Integrating Campaign Monitor

Capabilities

DataGrail's Campaign Monitor integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Campaign Monitor User Role: Admin

Get Campaign Monitor API Credentials

1. Log in to Campaign Monitor.
2. Select App store in the top navigation, then select OAuth Registration in the right sidebar.
3. Add a Name and Description.
4. Under the URLs section, enter https://datagrail.io in the top input and https://datagrail.io/oauth/campaign_monitor in the bottom input.
5. Select Register.
6. Select View to get OAuth credentials for the registered application.
7. Copy the Client ID and Client Secret and store them in a temporary, secure location.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Campaign Monitor.
2. Enter the Client ID and Client Secret.
3. Select Login to Configure.
4. Log in to Campaign Monitor if prompted and authorize the necessary permissions to DataGrail:

Required Permissions

• View reports
• Manage lists
• View subscribers in reports
• Administer persons
• Administer your account

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Campaign Monitor integration uses the V3.2 API:

Access Type	Synchronous
Deletion Type	Synchronous