Knowledge Base

Donor Management with Salesforce: C&P Broadcaster

Version: 9.190720xxxx

This article includes the following topics:
  1. Procedure to find API key
  2. Procedure to find Client ID & Client Secret
  3. Procedure on how to use Mailchimp with C&P Broadcaster
The main theme of integrating MailChimp into C&P Broadcaster is to send emails to many at a time. Create a MailChimp account https://login.mailchimp.com/signup?  by giving valid email id, unique username and secure password.

Login to your Salesforce instance and go to ‘C&P BroadCaster’ and click on ‘Account Settings’.



Step 1: Enter the Account name of your choice. This is used for internal reference.

Step 2: API Key is in MailChimp Account. The procedure to find API key is given below.

Step 3: Client ID is in MailChimp Account. The procedure to find Client ID is given below.

Step 4: Client Secret is in MailChimp Account. The procedure to find API key is given below.

Step 5: After entering the above information, click 'Authorize & Verify'.  Once Account is created, it can be modified by clicking 'Edit' button.
 

Procedure to find API key


Login into MailChimp Account at https://login.mailchimp.com



Step 1: Click on the name of the user and select Account.

Step 2: Click on Extras and select API Keys.

Step 3: Click on Create A Key button.



Step 4: Copy the API key and paste it in the C&P Broadcaster.
 

Procedure to find Client ID & Client Secret




Step 1: Click on the name of the user and select Account.

Step 2: Click on Extras and select Registered Apps.

Step 3: Click on Register an App button.



Step 4: Enter the App name of your choice. This is used for internal reference.

Step 5: Enter the App description which gives some knowledge on the app.

Step 6: Enter the Company / Organization name.

Step 7: Enter the Company’s official website URL.

Step 8: Upload Company’s official Logo.

Step 9: Enter the Redirect URL as “https://cnp-paas.na54.visual.force.com/apex/verification”. You can find this URL at C&P Broadcaster. While copying the URL, make sure that to copy up to apex replacing Broadcast with verification.

Example:  https://cnp-paas.na54.visual.force.com/apex/verification



Step 10: After entering all the fields, click ‘create’ button to generate the ‘Client ID’ & ‘Client Secret’.



Copy the ‘Client ID’, ‘Client secret’ and paste them in C&P Broadcaster of your Salesforce instance. Click on the Update button to update the changes.



Click ‘Authorize & Verify’ button. It will be directed to the below screen.



Enter the Username and Password of MailChimp account. After successful login, it will be directed to the below screen.



Click on ‘Verification’ button, it will be directed to the below screen.



Once the status is Authorized, it will show the Remote Site Settings URL.



Click on ‘Click Here’ so that it will be directed to the ‘All Remote Sites’ page.



Click on ‘New Remote Site’, it will be directed to the following screen.



Step 1: Enter the Remote Site Name.

Step 2: Copy the Remote Site URL from C&P Broadcaster.

Step 3 (Optional): By enabling it, Protocol Security will be disabled.

Step 4 (Optional): Give the description of the Remote site. Make sure the Active check box is enabled.

Step 5: After entering the details, Click the ‘Save’ button.

This is how MailChimp is integrated with C&P PaaS.
 

Procedure on how to use Mailchimp with C&P Broadcaster


After integrating Mail Chimp with C&P PaaS, follow the below steps to verify the integration.

Step 1: Login at MailChimp and create a List as shown below

After creating the List, it will be directed to the following screen which shows the List details.



Then, Go to Sales Force > C & P Broadcaster > Email Lists > Synchronized List

If C&P Broadcaster & MailChimp is successfully integrated, then the List which was created in MailChimp will appear here in Sales Force as shown below.



The main theme of integrating MailChimp into C&P PaaS is to send emails to many at a time. For this purpose, reports should be selected. In reports, we can send emails to different people by giving the requirements.



Go to C&P Reports and click on ‘New Report’.



Step 1: This report type is used when we want to send mail to the transactions which are in C&P Transactions.

Step 2: This report type is used when we want to send mail to the transactions which are in Opportunity Products.

Step 3: This report type is used when we want to send mail to the transactions which are performing recurring.

Step 4: This report type is used when we want to send mail to the transactions which are processed through Patron Value.



Step 1: Enter the name of the Report.

Step 2: At least select one Application name, so that the transaction will be performed by either ‘Group By’ or ‘Add Filter’ or both.

Step 3: If ‘Group By’ is selected, then the following screen will appear.



Enter the desired fields from ‘Select Fields’, ‘Group By’, ‘Aggregate Functions’ and click ‘Run Query’ so that ‘Group By’ will be performed. The matched transactions will be displayed below.

Step 4: If ‘Add Filter’ is selected, then give the field name, operator, value and click on OK. The matched transactions will be displayed below.



Then move to the C&P Broadcaster > Email Lists > Action > Create Merge Field.



Step 1: Select the name of the C&P Report Name from the drop down box.

Step 2: The names of the Merge Fields will be changed here.

Step 3: At a stretch, 10 fields can be added.

Step 4: After selecting the desired fields, Click ‘Save’ to change the settings.



Step 1: Go to C&P Broadcaster > Email Designer

Step 2: Click on ‘New Email Design’.



Step 1: Go to C&P Broadcaster > Email Designer.

Step 2: Select the List which was created in the MailChimp from the drop-down box.

Step 3: Click ‘Go’ to save the settings.



Step 1: Select Click & Pledge or Custom from the Library.

Step 2: Select the Category from the drop-down menu.

Step 3: Select the template of the Designer from the drop-down menu.

Step 4: Select the desired layout.



Create the Designer by filling the mandatory fields along with the Merge fields and save it.



After creating the designer, go to ‘Email Designer’ and click on ‘Synchronized Email Designer’. Then the Email Designers will be displayed.



Step 1: It will show the details of the Email Campaign.

Step 2: It will send the mail to the selected List now.



Step 3: It will send the Test mail. By enabling it, it will ask to whom the test mail should be sent. After entering the Email Id, the test mail will be sent to that email.

Step 4:  It will copy the same Email Campaign.

Step 5:  By Selecting the Schedule, it will direct you to another page where it asks about when you have to send the mail and its details.

Step 6: It helps to delete the Email Campaign.


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