A Campaign Studio instance is where users log in to manage marketing operations such as building emails and campaigns, messages, contacts, and so on. Typically, when a marketer thinks of signing in to a marketing automation platform, they are thinking of signing in to an instance.
All new Campaign Studio instances are initially created in Campaign Factory.
Customers with a subscription to Campaign Factory as an add-on feature of Campaign Studio can create multiple instances. Your Acquia contract includes the specified number of instances you are allowed to create in Campaign Factory.
Enter your credentials and click Sign In.
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.
For Campaign Studio-only customers: If the Account and Location fields do not prepopulate with your details, contact your account manager or create a Support ticket.
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.
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.
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 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 built in the instance, including the preference center pages.
Acquia recommends you to create a custom domain at instance creation. If you do not create a custom domain at this time, you will experience issues with images, links, forms, and your tracking code.
Instance subdomains cannot exceed 63 characters.
To customize your domain:
Enter the custom domain.
You must include both the subdomain and your website’s domain. For example:
After adding the subdomain, add a CNAME record to your DNS manager and validate the domain.
For more information on these steps, see Custom domains.
Link to Template: This checkbox is displayed after selecting an instance template. Select this checkbox to enable template inheritance.
The option to link the child instance is displayed only for the instance templates that are created after April 26, 2021.
Block Email Sending: Prevents the instance from sending emails. This feature can be used by the customer to avoid additional charges if an instance has reached its email sending limit.
The emails sent usage is tracked against the account’s limit and all the instances belonging to the account.
Campaign Factory users cannot disable the Block Email Sending field for an instance if an Acquia administrator has already blocked email sending for the instance due to compliance issues. If an Acquia administrator has blocked email sending for the instance, the Campaign Factory user interface does not display the Block Email Sending field.
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, or to have the instance unblocked if implemented by Acquia, contact your customer success manager.
Click Save.
The system sends a welcome email that contains login credentials to the user who created the instance.
To log in to the new instance from Campaign Factory, click the URL link for the instance located in the Domain column on the Instances page so that you are redirected to the Campaign Studio instance.
Campaign Factory resellers that have Reseller Settings and Provisioning enabled can access the Provisioning tab and define Webhook URL and Token for authenticating the request where Campaign Factory will post Campaign Studio's API credentials. For more information, visit Reseller features.
The Instances page provides the following details about all the instances that you have created.
Customers with a subscription to Campaign Factory as an add-on feature of Campaign Studio can create multiple instances and some of the information on this page only applies to customers with multiple instances.
| Column | Description |
|---|---|
| Instance | The title of the instance. |
| Domain | The subdomain or custom domain for the instance. Click the URL link for the instance to be redirected to the Campaign Studio instance. |
| Tags | The tags associated with the instance. |
| Usage | The contact limit for the account. Anonymous contacts do not count towards the instance limits. To view the usage information about an instance, hover over the respective bar. |
| Block email sending | An icon indicating whether email sending for the instance is enabled or blocked either by the customer or by Acquia administrators.
|
| Actions | The pencil icon to edit the account and the trash can icon to delete the account. |
The Instances page also provides the following options:
This feature is only available for customers with a subscription to Campaign Factory.
To view the details of an instance, do the following:
In the left navigation pane, click Instances.
The system displays the Instances list page.
In the Instance column, click the instance you want to view.
The system displays the Instance Overview page with the following details of the instance:
Delete instance: Permanently deletes the instance.
With the Golden Template feature, you can create an instance where a child instance acquires all properties and behaviors 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 create a Support ticket.
For more information, see Golden Template feature.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
For Campaign Studio-only customers: If the Account and Location fields do not prepopulate with your details, contact your account manager or create a Support ticket.
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.
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.
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 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 built in the instance, including the preference center pages.
Acquia recommends you to create a custom domain at instance creation. If you do not create a custom domain at this time, you will experience issues with images, links, forms, and your tracking code.
Instance subdomains cannot exceed 63 characters.
To customize your domain:
Enter the custom domain.
You must include both the subdomain and your website’s domain. For example:
After adding the subdomain, add a CNAME record to your DNS manager and validate the domain.
For more information on these steps, see Custom domains.
Link to Template: This checkbox is displayed after selecting an instance template. Select this checkbox to enable template inheritance.
The option to link the child instance is displayed only for the instance templates that are created after April 26, 2021.
Block Email Sending: Prevents the instance from sending emails. This feature can be used by the customer to avoid additional charges if an instance has reached its email sending limit.
The emails sent usage is tracked against the account’s limit and all the instances belonging to the account.
Campaign Factory users cannot disable the Block Email Sending field for an instance if an Acquia administrator has already blocked email sending for the instance due to compliance issues. If an Acquia administrator has blocked email sending for the instance, the Campaign Factory user interface does not display the Block Email Sending field.
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, or to have the instance unblocked if implemented by Acquia, contact your customer success manager.
Click Save.
The system sends a welcome email that contains login credentials to the user who created the instance.
To log in to the new instance from Campaign Factory, click the URL link for the instance located in the Domain column on the Instances page so that you are redirected to the Campaign Studio instance.
Campaign Factory resellers that have Reseller Settings and Provisioning enabled can access the Provisioning tab and define Webhook URL and Token for authenticating the request where Campaign Factory will post Campaign Studio's API credentials. For more information, visit Reseller features.
The Instances page provides the following details about all the instances that you have created.
Customers with a subscription to Campaign Factory as an add-on feature of Campaign Studio can create multiple instances and some of the information on this page only applies to customers with multiple instances.
| Column | Description |
|---|---|
| Instance | The title of the instance. |
| Domain | The subdomain or custom domain for the instance. Click the URL link for the instance to be redirected to the Campaign Studio instance. |
| Tags | The tags associated with the instance. |
| Usage | The contact limit for the account. Anonymous contacts do not count towards the instance limits. To view the usage information about an instance, hover over the respective bar. |
| Block email sending | An icon indicating whether email sending for the instance is enabled or blocked either by the customer or by Acquia administrators.
|
| Actions | The pencil icon to edit the account and the trash can icon to delete the account. |
The Instances page also provides the following options:
This feature is only available for customers with a subscription to Campaign Factory.
To view the details of an instance, do the following:
In the left navigation pane, click Instances.
The system displays the Instances list page.
In the Instance column, click the instance you want to view.
The system displays the Instance Overview page with the following details of the instance:
Delete instance: Permanently deletes the instance.
With the Golden Template feature, you can create an instance where a child instance acquires all properties and behaviors 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 create a Support ticket.
For more information, see Golden Template feature.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
After the configurations are completed, users can sign in to the Campaign Studio instance using the custom domain URL.
After the configurations are completed, users can sign in to the Campaign Studio instance using the custom domain URL.