Installation

GitHub Setup

Step 1: Logging with Github

GitHub login

Click Login with Github to get a redirection to Github.

Step 2: Authorizing SFMCMate to create a user and login

Authorize SFMCMate

Click Authorize [username] to give access.

Step 3: Reading and Accepting the terms and conditions

Terms and Conditions

Once redirected to SFMCMate, you'll need to review and accept the Terms & Conditions to start using the Chat AI.

Step 4: Installing the SFMC Github App

Installing the SFMC Github App

Click Install now to return to GitHub to review the app.

Step 5: Installing the SFMC Github App

Vercel deploy interface

Click Install to choose a repository where you'd like to use SFMCMate.

Step 6: Installing the SFMC Github App

Installing the SFMC Github App Next Step

Select a dedicated private repository that you don’t use for any other purpose and click "Install".
Please do not select all repositories!
Even if you do, only the latest repository will be used — but this could introduce a security risk.
Always pick a specific, unused repo.

Step 7: Refreshing the chat page on SFMCMate

Refreshing the chat page on SFMCMate

Refresh the page to check if your Target Repository is now connected.

Step 8: Creating a Github token for SFMC access

Creating a Github token for SFMC access

Now that you connected your GitHub account and repo to SFMCMate, it is time to connect GitHub with SFMC. For that, you need to create a personal access token.

Click here to go to your GitHub token settings.

Step 9: Creating a Github token for SFMC access

Creating a Github token for SFMC access Part 2

Make sure to select the same repository where you installed the SFMCMate GitHub App.
After selecting the repository, scroll down to the Repository permissions section and set Contents to Read-only.
This permission allows SFMCMate to read code from your repo when deploying to CloudPages, while ensuring your repository remains secure.

Creating a Github token for SFMC access Part 3

Generate the token with the right permission and copy it to use it in the SFMC Setup.

Creating a Github token for SFMC access Part 4