To set up the Salesforce Marketing Cloud connector, you'll need to be logged into both your Salesforce Marketing Cloud and Taxi accounts. You'll also need your Salesforce Marketing Cloud Client ID and Secret credentials.

  1. In Taxi, head to your Organisation Settings
    Select the ESP Connectors tab.
  2. Click 'Add New'
    Select Salesforce Marketing Cloud from the dropdown. This will need to be enabled by Taxi. You'll need to name your connector.
  3. Click 'Salesforce Marketing Cloud' to edit the connector settings
  4. Paste your API client ID and API client secret
    These can be found under the component details on the Installed packages section of your Salesforce Marketing Cloud account. Salesforce Marketing Cloud Client ID and Secret
  5. Add your default campaign settings
    Taxi will add this information to your mailings on export
  6. Message Type will default to Standard Editor
    You can leave this selected unless you know you want to paste HTML
  7. Default email for sending csv file to
    If you have requested Taxi to send you csv files for reporting, add the email address you want them sent to here
  8. Click 'Add connector'
    You're now ready to export mailings to Salesforce Marketing Cloud.
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