Creating an account¶

Your Acquia contract includes the specified number of accounts that you are allowed to create in Campaign Factory.

1. To access Campaign Factory, go to maestro.mautic.com.
2. Enter your sign-in information.
3. In the left navigation pane, click Accounts.

4. In the top-right corner, click + New Account.

   The system displays the Create a new Account dialog box.

   

5. Enter the following information about the account:

   • Name: The title for the group of instances that you are 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, and so on. 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 to find certain accounts or instances using the filtered search.

   • Contacts Limit: The sum of the contacts that you want 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, determine how to distribute the contacts.

     Note

     Anonymous contacts do not count towards your account or instance limits.

     If the combined contacts usage for all the instances reaches the contact limit set for the account, contact your customer success manager to revise the limit.

   • Annual Email Limit: The number of emails that you want to send from all the instances under this account.
     • The sum of annual email limits across all the accounts must be less than the total entitlement limit for the customer.

     • The annual email limit cannot be more than the remaining email limit of customers. The emails sent usage is calculated against the account’s limit.

       For example, if the total annual email limit of a customer is 10,000 emails, and the customer has two accounts each with a limit of 4,000 emails, then the remaining email limit of the customer is (Total limit - Account 1 limit - Account 2 limit) = 2,000 emails. If the customer chooses to create a third account, then that account cannot have a limit of more than 2,000 emails.

     • Email notifications are sent to users associated with the account when 80%, 85%, 90%, 95%, and 100% of the limit is reached. After 100% of the limit is reached, instances will still continue to send emails. However, overage charges will apply. To get the email limit increased and know the applicable charges, contact your customer success manager.

   • 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 Acquia account manager. For more information, see Dedicated IP pools.

     • 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.

6. Click Save.

Accounts page¶

The Accounts page provides the following details about all the accounts that you have created:

The Accounts page also provides the following options:

• Search: The search bar to find an account.
• Dropdown: The dropdown containing the following options:
  • Per page Shows the number of accounts on each page.
  • Tags Shows the accounts containing one or more specified tag.

Account Overview page¶

When you click an account on the Accounts page, you see the Account Overview page with the following details about the account:

• Tags associated with the account are shown in the upper left corner.
• 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.
• Click the pencil icon to edit the account.

• Summary: This set of cards displays the growth of the account in:

  • Instances
  • Users
  • Contacts
  • Unsubscribes

  These cards display change over time, selectable by the time period menu:

  • Today
  • Last week
  • Last 30 days
  • Last 60 days
  • Last 90 days
• Identified contacts: A graph for the number of contacts identified over the selected time.
• Accounts: this table displays all users who have access to the instances in the selected account including:
  • User name - Name of the user.
  • Email address - Email address of the user.
  • Role - The role assigned to the user.
  • Last visit - When the user last signed in to Campaign Factory
  • Actions - Click the trash can icon to delete the user from the account.
• Status: The percentile graph and details identify:
  • Total available contacts: The number of contacts provided to the account.
  • Total used contacts: The number of contacts used by the account.
  • Average instance contacts: The average number of identified contacts for each instance.
  • Largest instance contacts: The highest number of identified contacts for an instance.
  • Smallest instance contacts: The smallest by number of identified contacts for an instance.
• 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.
  • Click an Instance name to display the Instance Overview page.
  • Click the Domain to visit the instance and sign in. If you’re logging in for the first time, Campaign Factory creates a user for you.
  • Tags displayS the tags added to the instance for search purposes. Usage is a basic graph to display the percentage of known contacts versus total allowed contacts for the instance.
  • Actions - click the pencil icon to edit the instance or the trash can to delete it. Deleting an instance is permanent.