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

  1. In Taxi, head to Integrations
    Select the ESP Connectors tab.
  2. Click 'Add New'
    Select IBM Marketing Cloud from the dropdown. This will need to be enabled by Taxi. You'll need to name your connector.

3. Click 'IBM Marketing Cloud' to edit the connector settings
4. Add your Engage Server Number
If you don't know it, go to your IBM Login and the number will be part of the URL eg.
5. Paste your Client ID and Client secret
These can be found again by clicking the application name that you created. Adding an Application
6. Add your default settings
Taxi will add this information to your mailings on export. Once you connector is set up, you can chose a default folder for all mailings to be added to. This can be changed on export if required.
7. Dynamic elements
If you use dynamic elements in your campaign settings, you can add those here.
8. Click 'Add connector'

Your Taxi for Email account and your IBM Marketing Cloud account are now connected. The next step is to add your User Account Refresh Token to your Taxi profile so you can use the connector. Every user you previously added in IBM has to complete this next step.

  1. In Taxi, head to Edit Profile
    By selecting your icon in the bottom left hand corner
  2. Click the 'Connected Accounts'
  3. Paste the User Access Refresh Token
    An email is sent to the Organisation Administrator containing the User Refresh Token
  4. Click 'Update'
    You're now ready to export mailings to IBM Marketing Cloud.
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