Campaign Factory, the world’s first centralized marketing management solution, empowers marketers to manage multiple marketing automation instances from one place. This document serves as a guide for defining, creating, and accessing accounts and instances within Campaign Factory.
To access Campaign Factory, go to maestro.mautic.com.
Enter your sign-in information.
In the left navigation pane, click Accounts.
If you already have accounts, the system displays the list of your accounts. If not, click Create in the top right corner.
Enter the account’s information:
Name: The account name is the title for the group of instances you’re
creating. For example, an agency creates Account 1 for
Customer 1 and that customer may have multiple instances. The agency
would create Account 2 for Customer 2, etc. A corporation can
create Account 1 for Brand 1, and that brand may have several
instances for different geographic regions. Similarly, Account 2 for
Brand 2.
Tags: Both Accounts and Instances use tags, which help users find certain accounts or instances using the filtered search.
Contacts Limit: The sum of the contacts you’d like to assign for all instances in the account. You can edit this later. Each Campaign Factory contract includes a specific number of accounts, instances, and contacts. If you have one account, enter the total number of contacts you have. If you have multiple accounts, you must decide how to distribute the contacts.
Note
If the combined contacts usage for all the instances reaches the contact limit set for the account, reach out to your Customer Success Manager to revise the limit.
Monthly Email Limit: As a standard practice, Acquia recommends setting this to 5x the contact limit. If you expect to send more emails, work with your Customer Success Manager to find an appropriate number.
Note
The monthly email limit of an account cannot be lowered to less than the total sum of the monthly email limit of instances belonging to it. It also cannot be more than the remaining email limit of customers as well.
IP Pools: Select one or more IP pools that the instances on this account can use for sending emails.
Note
All accounts must have at least one IP pool assigned for email sending.
To purchase a dedicated IP address that is not shared with other customers, contact your account manager.
For users who do not have their own dedicated IP pool:
If you see only one option, it is the default IP pool that is assigned to your organization and is shared with other Campaign Studio customers. You must select that IP pool.
For users who have their own dedicated IP pool:
The Acquia team attaches your dedicated IP pools for configuration during account provisioning. Select one or more IP pools that the account can use for sending emails.
Note
You cannot remove an IP pool from an account if any instance in that account is using that IP pool.
Click Save.
To see summary information of all instances in an account, click the name of the account you’d like to view from your Accounts list. The Account Overview displays.
Branding: In the top right corner, click Branding to add colors and logos to all instances within the account. For more information on branding in Campaign Factory, see Custom branding for Campaign Factory.
Summary: This set of cards displays the growth of the account in:
These cards display change over time, selectable by the time period menu:
Identified contacts: A graph for the number of contacts identified over the selected time.
Users: The users list displays all users who have access to the instances in the selected account including:
Status: The percentile graph and details identify:
Instances: The final section on the Account page is the list of instances associated with the account. Users can search for any instances and apply filters for account, location, and tags in the All Accounts menu.
In Actions, click the pencil icon to edit the instance or the trash can to delete it. Deleting an instance is permanent.
All new Campaign Studio instances are initially created in Campaign Factory.
To access Campaign Factory, go to maestro.mautic.com.
Enter your sign-in information.
Campaign Factory customers can create instances from the Accounts or Instances page.
New Campaign Studio-only customers must ignore the upgrade message displayed on the Accounts page, and continue to create their new instance by navigating directly to the Instances page.
On the Instances page, click + New Instance. Campaign Factory customers can also create instances from the Accounts page after creating an account.
Campaign Factory displays the Create a new Instance dialog box.
Note
For Campaign Studio-only customers: If the Account and Location fields do not prepopulate with your details, contact your Account Manager or open a support ticket.
Enter the following information to create the instance:
Instance: The instance name which is displayed on your instance lists and the Instances page.
Account: If you are a Campaign Factory user, select the account you want to attach the instance to.
Location: Campaign Studio has data centers in the US, EU, and APJ. A user can create an instance in any location from the same Campaign Factory login, and can have instances in one or more data centers. Not all subscribers will see options for all locations. If you do not see the option you need, contact Acquia Support.
IP Pool: Select the IP pool that this instance must use for sending emails. Each instance must be assigned exactly one IP pool for email sending.
Note
This option is only available for Campaign Factory customers. This selection may be changed in the future.
For Campaign Studio customers:
You must select the default IP pool that is assigned to your organization and is shared with other Campaign Studio customers.
For Campaign Factory customers:
The Acquia team attaches your dedicated IP pools for configuration during account provisioning. Select the IP pool that the instance can use for sending emails.
Subdomain: The subdomain is where you go to access your Campaign Studio instance. It is displayed as the root URL for any landing pages, including preference center pages, built in the instance.
Note
Instance subdomains can’t exceed 63 characters.
To customize your domain:
Enable the I have my own domain toggle bar.
Enter the custom domain. You must include both the subdomain and your website’s domain.
Example: For engage.mautic.com, Campaign Studio will always also
save a subdomain with mautic.net, which is necessary for the database.
After deciding the subdomain that you want to use, you must add a record to your DNS manager. Sign in to your domain name’s host, and create the following record:
Type: CNAME Name: [subdomain] (example would be 'engage') Points to:
mautic.net, eu.mautic.net for instances created with Campaign Studio
EU location, or apj.mautic.net for Campaign Studio APJ users.
Once you’ve added the record, sign in to your Campaign Studio instance using the custom domain. DNS propagation affects the availability of the custom domain. While it’s possible to change the subdomain after you’ve started using Campaign Studio, Acquia recommends setting it up at instance creation.
Important
Once you create a custom domain, Campaign Factory allows you to validate the domain. To do so, select the (Re)Validate Custom Domain option that appears on the Instance Overview page. However, note that this option doesn’t appear if you don’t create a custom domain.
Template: Campaign Factory customers can enable instance templating. If you have created at least one template, you can select the template to create the new instance. For more information, see Creating a template instance.
Link to Template: This checkbox appears on the page after you select a template. You can select this checkbox to enable template inheritance. Template inheritance helps you to create new instances that are linked to a template instance. You cannot edit the resources, such as campaigns, segments, and emails, that are inherited from the template instance.
Once an instance is linked, all resources in the template are locked in the instance and you’ll see a lock icon next to them. However, you can still clone the locked resources.
When someone makes changes to the template, you can sync the resources from the template overview. You can sync the resources one at a time or sync all changes. If you sync a campaign, all dependent resources, such as emails, forms, and segments used in the campaign, are also synced. You’ll be shown a list of all instances where the changes will be synced.
Important
The option for linking the instance is displayed only for the templates that are created after April 26, 2021.
Tags: Like Account tags, instance tags help Campaign Factory customers to search instances that meet certain criteria.
Monthly Email Limit: As a standard practice, Acquia recommends setting the limit to 5x the contact limit. If you expect to send more emails than that, work with your Customer Success Manager to find an appropriate number.
Click Save.
A template instance parent is used for creating child instances that inherit the resources/entities created in the template instance.
Instances created using a template contain the resources of the parent template instance. However, the child instance only shows the activities for resource modification that are done on the instance. Past activity of creation and other modification stays at the parent template level. Stats for emails, landing pages, form submissions, and assets are reset for the new instance.
Note
Templates are not counted towards your instance limit total.
Click the Gear icon on the top right of the screen, and select Templates.
Campaign Factory redirects you to the Instance Templates landing page.
Click Create.
Enter the following information to create the template:
Name: A basic title for the template, which appears on your template lists and the Template details page.
Account: The Campaign Factory account to which you want to attach the template.
Location: Campaign Studio has data centers in the US, EU, and APJ. A user can create a template in any location from the same Campaign Factory login, and can have templates in one or more data centers. Not all subscribers will see the options for all locations. If you don’t see the option, contact Acquia Support.
IP Pool: Select the IP pool that this instance must use for sending emails. Each instance must be assigned exactly one IP pool for email sending.
For users who do not have their own dedicated IP pool:
If you see only one option, it is the default IP pool that is assigned to your organization and is shared with other Campaign Studio customers. You must select that IP pool.
For users who have their own dedicated IP pool:
The Acquia team attaches your dedicated IP pools for configuration during account provisioning. Select one or more IP pools that the account can use for sending emails.
Tags: Like Account tags, instance tags help Campaign Factory customers to search instances that meet certain criteria.
Note
If you create an instance from a template that already contains existing forms, you must rebuild the cache for all forms in the instance after creating the new instance’s custom domain.
To see summary information about an instance, select the instance name from either the main Instances list or from the Instances section of an Account page.
Note
With the Golden Template feature, you can create an instance where a child instance acquires all properties and behaviours of the parent template instance and also keeps in sync with the parent template.
To get Golden Template enabled, contact your Customer Success Managers or contact Acquia Support.
For more information, see Golden Template feature.
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