Campaign Monitor authentication

Prerequisites

Depending on the authentication type you select, you need one of the following credentials:

• OAuth 2.0 Authorization code: email and password.
• 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 Cloud^TM.

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.

   You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.

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/Permission	Use case	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