Utility Account Set Up

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Out of the box, ContactMonkey uses EWS (client side) to count the total number of recipients within the Distribution lists, dynamic lists and Office 365 groups that are placed in the “To” field during a campaign send. We use this recipient count as part of the analytics to help your Internal Comms team to help track their engagement. 

However, using EWS through the Office 365 web add-in has several restrictions, one of which is that the API has a 1mb limit on the response.

In order to bypass the above limitation, you will need to set up a utility account. ContactMonkey currently provides two options:

Using EWS

In order to bypass this limitation, your team would need to provide us with a utility account that has access to the EWS API and specifically this ExpandDL call.  This utility account will only be used to call the ExpandDL call so that we can count the total number of recipients inside the list (and any nested lists). 

If you would like to learn more about how to set up a utility account with ContactMonkey, see below:

  • A ContactMonkey utility account provides the login credentials and access for the ContactMonkey Server to talk to Exchange EWS to expand the lists in the “To” field on send.
  • The utility account can be set-up either with an Exchange Management console or using Active Directory Users and Computers controls.
  • No admin permissions are required for this mailbox, this service account mailbox is a user level mailbox (email address and password), which is only utilized by the ContactMonkey Server for authentication with EWS when expanding membership of distribution groups. The mailbox name is not important and will never be used to send/receive mail. Most customers use contactmonkey@customerdomain.com.
  • Once the account has been created, please reach out to your account manager who can complete the setup.
  • The service account credentials are user on the CM server and will be stored encrypted with AES-256.
  • If you will be sending to membership protected lists (groups with membership hidden), then the service account must be added to the security group with permissions to view membership in order to expand the list.
Using Graph

In order to bypass this limitation, your team will need to create a utility account that has access to make the required Microsoft Graph calls. Once an account has been created, your account manager can enable the feature. This will allow your Org Owner/Admin to “Connect” the utility account using OAuth2. Once the Utility account has been connected, ContactMonkey will use this account when users within the Organization send Overall campaigns.

Users within the organization can also “Test” the count in advance of sending, to ensure their lists are supported. Please refer to the table below for supported list types

Type of List/Group

EWS

Graph

Mailbox Contact Group

Supported

Supported

Security Group

Supported

Supported

Universal Group

Supported

Supported

Dynamic Exchange Group

Supported

N/A

0365 Dynamic Group

N/A

Supported

0365 Group

Supported

Supported

Distribution groups with hidden membership

N/A 

Supported

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