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  7. Configuring Acoustic Campaign

Configuring Acoustic Campaign

Create an integration user account

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Jeri Ellis
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You can create an Acoustic Campaign user that can use the granted permissions for API access, and access to Shared Organization resources to communicate with Watson Campaign Automation from external sources like MS Dynamics CRM and Scribe online.

Review the instructions for Creating an organization administration user

Note:
  • Organization Administrators can choose to use an existing account. However, having a separate account just for integrations can help you to audit which user made a change from an automated or manual API call. The preferred user should have administration rights for an Acoustic Campaign organization that is enabled to integrate with a CRM database.

  • When a new Acoustic Campaign account is set up, it automatically expires within the first 7 days. If you set the account to never expire, the non-expiration policy will take place after you change the initial password.

Complete the following steps to create an integration user account.
  1. Give the user access to the API for Acoustic Campaign
  2. Verify that the user has access to Shared resources in the organization.
  3. Verify that the Default General Settings to Shared Resources i is available.
  4. Add Application Account Access to Microsoft Dynamics 365\CRM and Scribe Online Integration.
  1. Complete the following steps to give the user access to the API for Acoustic Campaign
    1. Go to Settings > User Accounts and select the integration user account that was created.
    2. In User Permissions, complete the following tasks.
      1. Select Enable use of Assume Identity API option. The Send rights and Landing Pages access permission options can be selected as well to ensure the account does not have problems with any aspect of the integration.
      2. Click Save.
  2. Complete the following steps to verify whether the user has access to shared resources in the organization.
    1. In Settings > User Accounts > Mailing and Landing Page Settings, complete the following steps.
      1. Set Default Folder Visibility to Shared.
      2. Click Save.
  3. Complete the following steps to verify that the Default general settings is for to Shared resources.
    1. In Settings > Organization Settings > General Settings , complete the following steps.
      1. Select Default Folder Visibility to Shared.
      2. Click Save.
      3. If this is set early in the Organization setup, then any new users created should automatically be given access to Shared resources.
  4. Setup the Microsoft Dynamics Refresh Token and the Scribe Online Refresh Token using the new integration user account.
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