How-To: Manage Partner Platform Authentication in Actions

Overview

Before you can start setting up Actions, you need to authenticate partner platforms. This is required and allows you to push out changes to your client.

Authentication Maintenance: Refresh or Replace

If you need to refresh your authentication or replace a colleague’s due to reasons like parental leave, PTO, or employee transitions, review the Refresh or Replace instructions below.

Instructions

1. Login to Alli Actions and select your Client.

2. Select the Settings button to go to your customer settings page.

   

3. Select the partner platform you want to authenticate.

   

4. A popup will appear, allowing you to login or select the correct account if you are logged into multiple accounts, and Allow the Alli Platform to act on Actions you set up.

5. Once this is done you will see your authenticated accounts in the list on the settings page and you can get started setting up Automated Campaign Actions using Alli Actions!

 Refresh or Replace

Refresh

1. Login to Alli Actions and select your Client.

2. Select the Settings button to go to your customer settings page.

   

3. Find your existing authentication, click the 3 dots to the far right and select Refresh. You will be taken through the authentication process again

   

Replace

To ensure a seamless transition, replace the existing token instead of deleting or creating a new one. This allows for continuous operation without disruption.

1. Login to Alli Actions and select your Client.

2. Select the Settings button to go to your customer settings page.

   

3. Find the existing authentication, click the 3 dots to the far right and select Replace. You will be taken through the authentication process and anywhere their token was utilized, your token will now be utilized. (Please review existing actions to ensure you have access to the accounts, datasources, sheets, etc used in the actions)

   

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