Campaign Studio
Checklist for Settings
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: |
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.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
If this content did not answer your questions, try searching or contacting our support team for further assistance.
Campaign Studio