Amazon SES: How to Setup Integration

If the account must send email campaigns, CCAI must be integrated with a third-party email management system. This tutorial will explain how to establish a link with Amazon Simple Email Service (SES).

Upon selecting Amazon SES, CloudContactAI will prompt the user for the required credentials. Namely, the email registered through SES, the AWS region the account is sending from, an IAM access key, and the corresponding secret key.

After logging in to AWS, the first thing that needs to be established is the IAM profile. For clarification, this needs to be done under IAM, not the IAM Identity Center.

Building a new IAM user is straightforward. The important step is establishing correct permissions when adding the IAM user to a new group. Regardless of the group's functionality, it needs to have AmazonSNSFullAccess and AmazonSESFullAccess toggled to have proper access to email features. Forgetting either will cause an error if the user attempts to connect to CCAI without either. You will get a brief review of the provided details before completing the new profile.

The user will still need to add an access key by drilling into the new user from the user menu and selecting "create access key" at the top right. For the CCAI email use case, it's preferable to toggle "other" for the use-case and best-practices options. For convenience's sake, the user can either download the key as a CSV file or copy/paste the keys onto a text file. In either case, these files should be carefully handled.

Then the user will need to generate an email to send from and a profile for the domain they are using if they are using a unique email address. The option for generating a new email identity can be found under the "identities" tab on Amazon SES. AWS will then send the chosen email with a link to verify the address.

Verifying a domain is a considerably more complicated process. AWS requires the user to upload the Domain Name System (DNS) records and methods of verification will differ based on the DomainKeys Identified Mail (DKIM) authentication option used. For more in-depth details about the steps needed to establish a domain, verify a domain, and troubleshoot domain verification, refer to the official AWS documentation.

Finally, there is the AWS region. The dropdown at the top-left of the screen will show the account's selected AWS region. If an email has already been established, it must be properly migrated if the region is changed.

Insert the appropriate credentials into their respective boxes on CCAI and the CCAI account will be ready to use the email feature.