Integration Service
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Campaign Monitor authentication - Automation Cloud latest
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Integration Service User Guide
Last updated Dec 4, 2023

Campaign Monitor authentication

Prerequisites

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:

  1. Select Integration Service from Automation Cloud.
  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 redirected to the login page where you must provide your email address and your password. Select Continue.



  5. 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



  6. 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:

Scope/Permission Usecase Activity/Event
ViewReports To retrieve the campaign reports in order to ascertain its performance. Get Campaign Summary
ManageLists To create or manage customized lists for a selected group of subscribers in order to subsequently customize campaigns.

Create List

Replace List

CreateCampaigns To create a campaign for a customized list of subscribers and add customized HTML content to it. Create Campaign
ImportSubscribers Bulk 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

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

Add Subscriber

Update Subscriber Details

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

Create Client

List All Clients

ViewTransactional To gain permission to view transactional reports and message logs. N/A
SendTransactional To gain permission to send transactional emails. N/A
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