- About the Campaign Monitor connector
- Campaign Monitor authentication
Campaign Monitor authentication
To be able to create a connection, you need to have a Campaign Monitor account with the following credentials:
- an Email address associated with your account
- a Password to your account
Add the Campaign Monitor connection
To create a connection to your Campaign Monitor instance, you need to perform the following steps:
- Select Integration Service from Automation Cloud.
From the Connectors list, select Campaign Monitor.
You can also use the search bar to narrow down the connector.
- Select the Add connection button.
You are redirected to the login page where you must provide your email address and your password. Select Continue.
Select Allow access. UiPath will gain access to the following features in your Campaign Monitor account:
- View reports
- Manage lists
- Create campaigns
- Import subscribers
- Send campaigns
- View subscribers in reports
- Manage templates
- Administer persons
- Administer your account
- View transactional reports and message logs
Send transactional email
- Your connection has been added.
For more information about logging in to Campaign Monitor, visit the Campaign Monitor Help Center.
Campaign Monitor Privileges 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:
||To retrieve the campaign reports in order to ascertain its performance.||Get Campaign Summary|
||To create or manage customized lists for a selected group of subscribers in order to subsequently customize campaigns.||
||To create a campaign for a customized list of subscribers and add customized HTML content to it.||Create Campaign|
||Bulk import a set of subscribers into the Campaign Monitor system.||Insert Record → Subscribers Import|
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 Preview Campaign
||To retrieve the history of a subscriber in order to understand his/her behavior and plan customized campaigns later.||Get Subscriber History|
||To retrieve the list of templates from the account.||List All Records → Clients Templates|
||To add or update a subscriber in a list based on any new info or inputs.||
Update Subscriber Details
||To create and retrieve clients so as to categorize the lists/subscribers org/account wise.||
List All Clients
||To gain permission to view transactional reports and message logs.||N/A|
||To gain permission to send transactional emails.||N/A|