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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.