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TRANSCRIPT
iContact for Salesforce
Installation Guide For Salesforce Lightning Experience
Version 2.3.5
Last updated August 2018
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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
Install the iContact MessageBuilder tab
Rename the iContact Configurations Tab
Change the iContact API and iContact account passwords
Sync the API connection
Send your first email
Update your SPF record
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 Versions 9, 10, and 11
Safari Versions 5.x, 6.x, and 7.x on Mac OS X Lion and before.
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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. 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.
○ Email Opt Out
○ Fax
○ iContact Contact ID
○ Mailing Address
○ Name
○ Phone
4. Repeat Steps 2 - 3 for the 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. 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.
○ Address
○ 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, 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, 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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Install the iContact MessageBuilder tab
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 800.
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/create/message
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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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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Change the iContact API and iContact
account passwords
When we set up your bundled iContact account, we configured it with a temporary password.
Please update the temporary password we gave you to something secret and more secure.
1. In a new browser tab, log in to iContact with the API / iContact username and
Temporary API / iContact password listed in the Welcome Email.
2. Paste the following into the URL bar:
https://app.icontact.com/icp/core/registerapp
3. In the API 2.0 Authentication section, click Change your API password for this AppId.
4. In the Change Password For iContact for Salesforce section, type a new, secret
password into the Create A Password box, then click Save.
5. 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.
6. 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.
7. Click the Account drop down > Sign Out.
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Sync the API connection
1. Return to Salesforce in your browser.
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 all of the iContact for Salesforce API
credentials from the Welcome Email 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.
5. 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.
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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 Add to Campaign button.
4. In the popup menu, select the iContact for Salesforce Test Campaign.
5. Leave the other options alone and 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.
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Note: If the Send to Campaign Members button doesn’t work, then your browser is blocking
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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Update your SPF record
To prevent deliverability issues, we recommend partnering with your IT department and
updating your Sender Policy Framework (SPF) record to include iContact.
The header of emails sent from iContact contains your domain and our sending IP addresses,
but our sending IP addresses don't match your domain's sending IP addresses, and that
mismatch raises flags with incoming mail servers. To them, it looks like someone is hijacking
your domain and sending email while pretending to be you.
As a security precaution, unless there is an SPF record in place, many incoming mail servers
are programmed to bounce messages like that or send them to spam.
A valid SPF record would help prevent that because it authorizes iContact to send email on
behalf of your outgoing mail server, proving to your recipients' incoming mail server that your
domain wasn't hijacked.
Here is the update we recommend for your SPF record:
v=spf1 a mx include:icpbounce.com ~all
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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.
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 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 Training Webinar If you’re looking for some guidance, you’re in the right place. Running
just under 51 minutes, our recorded training webinar is a wonderful
resource for learning the iContact for Salesforce basics.
Start the show
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Video Tutorials More of a visual person? 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
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 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) 538-5590, internationally at +1 (919) 957-6070,
by email at [email protected], 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) 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.
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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 (800) 667-6389, online at help.salesforce.com , or by
email at [email protected].