the search bar to narrow down the connector.

  3. Select the Add connection button.

  4. You are now redirected to the connection page.

  5. Enter the required credentials.

  6. Select Connect.

  7. Your connection has been added.

For more information about logging in to Campaign Monitor, visit the Campaign Monitor Help Center.

Scopes and permissions

You can use this connection to enable the Campaign Monitor activities package in UiPath Studio to build automations for subscriber and list management, as well as email campaigns. The various permission-based use cases that can be achieved are as follows:

Scope/PermissionUse caseActivity/Event
ViewReportsTo retrieve the campaign reports in order to ascertain its performance.Get Campaign Summary
ManageListsTo create or manage customized lists for a selected group of subscribers in order to subsequently customize campaigns.

Create List

Replace List

CreateCampaignsTo create a campaign for a customized list of subscribers and add customized HTML content to it.Create Campaign
ImportSubscribersBulk import a set of subscribers into the Campaign Monitor system.Insert Record → Subscribers Import
SendCampaigns

To send the created campaign to all the subscribers in the associated list.

To test the campaign by sending it to a few email addresses before sending the actual campaign.

Send Campaign

Send Preview Campaign

ViewSubscribersInReportsTo retrieve the history of a subscriber in order to understand his/her behavior and plan customized campaigns later.Get Subscriber History
ManageTemplatesTo retrieve the list of templates from the account.List All Records → Clients Templates
AdministerPersonsTo add or update a subscriber in a list based on any new info or inputs.

Add Subscriber

Update Subscriber Details

AdministerAccountTo create and retrieve clients so as to categorize the lists/subscribers org/account wise.

Create Client

List All Clients

ViewTransactionalTo gain permission to view transactional reports and message logs.N/A
SendTransactionalTo gain permission to send transactional emails.N/A
  • Prerequisites
  • Add the Campaign Monitor connection
  • Scopes and permissions

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