This article outlines the method for Integrating your Inbox Monster account with your Salesforce Marketing Cloud instance for creative renderings.
To start, we'll need to create a new Installed Package within your Salesforce Marketing Cloud instance.
💡 You will need administrative privileges in both Marketing Cloud and Inbox Monster.
Within Salesforce Marketing Cloud, in the top right corner click on your name and select Setup.
2. Within the left-hand menu in Platform Tools, expand the Apps dropdown and select Installed Packages.
3. Click New to create a new package.
4. Give the package a name, we suggest InboxMonster API and a description.
4. Under Components, Click Add Component and Select API Integration. Click Next.
5. Select Server-to-server as the Integration Type. Click Next.
6. Set the following Permissions for full functionality:
Email: Read, Write
Saved Content: Read, Write
Data Extensions: Write
7. Click Save
8. Copy down the following information
Client ID
Client Secret
Subdomain
9. Within InboxMonster, click the Gear icon ⚙️, select Setup and Integrations, and scroll down to Integrations. Select Marketing Cloud API.
10. Within the configuration screen, paste the information copied from step 8 into the form. Click Add Integration.
11. Head over to the left side panel under "Creative Tools" > "Projects" to begin generating your creative renderings.
Learn more about how to start generating Creative Projects here.
Salesforce Marketing Cloud Template Sync
Easily pull in the different email templates from your SFMC instance. You can start by clicking "Create Project" in the top right corner.
The "Project Test Setup" will pop up showing multiple options to create your rendering project.
Please fill out the "Project Title" and the "Subject" to ensure proper configuration.
As we see in the "Template" column, we can pull direct email templates from our SFMC API. Click on the different templates to preview the creative.
Once you are ready to start, click "Run Test."
Salesforce Marketing Cloud Creative Publishing
Your team can publish newly edited and saved HTML back to the Salesforce platform via API. This will help your team save time and align your creative content between both platforms. This use case would be for when you've created and finalized your project in the Inbox Monster platform.
Note: Please ensure the following permissions are correct to publish creative content:
Email: Read, Write
Saved Content: Read, Write
Data Extensions: Write
Click "Save"
To begin, hover over an individual creative project under the "Actions" column.
Click on the 3 dots and you'll find "Publish" under the Project Actions.
After you click on "Publish," the Publish Campaign screen will pop up showing the integration and if you would like to publish a new or existing template.
Select the "Marketing Cloud API" as your integration.
Option 1: Publish as New Template
This option will create a brand new template within your SFMC business unit allowing your team to swiftly build email campaigns that you've tested.
Option 2: Publish to Existing Template
This option will allow you to replace the current template in SFMC with the edited version from Inbox Monster.
Please let us know if you have any questions regarding the SFMC integration.
Reach out to us at support@inboxmonster.com.