iContact for Salesforce Lightning Install Guide · For Salesforce Lightning Experience Version...

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iContact for Salesforce Installation Guide For Salesforce Lightning Experience Version 2.3.5 Last updated June 2019

Transcript of iContact for Salesforce Lightning Install Guide · For Salesforce Lightning Experience Version...

Page 1: iContact for Salesforce Lightning Install Guide · For Salesforce Lightning Experience Version 2.3.5 Last updated June 2019 . 2 WARNING DO NOT SKIP ANY PART OF THIS GUIDE. EVERY STEP

iContact for Salesforce

Installation Guide For Salesforce Lightning Experience

Version 2.3.5

Last updated June 2019

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WARNING

DO NOT SKIP ANY PART OF THIS GUIDE. EVERY STEP OF EVERY SECTION IS

REQUIRED FOR ICONTACT FOR SALESFORCE TO WORK.

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Table of Contents

Getting started

Install the iContact for Salesforce package

Add iContact to your Trusted IP Ranges

Set Field Accessibility for the Contact object

Set Field Accessibility for the Lead object

Create and assign the iContact for Salesforce Campaign record type

Map the iContact Contact ID field for the Lead object

Add iContact related lists to the Contact page layout

Add iContact related lists to the Lead page layout

Rename the iContact Configurations Tab

Update your iContact account password

Create your API integration

Sync the API connection

Send your first email

Create the iContact MessageBuilder tab

Establish a custom DKIM

Appendix

Getting Started resources

Contact Information

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Getting started

This guide was designed to make the installation process as easy and efficient as possible. On

average, it takes about 1 hour to complete the process.

Requirements

● You must be a Salesforce System Administrator to install iContact for Salesforce

● The Salesforce Campaigns functionality must be enabled for your Org

● You must have the ability to create new Campaign Record Types

Supported Browsers

Chrome and Firefox offer the best experience with iContact for Salesforce and our

documentation assumes you’re using one of those two browsers. The table below outlines the

complete list of browsers that are supported by iContact for Salesforce.

Browser Details

Chrome The most recent and stable version.

Our specific recommendation.

Firefox The most recent and stable version.

Internet Explorer Version 11

Safari The most recent and stable version.

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Install the iContact for Salesforce package

1. Click this link to install the iContact for Salesforce package .

2. Log in to Salesforce.

3. Click Install for All Users then click the Install button.

4. Check Yes, grant access to these third-party web sites, then click the Continue

button.

5. When the installation completes, click the Done button.

Note: iContact for Salesforce may take a few minutes to install depending on your Internet

connection speed and the size and density of your Salesforce Org.

If you don’t receive an email notification that the installation finished, if you’re not redirected to

the Installed Packages page, or if Salesforce asks you to check on the status of the

installation later, click the Setup icon (in the upper right corner) > Apps (under Platform

Tools) > Installed Packages.

When iContact for Salesforce is listed in the Installed Packages section and in the App

Launcher in the upper left corner of the screen, it is installed.

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Add iContact to your Trusted IP Ranges

1. Click the Setup icon (in the upper right corner) > Security (under Settings) > Network

Access.

2. Click the New button and add the following IP ranges:

Start IP Address End IP Address Description

66.192.165.133 66.192.165.133 iContact for Salesforce

69.166.132.241 69.166.132.254 iContact for Salesforce

69.166.134.129 69.166.134.158 iContact for Salesforce

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Set Field Accessibility for the Contact object

Warning: These steps cannot be skipped, even if you do not actively use Contacts in

Salesforce.

1. Click the Setup icon (in the upper right corner) > Security (under Settings) > Field

Accessibility > Contact.

2. Click View by Profiles and select the System Administrator profile from the drop-

down.

3. Confirm that the Field Access for the fields listed below is set to Editable or Required. If

not, click the word Hidden (located next to the field). In the Field-Level Security section,

set the Profile to Visible; in the Page Layout section, set the Page Layout to Visible;

then click Save.

○ Email

○ Email Opt Out

○ Fax

○ iContact Contact ID

○ Mailing Address

○ Name

○ Phone

4. Repeat Steps 2 - 3 for any additional custom profiles that will need access to iContact for

Salesforce.

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Set Field Accessibility for the Lead object

Warning: These steps cannot be skipped, even if you do not actively use Leads in

Salesforce.

1. Click the Setup icon (in the upper right corner) > Security (under Settings) > Field

Accessibility > Lead.

2. Click View by Profiles and select the System Administrator profile from the drop-

down.

3. Confirm that the Field Access for the fields listed below is set to Editable or Required. If

not, click the word Hidden (located next to the field). In the Field-Level Security section,

set the Profile to Visible; in the Page Layout section, set the Page Layout to Visible;

then click Save.

○ Address

○ Email

○ Email Opt Out

○ Fax

○ iContact Contact ID

○ Name

○ Phone

4. Repeat Steps 2 - 3 for any additional custom profiles that will need access to iContact for

Salesforce.

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Create and assign the iContact for

Salesforce Campaign record type

1. Click the Setup icon (in the upper right corner) > Objects and Fields (under Platform

Tools) > Object Manager > Campaign.

2. Select Record Types and click the New button.

3. Set the Existing Record Type field to -- Master --, type iContact for Salesforce in the

Record Type Label field, type iContact for Salesforce in the Description field, and

confirm the Active box is checked.

4. Assign the record type to the Profiles that should have access to it. At a minimum, we

recommend the System Administrator profile and any other profiles that use iContact for

Salesforce. Click Next.

5. Select Apply one layout to all profiles, choose iContact Campaign Layout from the

drop-down, then click Save.

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Map the iContact Contact ID field for the

Lead object

1. Click the Setup icon (in the upper right corner) > Objects and Fields (under Platform

Tools) > Object Manager > Lead.

2. Select Fields & Relationships and click the Map Lead Fields button.

3. In the Custom Fields Section, select the CONTACT tab.

4. Update iContact Contact ID menu to iContact Contact ID.

5. Click Save.

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Add iContact related lists to the Contact

page layout

1. Click the Setup icon (in the upper right corner) > Objects and Fields (under Platform

Tools) > Object Manager > Contact.

2. Select Page Layouts and click Contact Layout.

3. In the purple and gray menu (located near the top of the page), click Related Lists.

4. Drag and drop the iContact Message Statistic and iContact Clicked Links lists into

the green area in the page layout preview.

5. Click the wrench icon on the iContact Message Statistic list. Move the following fields

from the Available Fields on the left to the Selected Fields on the right:

○ Recipient Name (if it isn’t already there)

○ Campaign

○ iContact Sent Message

○ Total Opens

○ Total Clicks

○ Bounced Date

○ Unsubscribed Date

○ Created Date

6. Change the Sort By drop-down to Created Date and select the Descending option.

7. Expand the purple Buttons section and uncheck the New box, then click Ok.

8. Click the wrench icon on the iContact Clicked Links list. Move the following fields from

the Available Fields on the left to the Selected Fields on the right:

○ Link (if it isn’t already there)

○ Full Link

○ Clicks

○ Unique Clicks

○ Created Date

9. Change the Sort By drop-down to Created Date and select the Descending option.

10. Expand the purple Buttons section and uncheck the New box, click Ok.

11. Click Save on the purple and gray menu at the top of the page, then click Yes.

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Add iContact related lists to the Lead page

layout

1. Click the Setup icon (in the upper right corner) > Objects and Fields (under Platform

Tools) > Object Manager > Lead.

2. Select Page Layouts and click Lead Layout.

3. In the purple and gray menu (located near the top of the page), click Related Lists.

4. Drag and drop the iContact Message Statistic and iContact Clicked Links lists into

the green area in page layout preview.

5. Click the wrench icon on the iContact Message Statistic list. Move the following fields

from the Available Fields on the left to the Selected Fields on the right:

○ Recipient Name (if it isn’t already there)

○ Campaign

○ iContact Sent Message

○ Total Opens

○ Total Clicks

○ Bounced Date

○ Unsubscribed Date

○ Created Date

6. Change the Sort By drop-down to Created Date and select the Descending option.

7. Expand the purple Buttons section and uncheck the New box, then click Ok.

8. Click the wrench icon on the iContact Clicked Links list. Move the following fields from

the Available Fields on the left to the Selected Fields on the right:

○ Link (if it isn’t already there)

○ Full Link

○ Clicks

○ Unique Clicks

○ Created Date

9. Change the Sort By drop-down to Created Date and select the Descending option.

10. Expand the purple Buttons section and uncheck the New box, click Ok.

11. Click Save on the purple and gray menu at the top of the page, then click Yes.

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Rename the iContact Configurations tab There are two very similar tabs included with the iContact for Salesforce application, iContact

Configuration (singular) and iContact Configurations (plural). We no longer use the iContact

Configurations (plural) tab and it will soon be removed from our app. Until then, it’s best to

rename it to avoid confusion.

1. Click the Setup icon (in the upper right corner) > User Interface (under Platform Tools)

> Rename Tabs and Labels.

2. In the Custom Tabs section, click the Edit link next to iContact Configurations (plural).

3. In the Record Name, Singular, and Plural fields, type iContact for Salesforce -

Deprecated - Do Not Use.

4. Check the Starts with vowel sound box, then click Save.

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Update your iContact account password

1. In a new browser tab, log in to iContact using the API / iContact username and

Temporary iContact password listed in the Welcome Email.

2. Click on the account drop-down menu (located in the upper right corner).

3. Select Settings and Billing.

4. Click on User Settings.

5. Update your account password using the Reset Password section. To do this enter the

temporary password we provided in the Current Password field and your new, secret

password in the New Password and Verify New Password fields.

6. Click the Save button to submit your changes.

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Create your API integration 1. In your iContact account, click on the account drop-down menu (located in the upper

right corner).

2. Select Settings and Billing.

3. Click on iContact Integrations.

4. Click the Create button next to Custom API Integrations.

5. Update the API Name and Description fields to iContact for Salesforce. Click the Save

Changes button.

6. Before leaving this page, copy or record your Application ID (AppId) and API

Password. You will need these details again later.

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Sync the API connection

1. Return to Salesforce.

2. Click the App Launcher (in the upper left corner) > iContact Configuration (under All

Items) – the singular option.

3. Click the Edit button.

4. In the iContact API Connection section, copy the iContact for Salesforce API credentials

from the Welcome Email except for the temporary password and paste them into their

corresponding fields. Update the API AppID and API Password fields using the

information you just obtained from your iContact account.

5. Click Save.

6. In the Salesforce API Connection section, log in with your iContact account

username and password. Once you are shown the Set Your Salesforce Credentials

screen, log in with your Salesforce System Administrator username and password.

Note: If the Salesforce API Connection section is blank, then your browser is blocking mixed

content. Give your browser permission to load mixed content then sync the API connection.

If you're using Chrome:

1. Click the gray shield on the right side of the URL bar.

2. Click Load unsafe scripts.

If you're using Firefox:

1. Click the green lock on the left side of the URL bar.

2. Click the arrow on the right side of the pop-up then click Disable Protection For Now.

Warning: Once the API connection is synced, the iContact API Connection section will never

need to be updated again. The iContact API Connection section houses your account’s

unique credentials. Making changes to this section will break iContact for Salesforce.

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Send your first email

Create an iContact for Salesforce Test Campaign

1. Click the App Launcher (in the upper left corner) > iContact Email Marketing (under

All Apps).

2. Click the Campaigns tab.

3. Click the New button.

4. If Salesforce asks which record type you’d like to use, select the iContact for

Salesforce record type, then click Next. If Salesforce doesn’t ask, skip this step.

5. In the Campaign Name field, type iContact for Salesforce Test Campaign, check the

Active box, then click Save.

Add Campaign Members

Note: If you’re not already in your Org as a Contact, take a minute to add yourself. Click the

Contacts tab > New button. At a minimum, add your first name, last name, and email

address; associate yourself with an Account; then click Save.

1. From the iContact for Salesforce Test Campaign, click the Add Contacts button

(located in the Campaign Members section).

2. Check the box beside your name in the list of Contacts.

3. Click the Next button.

4. In the popup menu, click the Submit button.

Send an iContact Send

1. Click Campaigns > iContact for Salesforce Test Campaign.

2. In the upper right corner of the campaign page, click the Arrow button to show more

options > select iContact Send from the menu that is shown.

3. In the Select Email Template section, select the iContact Demo Template in the

iContact Templates folder.

4. In the Sending Options section, select a From Option.

5. In the Accept Terms and Conditions section, certify with your initials that you have

the permission to email your Campaign Members.

6. Click the Send to Campaign Members button.

Note: If the Send to Campaign Members button doesn’t work, then your browser is blocking

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mixed content. Give your browser permission to load mixed content then click the Send to

Campaign Members button.

If you're using Chrome:

1. Click the gray shield on the right side of the URL bar.

2. Click Load unsafe scripts.

If you're using Firefox:

1. Click the green lock on the left side of the URL bar.

2. Click the arrow on the right side of the pop-up then click Disable Protection For

Now.

Update Statistics

1. When the Status field in the Message Properties section says “Released,” check your

inbox for the email and open it.

2. In Salesforce, click the Update Statistics button.

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Optional: Create the iContact

MessageBuilder tab

Note: The iContact MessageBuilder tab provides a shortcut to your iContact account available

directly from within Salesforce. This tab is optional, so please feel free to skip to the next

section if you would prefer. If you choose not to create the iContact MessageBuilder tab, you

will still be able to access your iContact account by logging in at www.iConact.com/login.

1. Click the Setup icon (in the upper right corner) > User Interface (under Platform Tools)

> Tabs.

2. In the Web Tabs section, click the New button.

3. Choose the Full page width option, then click Next.

4. If the Tab Type drop-down is visible, select URL; if not, skip this step.

5. In the Tab Label box, type iContact MessageBuilder.

6. Click the Tab Style box and select a picture -- it can be anything you want.

7. In the Content Frame Height box, type 1000.

8. In the Description section, type iContact for Salesforce, then click Next.

9. In the Button or Link URL box, paste the following URL, then click Next.

https://app.icontact.com/icp/core/fusion/messages

10. Decide which profiles will have access to the tab. At a minimum, we recommend the

System Administrator and any other custom profiles that also need access to iContact

for Salesforce, then click Next.

11. Decide which apps will house the tab. At a minimum, we recommend the iContact Email

Marketing app, then click Save.

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Optional: Establish a Custom DKIM

DKIM is an authentication tool that allows a domain name to take responsibility for transmitting a

message in a way that can be verified by mailbox providers. This verification is made possible

through cryptographic authentication; resulting in a digital 'DKIM Signature' added to the hidden

headers in your email messages.

iContact will DKIM sign your messages using one of our shared domains. If you would like to

use your own domain, add the following DNS records.

TYPE: CNAME

NAME: icontact.k1._domainkey.<yourdomain.com>

POINTS TO: k1.dkim.icontact.com

TYPE: CNAME

NAME: icontact.k2._domainkey.<yourdomain.com>

POINTS TO: k2.dkim.icontact.com

Some DNS providers will append the domain name automatically. In those cases, the

.<yourdomain.com> is not required. The recommended TTL value for each record is 1

hour.

When completed, send an email to [email protected] so that we may verify and apply

the change to your account.

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Getting Started resources

Once iContact for Salesforce is installed and configured, take some time to review our Getting

Started resources so you can hit the ground running.

The Ultimate Email Design Lookbook

It's a universal truth: Both good and bad email design is remembered,

but for entirely different reasons.

Explore the Lookbook

10 Rules for Successful Email Marketing

We’re rebels at heart, but some rules just weren’t meant to be broken.

Follow this blueprint to boost your ROI by minimizing your bounces and

spam complaints, engaging and converting your subscribers, and

retaining them over the long run.

Bend if you must, but please don’t break ‘em

Recorded iContact Webinars

Short on time but want great marketing inspiration? Here’s a one-two

punch of our latest and greatest learning videos.

Start the show

Video Tutorials

Eager to learn more? Check out these short video tutorials and master

the fundamentals:

● How to Create a Template Folder

● How to Create a Custom Email Template

● How to Create a Campaign

● How to Add Campaign Members

● How to Send an Email

● How to View Reports & The Dashboard

● How to Create a Targeted Send

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iContact Help Portal

We wrote hundreds of articles to help you get the most out of iContact

for Salesforce and your bundled iContact account.

Knowledge is power

iContact for Salesforce Support

We strive to deliver the absolute best service, support, and experiences

for our customers. With iContact for Salesforce Support in your corner,

no matter which challenges you may face down the road, you’ll never

face them alone.

Keep calm and contact Support

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Contact Information

iContact Help Portal

We wrote hundreds of articles to help you get the most out of iContact for Salesforce and your

bundled iContact account. Available 24 hours a day, 7 days a week, the iContact Help Portal is

a great resource for resolving common errors, tutorials, and more.

Knowledge is power

iContact for Salesforce Support

Reach out to iContact for Salesforce Support for iContact for Salesforce-specific questions. For

example, questions about your bundled iContact account, billing, or getting additional help with

anything outlined in our Help articles.

iContact for Salesforce Support can be reached at 1 (866) 331-3208, internationally at

+1 (919) 926-4234, or by email at [email protected]. iContact for Salesforce Support

hours are Monday - Friday, 9 a.m. - 6 p.m. Eastern Time.

iContact Sales

Reach out to iContact Sales if you wish to upgrade your account.

iContact Sales can be reached at 1 (877) 820-7837, internationally at +1 (919) 957-6150, or by

email at [email protected]. iContact Sales hours are Monday - Friday, 9 a.m. - 6 p.m. Eastern

Time.

iContact Design Services

Reach out to iContact Design Services if you need to make big changes to your HTML

templates. For example, adding or moving sections or columns, customizing code you built, or

designing a custom template.

iContact Design Services can be reached by email at [email protected]. iContact

Design Services hours are Monday - Friday, 8 a.m. - 6 p.m. Eastern Time.

Salesforce Support

Reach out to Salesforce Support for all Salesforce-specific questions that fall outside the scope

of our support. For example, errors adding Campaign Members, difficulty building reports, or

workflows.

Salesforce Support can be reached at 1 (415) 901-7010, online at help.salesforce.com , or by

email at [email protected].