Issue
How do I reset the Email Marketing integration that is currently tied to my Kipu CRM? I need to perform this action due to one of the following scenarios:
- The authentication Token for integration has expired and no further updates are passed to my Email Marketing Provider
- I need to switch the Email Marketing provider currently integrated with my Kipu CRM
Environment
- Product: Kipu CRM
- Roles: Super User, Marketing Only for 3rd Party Marketing Setup (With Reports), Business Development, Business Development Plus, Referral Source Management, Referral Source Management Plus, Combined (Admissions and B.D.), and Combined +
- Location: Configure Email Marketing Page
Resolution
To successfully reset the Email Marketing integration tied to your Kipu CRM, please refer to the steps below.
- Login to the Kipu CRM.
- Navigate to Admin > Security > Configure Email Marketing.
- Within the Configure Email Marketing page, select the Reset icon.
- All settings associated with the Email Marketing integration will be cleared from the page.
- Please allow about 5 minutes to elapse before proceeding with re-authenticating or setting up a new email marketing integration.
Important
For guidance on how to integrate Mailchimp or Constant Contact with the Kipu CRM, please click here. If you are seeking to integrate Active Campaign, please refer to this article.
Cause
N/A