Use the following checklist to configure the settings for your Campaign Studio instance:
| S.No. | Task |
|---|---|
| 1 | Create users with the administrator or similar level of permissions |
| 2 | Configure the global settings for your instance |
| 3 | Configure the plugins that you require for your marketing practices |
| 4 | Configure the APIs that you require for your marketing practices |
| 5 | Create custom fields for the key data points relevant to your company’s market practices |
| 6 | Create custom objects that you require for your marketing practices |
| 7 | Create roles with permissions and restrictions |
| 8 | Create users who must work in your instance, and assign them a role |
| 9 | Configure the following settings based on your requirements: |
Note
Custom fields and custom objects must be created prior to importing companies and contacts. Markets and developers should work together to create the necessary data points.