Salesforce Marketing Cloud (ExactTarget) Integration Steps

This page shows how to connect your Salesforce Marketing Cloud or ExactTarget account to Email Copilot.  This entire process can take less than 5 minutes!

Below is a simplified version of this official document.  Reference that document if you need more info, but most customers do just fine with the simplified instructions below.

STEP 1

If you do not already have one, create an AppCenter account.

Create-AppCenter-Account

 

STEP 2

Log in to your new AppCenter account.

Create a new API Integration app for server-to-server configuration.

Create-API-Integration-App

STEP 3

Give your new app a name.

Name-the-App

 

STEP 4

Connect this app to your account

Connect-App-to-Account

 

STEP 5

Give the new app access to read the email channel.

Give-Access-to-Read-Email-Channel

 

STEP 6

Click FINISH to finalize your app.

Collect the CLIENT ID and CLIENT SECRET keys.

Client-ID-and-Client-Secret

 

STEP 7

Enter those two IDs into Email Copilot by going to SETTINGS -> Add ExactTarget Account

Add-Credentials-to-EC-Account

 

That’s it!