icontact for Salesforce Installation Guide

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1 icontact for Salesforce Installation Guide For Salesforce Enterprise and Unlimited Editions Lightning Experience Version Last updated October

2 WARNING DO NOT SKIP ANY PART OF THIS GUIDE. EVERY STEP OF EVERY SECTION IS REQUIRED FOR ICONTACT FOR SALESFORCE TO WORK. 2

3 Table Of Contents Getting started Install the icontact for Salesforce package Add icontact to your Trusted IP Ranges Set Field Accessibility for the Contact and Lead objects 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 and Lead page layouts Install the icontact MessageBuilder tab Change the icontact API and icontact account passwords Sync the API connection Send your first Appendix Getting Started resources Contact Information 3

4 Getting started This guide was designed to make the installation process as easy and efficient as possible. On average, it takes about 30 minutes 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 Chrome Firefox Details The most recent and stable version. Our specific recommendation. The most recent and stable version. Internet Explorer Versions 9, 10, and 11 Safari Versions 5.x, 6.x, and 7.x on Mac OS X Lion and before. 4

5 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 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 Setup > Setup Home > 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. 5

6 Add icontact to your Trusted IP Ranges 1. Click Setup > Setup Home > Security (under Settings) > Network Access. 2. Click the New button and add the following IP ranges: Start IP Address End IP Address Description icontact for Salesforce icontact for Salesforce icontact for Salesforce 6

7 Set Field Accessibility for the Contact and Lead objects 1. Click Setup > Setup Home > Security (under Settings) > Field Accessibility > Contact. 2. Click View By Profiles and select the System Administrator profile from the drop down. 3. Check that the Field Access for the fields listed below are Editable or Required. If not, click Hidden. 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. Opt Out Fax icontact Contact ID Mailing Address (for Contacts) / Address (for Leads) Name Phone 4. Repeat Steps 2-3 for the Marketing User profile. If you have custom profiles that also need access to icontact for Salesforce, then configure them as well. 5. At the top of the page, click Choose A Different Tab. 6. Click Lead and repeat Steps 2-4 for the Lead object. 7

8 Create and assign the icontact for Salesforce Campaign record type 1. Click Setup > Setup Home > Objects and Fields (under Platform Tools) > Object Manager > Campaign. 2. In the Record Types section, 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 and Marketing User profiles, 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. 8

9 Map the icontact Contact ID field for the Lead object 1. Click Setup > Setup Home > Objects and Fields (under Platform Tools) > Object Manager > Lead. 2. In the Fields & Relationships section, click the Map Lead Fields button. 3. Change the icontact Contact ID drop down to Contact.iContact Contact ID, then click Save. 9

10 Add icontact related lists to the Contact and Lead page layouts 1. Click Setup > Setup Home > Objects and Fields (under Platform Tools) > Object Manager > Contact. 2. In the Page Layouts section, click Contact Layout. 3. In the purple and gray box, click Related Lists. 4. Drag and drop the icontact Message Statistic and icontact Clicked Links lists into the area beneath the box. 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 box at the top of the page, then click Yes. 12. Click Setup > Setup Home > Objects and Fields (under Platform Tools) > Object Manager > Lead. 13. Locate the Page Layouts section and repeat Steps 2-11 for the Lead Layout. 10

11 Install the icontact MessageBuilder tab 1. Click Setup > Setup Home > 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 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 Decide which profiles will have access to the tab. At a minimum, we recommend the System Administrator and Marketing User profiles, 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 Marketing app, then click Save. 11

12 Change the icontact API and icontact account passwords When we set up your bundled icontact account, we configured it with a temporary password. Switch to an alternate browser so you don t invalidate your security token and update the temporary password we gave you to something secret and more secure. 1. Open an alternate browser. If you ve been working in Firefox, switch to Chrome; if you ve been working in Chrome, switch to Firefox. 2. Login to icontact with the API / icontact username and Temporary API / icontact password listed in the Welcome Paste the following into the URL bar: 4. In the API 2.0 Authentication section, click Change your API password for this AppId. 5. In the Change Password For icontact for Salesforce section, type a new, secret password into the Create A Password box, then click Save. 6. Click the Account drop down > User Settings. The Account drop down is in the upper right corner. It will list your name or a colleague s name. 7. Change the current icontact account password from the temporary password we provided to your new, secret password. The icontact account password and the icontact API password should now be the same. 8. Click the Account drop down > Sign Out. 9. Close the alternate browser. 12

13 Sync the API connection 1. Return to Salesforce in your primary browser. 2. Click the App Launcher > icontact Configuration (under All Items) the singular option. 3. Click the Edit button. 4. In the Configure section, check the View Spam Score box. 5. In the icontact API Connection section, copy all of the icontact for Salesforce API credentials from the Welcome except for the temporary password and paste them into their corresponding fields. Type the password you just created in the previous section into the API Password box, then click Save. 6. In the Salesforce API Connection section, 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. 13

14 Send your first Create an icontact for Salesforce Test Campaign 1. Click the Campaigns tab. 2. Click the New button. 3. 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. 4. 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 address; associate yourself with an Account; then click Save. 1. Using the Salesforce Search bar at the top of the page, search for your Contact record. 2. Click your name to open your Contact record. 3. In the Campaign History section, click the Add to Campaign button. 4. Select the icontact for Salesforce Test Campaign, click the Add Member button, then click Save. Send an icontact Send 1. Click Campaigns > icontact for Salesforce Test Campaign. 2. In the upper right corner, click the More button (down arrow button), then click icontact Send. 3. Give your browser permission to load mixed content. 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. 14

15 Note: If you don t see a gray shield in Chrome or a green lock in Firefox, your browser is not blocking mixed content. 4. In the Select Template section, select the icontact Demo Template in the icontact Templates folder. 5. In the Sending Options section, select a From Option. 6. In the Accept Terms And Conditions section, certify with your initials that you have the permission to your Campaign Members. 7. Click the Send To Campaign Members button. 8. On the Spam Check Score page, click the Continue button. Update Statistics 1. When the Status field in the Message Properties section says Released, check your inbox for the and open it. 2. In Salesforce, click the Update Statistics button. 15

16 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. icontact for Salesforce User Guide The User Guide was designed with System Administrators in mind. Learn how to use and administer icontact for Salesforce for maximum ROI. May the icontact for Salesforce be with you. User Guide for Salesforce Lightning User Guide for Salesforce Classic icontact for Salesforce Crash Course The Crash Course was designed for your users. This is the perfect resource to introduce them to icontact for Salesforce, how it works, and to help them go zero to pro in an afternoon. Crash Course for Salesforce Lightning Crash Course for Salesforce Classic 10 Rules For Successful 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 Live Training Webinar We host a live training webinar every Thursday at 2 p.m. Eastern. This is a great opportunity to see icontact for Salesforce in action and to ask any questions you may have when you re just getting started. Space is limited, register for the webinar today Video Tutorials More of a visual person? Check out these short video tutorials and master the fundamentals: How To Create A Template Folder 16

17 How To Create A Custom Template How To Create A Campaign & More How To Send An How To View Reports & The Dashboard How To Create A Targeted Send 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 17

18 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) , internationally at +1 (919) , or by at salesforce@icontact.com. icontact for Salesforce Support hours are Monday - Friday, 9 a.m. - 6 p.m. Eastern Time. icontact Deliverability Reach out to icontact Deliverability if you have questions about reducing bounces, list cleaning services, or if sending is disabled for your account. icontact Deliverability can be reached at 1 (888) , internationally at +1 (919) , by at deliverability@icontact.com, or by chat at icontact.com. icontact Deliverability hours are Monday - Friday, 8 a.m. - 8 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) , internationally at +1 (919) , or by at sales@icontact.com. icontact Sales hours are Monday - Friday, 9 a.m. - 6 p.m. Eastern Time. 18

19 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 at designservices@icontact.com. 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 (800) , online at help.salesforce.com at supportresponse@salesforce.com., or by 19

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