Salesforce Marketing Cloud: Instructions for setting up Installed Package

The Installed Package allows Movable Ink Da Vinci to operate within your ESP through API.

  1. Log into Salesforce Marketing Cloud (SFMC) using an account with admin permissions.
  2. In the top right corner of the Marketing Cloud Dashboard, select the Business Unit that Moveable Ink Da Vinci will integrate with
  3. In the Marketing Cloud Dashboard, mouse over the account username in the top right corner and select Setup from the drop-down menu
  4. In the left sidebar menu, select Apps then Installed Packages
  5. Select New to add a new package, configure the modal as shown below, then select Save.
    • Name: Da Vinci by Movable Ink for Salesforce Marketing Cloud
    • Description: For more information, please reach out to your Movable Ink account team
  6. Select Add Component; select API Integration for the Component Type, then select Next
  7. Select Server-to-Server for the Integration Type, then select Next
  8. Configure the Server-to-Server properties shown below:
Server-to-Server Permissions
(All permissions are required)		Purpose
  • Channels
    • Email
      • Read
      • Write
      • Send
  • Create and update User Initiated Emails
  • Check status of a scheduled email send
  • Assets
    • Documents & Images
      • Read
      • Write
    • Saved Content
      • Read
      • Write
  • Sync content between Da Vinci and SFMC
  • Automation
    • Automations
      • Read
      • Write
      • Execute
    • Journeys
      • Read
      • Write
      • Execute
      • Activate/Stop/Pause/(etc.)
      • Delete
  • Extract send/spam/unsubscribe/bounce logs
  • Contacts
    • Audiences
      • Read
      • Write
    • List and Subscribers
      • Read
      • Write
  • Set subscriber relationship on Sendable Data Extensions
  • Preview and proof email campaigns
  • Access sender profiles when creating an Email Send Definition
  • Cross Cloud Platform
    • Marketing Cloud Connect
      • Read
      • Write
      • Send
  • Utilize personalization data from Salesforce CRM
  • Data
    • Data Extensions
      • Read
      • Write
    • File Locations
      • Read
      • Write
    • Tracking Events
      • Read
      • Write
  • Create and update Data Extensions to store targeting data
  • Organize the Data Extensions
  • Extract tracking events for analytics
  • Data Encryption
    • Manage Keys
      • View Status/Logs
  • Manage encrypted the Data Extensions
  • Hub
    • Approvals
      • Read
      • Write
    • Workflows
      • Read
      • Write
  • Manage SFMC approvals
  1. Click Save
  2. Provide the Client Id and Client Secret to Movable Ink using the secure Dropbox folder that was shared by your Implementation Team.  Do not share these values through email or any other non-secure channels.  If a secure Dropbox folder has not yet been shared, reach out to your Movable Ink Implementation Team.

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