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 | |
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 | |
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.