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Installation Instructions for Soapbox Engage Actions App

updated

Hey there!  Welcome to Soapbox Engage’s Actions app.  This guide will lead you step by step to preparing to use your new Actions app.

  1. Create and enter your Google Civic API information
    1. Go to https://console.developers.google.com/home/dashboard
    2. Create a project, by following the on-screen prompt or clicking the dropdown to the right of the search field at the top of the page and choosing “Create a Project”.
    3. On the New Project popup window, for “Project name” write, “Soapbox Engage Actions App”, and then click the Create button
    4. After you’re returned to the Dashboard page, click the "Enable and manage APIs" link within the blue box on the page
    5. On the API Manager’s Overview page, in the search box, type “Civic” and then click on the link "Google Civic Information API”
    6. On the resulting page, click the button called Enable API at the top of the page
    7. On the next page click "Go to Credentials”
    8. In the sentence "If you wish you can skip this step and create an API key, client ID, or service account”, click the "API key" link
    9. On the "Add credentials to you project” page, click "server key" in the popup window
    10. On Create server API Key page, set the field “Name” to be "Soapbox Engage Google Civic API”, and click the Create button
    11. Copy the API Key from the popup window
    12. Login to your Soapbox Engage account
    13. Click the Actions menu link
    14. Click the Configuration button
    15. On the Actions Configuration page, enter the API key you just copied into the Google Civic Information API Key field and click the Save button.
  2. Create and enter your Amazon Simple Email Service (“Amazon SES”) API information
    1. If you don’t have an Amazon Web Services account, go to Amazon Web Services - http://aws.amazon.com.  If you already have an account, skip this step.
      1. Click the Sign Up button at the top-right of the screen
      2. On the “Sign In or Create an AWS Account” screen, type in the main email address you’d like associated with your AWS account.  Also, choose the “I am a new user.” option.  Click the Sign In Using our Secure Server button.
      3. On the “Login Credentials” page, enter the required information, and click the Continue button
      4. On the “Contact Information” screen, enter the required information, and click the Create Account and Continue button.
      5. On the “Payment Method” screen, enter your credit card information. Note, in using Amazon’s services, you’ll only be billed for services you use, and at the time of this writing, there are no monthly fees.  Click the Continue button.
      6. On the “Identity Verification” screen, follow the instructions as shown on the screen.
      7. On the “Confirmation” screen, follow the instructions as shown on the screen.
    2. Create an Amazon Web Services user dedicated to the Soapbox Engage Actions app
      1. Within the Amazon Web Services console, go to the Identity and Access Management
      2. In the left navigation, click on Users
      3. On the Users screen, click the Create User button
      4. On the User Details page, create a User Name, and click the Next button
      5. On the Set permissions page, in the Permissions options section, select "Attach policies directly", and in the Permissions policies section, type "AmazonSESFullAccess" into the search bar and check the box next to the AmazonSESFullAccess policy, and click the Next button
      6. On the Review and create page, click the Create user button
      7. On the Users page, click the name of the newly created user
      8. On the User page, click the Security credentials tab, and in the Access keys section click the Create access key button
      9. On the Access key best practices & alternatives page, select Third-party service, and check the confirmation box, and click the Next button
      10. On the Set description tag, just click the Create access key button
      11. On the Retrieve access keys page, save the Access key and Secret access key in a safe place for use by Soapbox Engage in a future step
      12.  
    3. Sign Up for the Amazon Simple Email Services (SES) account
      1. Go to https://aws-portal.amazon.com/gp/aws/developer/registration and follow the on-screen instructions for signing-up for an SES account (NOTE: It may be possible that Amazon has already automatically provided you access to SES, in which case you’ll see “You already have access to Amazon Web Services” at the top of your screen after clicking the link above).
      2. Completing this simple process gives you access to a test account, which allows you to send email ONLY to the verified email addresses below.  You’ll need to request production access to use Soapbox Engage’s Actions app to send email normally (see below).
    4. Configure your SES account’s email addresses
      1. Verify your sending address(es) or domain(s) by first going to the Amazon Console for SES: https://console.aws.amazon.com/ses/home
      2. In the upper-right of the Amazon SES console, to the left of the “Help” link, take note of the region code.  If this says anything other than “N. Virginia”, click on the words displayed, and then choose “US East (N. Virginia)” from the dropdown.
      3. On the left side of the Amazon SES console, under the Verified Senders section, click the “Email Addresses” link.
      4. To add an address that you’ll be able to send email from in Soapbox Engage’s Actions app, in the top of the screen click the Verify a New Email Address button.
      5. In the Verify a New Email Address popup window, enter the email address you’d like to be able to send email from, and click the Verify This Email Address button.
      6. Check the email account of the address you supplied in the popup window to find a confirmation email from Amazon. Click on the appropriate link to confirm the verification process.
      7. Repeat this process to add more verified sending email addresses
    5. Request Production Access to Simple Email Service
      1. Log into the AWS Management Console.
      2. Go to SES Sending Limits Increase.
      3. In the form, provide the following information:
        1. Region: Select “US East (Northern Virginia)
        2. Limit: Select “Desired Daily Sending Quota”
        3. New Limit Value:  We recommend starting with 10,000, but recommend as much as you need. This is the number of emails you can send in a 24-hour period.  Be sure to only request the amount you think you'll need. Keep in mind that you are not guaranteed to receive the amount you request, and the higher the limit you request, the more justification you will need to be considered for that amount.
        4. Click the Add Another Request button
        5. Region: Select “US East (Northern Virginia)
        6. Limit:  Select “Desired Maximum Send Rate”
        7. New limit value: 20
        8. Fill out the rest of the form
        9. Click the Submit button at the bottom of the screen once you have filled out the entire form
        10. It normally takes a few days for Amazon to process your request to move to their production services, but you can still keep moving forward on testing in the sandbox environment.
    6. Add Amazon AWS Information in Soapbox Engage's Actions app configuration
      1. Login to your Soapbox Engage administrator
      2. Go to Actions > Configuration
      3. Enter AWS values, including the following
        1. Send Messages Through:  Amazon Simple Email Service
        2. AWS Host URL:  one of the following Amazon SES API endpoints listed below depending on the AWS region used for the organization
          1. US East (Ohio) - https://email.us-east-2.amazonaws.com

          2. US East (N. Virginia) - https://email.us-east-1.amazonaws.com

          3. US West (N. California)- https://email.us-west-1.amazonaws.com

          4. US West (Oregon) - https://email.us-west-2.amazonaws.com

        3. AWS Port:  443
        4. AWS Key | Username:  the AWS Key for the AWS user previously created
        5. AWS Secret | Password:  the AWS Secret for the AWS user previously created

* Done *

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