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Setup

Before you start the setup, please contact your administrator and make sure that you have access as the Administrator on the tenant.

  • To start the setup go to https://setup.touchdown.co/
  • Click Login and sign in with your Administrator access on the tenant
  • If it is the first time you sign in with this type of access you need to click on Grant access to Organisation to allow Touchdown to access your Dynamics
  • Select the instance where you want to install Touchdown by clicking on Init so that Touchdown can create your Touchdown account and enable you to send campaigns
  • Copy the key and the secret code and save them safely in your computer as you will need them later in the setup
  • In the meantime, you can continue with the install of the solution

Install the solution

Before you proceed, verify which folder you have used to save the touchdown_managed.zip file you have received from our support team as you will need to import it in a few steps.

In your Dynamics:

  • Open the Settings menu The Settings menu icon in the top right corner of the page and select Advanced settings
  • Click on the arrow next to Settings in the top left corner now
  • Click on Solutions 
  • Import the solution by clicking on Import
  • Select the touchdown_managed.zip from the folder where you have saved it by double-clicking on the zip file
  • Click Next and then click Import
  • When the import is finished, click Close and update Dynamics page by refreshing it in your browser 

Create an App User

Now you need to create Touchdown app user/users and assign them roles. To do so, in your Dynamics:

  • Open the Settings menu The Settings menu icon in the top right corner of the page and select Advanced settings
  • Click on the arrow next to Settings in the top left corner now
  • In Settings go to Security > Users
  • Click on the arrow next to “Enabled users” (Or something else shown instead of “Enabled Users”)  to open more user options and select Application Users
  • Add a new user by clicking + New in the toolbar
  • Fill in the User Name
  • Place c37a5b3b-185f-4a8b-9712-1e4dda04b2eb in the Application ID field

 

Now you need to create a copy of the System Administrator role and assign it to the user, to do so:

  • Open the Settings menu The Settings menu icon in the top right corner of the page and select Advanced settings
  • Click on the arrow next to Settings in the top left corner now
  • In Settings go to Security > Security Roles
  • Select System Administrator from the list by clicking on the checkbox next to it
  • Once it is checked, click on More Actions and select Copy Role by clicking on it
  • Enter New Role Name and confirm OK

 

Once the Security Role is copied you can Manage the Roles, to do so:

  • Select the user you just created by double-clicking
  • In the toolbar, click on Manage Roles
  • A role management window opens where you need to click on the checkbox next to the following from the proposed list of roles:
    • System Administrator
    • Touchdown Production
  • Confirm OK
application user setup

Set Service endpoint authorisation

Service endpoint authorisation requires the Plugin registration tool – If you need to install the Plugin Registration tool, follow the instructions here.

  • Open Plugin registration tool
  • Click on Create new connection in the toolbar
  • The Login window opens where you need to select Office 365 & Display list of available organizations by clicking on the checkbox
  • Select the instance where you want to install Touchdown by clicking on it
  • Click Login

 

Once you are logged in you can configure Touchdown, to do so:

  • Scroll down to find Service Endpoints with Touchdown next to it
  • Open each Service Endpoint with Touchdown next to it by double-clicking, e.g. (ServiceEndpoint) Touchdown Send
  • In each Service Endpoint Registration window paste the key you saved from the beginning of the setup in the SAS Key field
  • Click Save
  • Repeat the same action for every Service Endpoint with Touchdown next to it

 

Now you need to do the same but with the Webhook:

  • Open each Webhook with Touchdown next to it by double-clicking
  • In each Webhook Registration window, set the Authentication to HttpHeader
  • Click on Add property
  • Type lowercase “secret” in the field under Keys 
  • Paste the secret you saved from the beginning of the setup in the field under Values
  • Click Save
  • Repeat the same action for every Webhook with Touchdown next to it

Custom fields setup

In your Dynamics:

  • Open the Settings menu The Settings menu icon in the top right corner of the page and select Advanced settings
  • Click on the arrow next to Settings in the top left corner
  • Click on Solutions
  • Click on Touchdown Display Name to open the Touchdown configuration window

Contact, Lead and Account configuration

The Touchdown configuration window allows you to configure what data fields you want to use for personalisation of your email & SMS campaigns for the Contact, Lead and Account entities; what views that you have created will be used for targeting Contact, Lead and Account in your email and SMS campaigns and keys to select which email and phone number of your Contact, Lead and Account will be used for email and SMS campaigns in case you have several ones.

 

These Views, Fields and Keys follow the same configuration steps for Contact, Lead and Account

Therefore, follow the steps below separately for each Contact, Lead and Account:

  • Click Fields to personalise your email & SMS campaigns
  • Click on the checkbox next to all the fields you want to be used for personalisation
  • Click Save

 

  • Click Views to select your created views you want to use for targeting your email and SMS campaigns
  • Click on the checkbox next to all the views you want to use to target recipients for your bulk send
  • Click Save

 

  • Click Keys to select which email and phone number will be used for email and SMS campaigns in case you have several ones
  • Fill in the email field you will use to send emails
  • Fill in the phone field you will use to send SMS
  • Click Save
Touchdown configuration
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