Set Up Amazon

Are you looking to integrate your Amazon Web Services account to Outbound Automation by boberdoo? Follow the steps below.

Step 1: Create Amazon AWS Account

If you already have an Amazon AWS account, skip to step 2. If you’d like to add a new AWS account, click the link above. Follow the instructions to create a login, verify your account and sign in to the AWS console. Creating an Amazon AWS account requires you to provide a credit card. However, you will not be charged when using Outbound Automation by boberdoo for the first 12 months unless you exceed your free sending limits provided by Amazon’s Simple Email Service.

Step 2: Set up Amazon S3

Next, you need to configure your Amazon S3 storage feature. From the AWS Services dropdown, select the Storage & Content Delivery feature S3. Next, click the Create Bucket button. This will allow you to build a storage bucket for Outbound Automation by boberdoo.

Name and region: Name your bucket “oa-{yourcompany}” and choose Oregon from the region dropdown. You can ignore the Copy settings option. You will need the name and region of the bucket you just created for step 5 so hold on to this information. Click Next.

amazon s3 bucket configuration

Set properties: Do not enable any properties listed here. Click Next.

Set permissions: Do not set any public or system permissions. Click Next.

Step 3: Create an IAM User

Your next step is to create an IAM user. This will allow you to safely integrate your AWS account with Outbound Automation while only giving the system access to the 3 AWS features it uses (S3, SES and SNS). From your AWS console, click on the account name at the top right of the screen and choose the Security Credentials option. Next, click Users from the left-hand navigation bar. Click the Create New Users button. Next, enter a name for your user, check the Programmatic access Access type and click Next.


You will then be taken to a page that asks you to set the permissions for your user. Click the Attach existing policies directly option then click the Create policy button.


Step 4: Create Your IAM User Permissions

You should now see the Create Policy page opened in a new browser tab. Select the Policy Generator option.

From this page, you will need to build out specific action permissions for 3 Amazon services: SNS, SES and S3.

SNS Setup:

First, let’s set up your SNS permissions. Click the AWS Service dropdown and select Amazon SNS. Next, click the Actions dropdown and select the six following actions: ConfirmSubscription, CreateTopic, DeleteTopic, GetTopicAttributes, ListSubscriptionsByTopicListTopicsSubscribe and Unsubscribe. Finally, for the Amazon Resource Name (ARN) field, type only the asterisk symbol ‘ * ‘. Click Add Statement.

SES Setup:

Next, we’ll add the permissions for Amazon SES. Select Amazon SES from the AWS Service dropdown. Next, for the Actions dropdown, select the eight following actions: DeleteIdentity, GetIdentityVerificationAttributes, GetSendQuota, ListIdentities, SendEmail, SendRawEmail, SetIdentityNotificationTopic, VerifyEmailIdentity. Then, once again use the asterisk symbol ‘ * ‘ for the Amazon Resource Name (ARN) field and click Add Statement.

S3 Setup:

Finally, select Amazon S3 from the AWS Service dropdown. You will need to create two separate permissions for S3. For the first, select S3, choose the action List Bucket and use the following text for the Resource name: arn:aws:s3:::yourbucketname . Click Add Statement. For the second permission, select S3 and choose the following actions: DeleteObject, GetObject, GetObjectAclPutObject, PutObjectAcl. For the Amazon Resource Name (ARN), enter the following text: arn:aws:s3:::yourbucketname/* .

Your permissions are now set for your IAM user. Once complete, your Edit Permissions page should look identical to the image below.

Click Next Step. You will be taken to the Review Policy page. Name your policy OutboundAutomation and click Create Policy.

Step 5: Attach Your Policy To Your IAM User

Next, return to your previous browser tab. You should still be at the Add user step. Make sure the Attach existing policies directly option is still selected and click the Refresh button below. Next enter OutboundAutomation in the search box. You should now see the OutboundAutomation policy you created in step 4. Check the checkbox and click Next: Review.


Finally, click the Create User button. Your user is now created with the correct permissions. Before you leave this page, be sure to copy the Access key ID and the Secret access key. You will need these for step 7.

Step 6: Request Increased Sending Limit SES

When you first register for an AWS account, Amazon limits your sending through SES. Unless you request an increase in sending limits, you will only be able to send 1 email/second, 200 emails/month and only to recipients with verified email addresses. To request an increase in sending limits, select the SES service from your AWS account dashboard. Next, select Sending Statistics from the lefthand menu. On the righthand side of the page you will see the option to Request Increased Sending Limits. From here, you will need to fill out the form and specify your mailing procedures. For tips on filling out this form, click here. In the Request 1 box, select the US West (Oregon) region and the limit Desired Daily Sending Quota with a New limit value of 50000.

Finally, fill out the remainder of the request with the appropriate information and provide your Use Case Description. An example of this would be “We are looking to send marketing emails and our newsletter to our customers.” Once you submit your case, Amazon will get back to you within 24 hours with a response to your request. We generally see this within 3 hours. After your request is granted, Outbound Automation may take up to 12 hours to adjust your sending limits.


Step 7: Add Your S3 Account to Outbound Automation

For this step, you will use the bucket information from step 2 as well as your IAM user credentials from step 5. First, head to Outbound Automation and click the Setup tab. From here, locate the Storage section and click Add New. Name your storage account and select Amazon S3 from the Storage dropdown menu. Enter your IAM User’s Access Key and Secret Key from step 5 in the appropriate fields. Next, enter your bucket name  and the region you selected in Step 2 and click Save.

Your Amazon account is now integrated with Outbound Automation by boberdoo!