Set Up Marketing Cloud User

Partner Community users are requested by Area Directors through an Asana task. Standard turn-around for requests is 2 business days.

Step 1: Locate Eagle Leader in NPSP. Verify the following:

  • Member is Authenticated (Wordpress UID # in System Information)
  • Member is an Eagle Leader and has completed Onboarding Training (Eagle Leader Information)
  • Member has an active Partner Community account.

Step 2: Confirm Team RWB Email address (Eagle Leader Information). TIP: copy email address for user setup.

Step 3: Log into Marketing Cloud account. Verify you are in the "Team Red White and Blue" Account. Select Admin from drop down.

Email - Marketing Cloud - Google Chrome
Email - Marketing Cloud - Google Chrome

Step 4: Select My Users from side menu. Verify that account does not already exist in system by searching for email address.

TIP: If user exists but is disabled, follow instructions for reactivating user account.

Step 5: Click Create

Fill out the following information

  • Name - User Name
  • Reply Email Address - Team RWB email address
  • Notification Email Address - Team RWB email address
  • Username - Team RWB email address
  • Time Zone - Set to user's time zone.
  • Set Temporary/Verify Password
Email - Marketing Cloud - Google Chrome

Step 6: Click Save and verify information.

Email - Marketing Cloud - Google Chrome

Step 7: Integrate User with Partner Community Account.

  • Salesforce.com Status - Click Integrate
  • Enter Team RWB email address (standard PC Username).
  • Click Save Settings.
  • Verify Integration Status updated to "Integrated"

Step 8: Assign User to Role.

  • Click on My Users and search for user in search bar.
  • Select box in front of user name and click "Manage Roles"
  • Click Edit Roles
  • Select "Staff AND Partner Community Users".
  • Click Save.
Email - Marketing Cloud - Google Chrome
  • Verify Role is set up properly.

Step 9: Assign to related Business Unit.

TIP: Business Units have not been updated since realignment. Many chapters are located in their former "region." You may want to verify where Chapter is prior to assigning to Business Unit.  

  • Click on My Users and search for user in search bar.
  • Select box in front of user name and click more and select "Manage Business Units"
  • Set Default Business Unit.
  • Select None under Associated Business Units.
  • Click Save.

Step 10: Navigate back to Contact Record. Edit and select MC User in System Information. Save.

Becky Carr | Salesforce - Google Chrome

Step 11: Send verification email to new user. 

Go to next article "Sender Profile."

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