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.

Creating an instance¶

1. To access Campaign Factory, go to maestro.mautic.com.

2. 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.

   

3. 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 create a Support ticket.

4. 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, 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.

     Note

     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.

       Note

       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.

     Note

     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:

     1. Enable the I have my own domain toggle bar.

     2. Enter the custom domain.

        You must include both the subdomain and your website’s domain. For example:

        • Subdomain: subdomain.[eu./apj.]mautic.net
        • Custom domain: customsubdomain.yourdomain.com

     3. 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.

        After the configurations are completed, users can sign in to the Campaign Studio instance using the custom domain URL.

   • Template: Campaign Factory customers can use instance templates to create child instances that inherit resources such as campaigns, segments, and emails from an instance template. The system prevents editing of resources inherited from the instance template. Select the instance template to create a new child instance with inherited resources. For more information, visit Instance Template.

     • Link to Template: This checkbox is displayed after selecting an instance template. Select this checkbox to enable template inheritance. 

       Important

       The option to link the child instance is displayed only for the instance templates that are created after April 26, 2021.

   • Tags: Instance tags are used to group instances together for filtering and can be used in resource copy.

   • 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.

     Important

     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.

5. 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.

Instances page¶

The Instances page provides the following details about all the instances that you have created.

The Instances page also provides the following options:

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

Instance Overview page¶

This feature is only available for customers with a subscription to Campaign Factory.

To view the details of an instance, do the following:

1. To access Campaign Factory, go to maestro.mautic.com.
2. Enter your credentials and click Sign In.

3. In the left navigation pane, click Instances.

   The system displays the Instances list page.

4. 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:

   • Manage Instance:
     • Edit instance: Use this option to edit the configurations for the instance.
     • Branding: Use this option to custom-brand the instance. For more information, see: Custom branding for Campaign Factory.
     • Configuration Options: Use this option to configure the time and date range to pause email communications for the instance. This option is applicable to segment emails, and Send Email to Contacts and Send Marketing Message campaign events.
       • If the date range is configured at an account level with the Override? checkbox selected, the date range configured at the instance level is overridden. For more information, visit Accounts.
       • If the date range is configured at an account level, the system displays the Inherited from Account notification to indicate that the date range is inherited from the account-level configuration.
       • Pause communications date range can also be set in the Campaign Studio instance in Settings > Configurations > Email Settings.
       • To control communications during the paused period, additional pause communications preferences can be configured in the Campaign Studio instance at the individual email level from the Advanced tab.
5. Log in to instance: Takes a user out of Campaign Factory and directly into the Campaign Studio instance. This creates a new user, or signs any new or existing user into the instance.

6. Delete instance: Permanently deletes the instance.

   • Important
   • Acquia cannot restore a deprovisioned instance once it is deleted. Do not delete an instance if you need to retain or access its data.
7. Contacts: Shows the number of Active, Identified (known), Unidentified (anonymous), and Unsubscribed contacts created in the selected time. Use the menu to the right of Contacts, and select a time to see statistics from:
   • Today
   • Last week
   • Last 30 days
   • Last 60 days
   • Last 90 days
8. The Identified contacts graph shows growth over:
   • Today (by hour)
   • Last 7 days (by date)
   • Last 14 days (by date)
   • Last month (by date)
9. Usage: Displays which account the instance is associated with, and the account administrator and the usage graph and contact limit data for the instance.
10. Instance Resources: Lists all potential resource types available for copying to another instance. To copy a resource:
    1. Click the Copy icon next for the resource.
    2. Select the actual item you want to copy and the instance you want to copy it to.
    3. Click Save. Campaign Factory will copy everything associated with the item to the destination instance.
11. Resource Statistics: Click any of the numbers for Contacts added, Page hits, Form submissions, Asset downloads, or the links for Campaigns, Emails, Segments, or Stages to go to the statistics page for the resource type.
12. Team Members: Shows all Campaign Factory users who have access to the instance.