---
title: "Checklist for Settings"
date: "2024-02-14T06:18:38+00:00"
summary: "Streamline your Campaign Studio setup with our comprehensive checklist. Configure users, global settings, plugins, APIs, custom fields, and more for optimal marketing performance."
image:
type: "page"
url: "/campaign-studio/checklist-settings"
id: "c655bb69-ae72-40ad-a496-171ebb290830"
---

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](/campaign-studio/settings/users)

2

[Configure the global settings for your instance](/campaign-studio/settings/configurations)

3

[Configure the plugins](/campaign-studio/settings/plugins) that you require for your marketing practices

4

[Configure the APIs](/campaign-studio/settings/api-credentials) that you require for your marketing practices

5

[Create custom fields](/campaign-studio/settings/custom-fields) for the key data points relevant to your company’s market practices

6

[Create custom objects](/campaign-studio/settings/custom-objects) that you require for your marketing practices

7

[Create roles with permissions and restrictions](/campaign-studio/settings/roles)

8

[Create users who must work in your instance, and assign them a role](/campaign-studio/settings/users)

9

Configure the following settings based on your requirements:

*   [Themes](/campaign-studio/settings/themes)
*   [Categories](/campaign-studio/settings/categories)
*   [Webhooks](/campaign-studio/settings/webhooks)
*   [Builder Presets](/campaign-studio/builder-presets "Builder Presets")
*   [Global Tokens](/campaign-studio/settings/global-tokens)

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.