Quick Setup Guide For Email Studio

Configure your Marketing Cloud  using the below Quick Setup Guide and make your instance ready to Target Campaigns and Journeys.

Marketing Cloud Setup provides a centralized location to view and manage details about your Marketing Cloud account. 

So let's dive into Setup? This is where you can  set up and configure components so that marketers can start creating and sending email campaigns. 

• How To Access Setup ?

To access the Setup page from any Marketing Cloud app:

1. Hover over your username.
2. Click Setup.

The Setup page is organized into (1) Administration, (2) Platform Tools, and (3) Settings. 

As an administrator you will want to configure the following components.  

(1) Administration > Users

Users: Which will involve create of a new user  or  disable existing users from your account.

(2) Platform Tools > Feature Settings

Email Studio:

From Address Management: 

When you use From Address Management in Marketing Cloud Email Studio, an admin can add a single From address and import multiple From addresses to use in email sends. Importing multiple addresses is ideal for accounts that use AMPscript in Sender Profiles to create dynamic From addresses in email sends. Only import addresses that you plan to use as From addresses in email sends.

Send Classifications: 

Send Classifications helps you define parameters for an email job in a central location and reuse those parameters for multiple email send definitions. This includes a sender profile, delivery profile, and CAN-SPAM classification.

Reply Mail Management (RMM):

RMM is a function that manages replies to the email jobs you send. RMM can process the reply automatically, if appropriate, or forward the message if it requires personal review. You can perform parts of the configuration in the Marketing Cloud application interface. Other parts require help from your Internet service provider (ISP).

URL Expiration: 

Configure when, at a minimum, email links tracked by Marketing Cloud expire and where expired links redirect to when clicked.

(3) Settings > Company Settings

Account Settings:

Timezone and Date Format: 

Set your timezone and culture code preferences so you view time-related data in your time zone and culture, rather than the default CST and en-US.

Physical Address: 

You will need to enter the physical address of your company. This is required to ensure CAN-SPAM compliance.

Authenticated Domains:

Confirm that your purchased Sender Authentication Package and additional Private Domains are displayed, as they are automatically verified as sendable domains and display as authenticated domains.

Headers and Footers: 

This option helps you  add text and images to the beginning and end of your email messages to ensure compliance with CAN-SPAM regulations. Set this information as part of the send classification, or customize how these headers and footers appear at an account level.

(4) Settings > Security

Security Settings: 

This settings helps you define parameters for session timeout, username and password conventions, and lockout logic. These features help improve the overall security of your account.

Manage Permissions and Roles

Now for your most important task is giving users access to Email Studio. 

There are two ways to do this.

Roles

Permissions

Permissions control a user’s access to various Marketing Cloud applications. You set these at the application level. 

So, for example, if your creative team is completely separate from your email sending team, you can give a user access to Email Studio and Content Builder but not to Contact Builder.

With permissions, your choices are:

Allow: The user has access to an application or functionality.

Deny: The user does not have access to an application or functionality.

Not Set: This is treated the same as Deny (the user does not have access to an application or functionality).

Roles, on the other hand, are a set of either predefined or custom permissions. You can apply roles to a user or a business unit, and depending on the variety of work a user performs, you might need to apply both roles and permissions.

 Marketing Cloud comes with several default user roles including: 

Administrator,

Analyst,

Content Creator,

Data Manager, 

Distributed Sending User,

Marketing Cloud Administrator, 

Marketing Cloud Channel Manager,

Marketing Cloud Content Editor/Publisher, 

Marketing Cloud Security Administrator,

Marketing Cloud Viewer.

You can also create custom roles.

Here’s how to provide Email Studio access to a user by applying roles.

Let’s first create a user.

1. Navigate to Setup and Administration.
2. Click Users.
3. Click Create.

    4.Next step involves entering information for the new user to be created.

• Name
• Reply Email and verification
• Add to From Name Drop-down
• Notification Email
• External Key (optional)
• Username
• Time Zone
• Culture Code
• API access privileges (if yes, check API User)
• Temporary Password and verification.

    5.Click Save.

Now as the your User is ready let’s apply several default roles that not only give your user access to Email Studio.

From the Users screen, check the empty box next to the user.

1. Click Manage Roles.
2. Under Roles, click Edit Roles.
3. Select The Roles you wish to assign the user.
4. Click Save. 

(5) Domain Verification, or How to Avoid Spam Filters

Major ISPs and corporate spam filters check for domain verification when deciding whether to allow emails into a subscriber’s inbox. This is their way of ensuring you are who you say you are, and therefore, whether you can receive emails (also called "deliverability"). 

There are a few ways to achieve verification on your end. You can purchase a Sender Authentication Package (SAP) or a Private Domain, and once it’s set up, Marketing Cloud automatically authenticates the Email Reply Address (or Account Default) during provisioning.

Or, if you don’t purchase a SAP or Private Domain, you must verify any unauthenticated domains before sending. 

Here’s how.

1. On the Setup page under Settings and Company Settings: 
2. Click Account Settings and Edit.
3. Under General Settings, enter the email address in Email Reply Address.
4. Click Verify.

If you use an authenticated domain (SAP or Private Domain), the status button changes to verified immediately. Click Save.

If the domains do not match, you are prompted to send a verification email to the address you entered.

Once you send a verification email, the status button changes to [Pending].

****You have up to 48 hours to click Verify.

The status button displays [Verified] when the process is complete.

Just remember, you cannot send emails from email addresses with the status (verify, pending, or not verified), and any unverified or pending domains will not show up in the From options of your Send Flow .

(6) What About CAN-SPAM Compliance?

Every email marketers  need to take several steps to stay compliant with CAN-SPAM. 

One of the CAN-SPAM guidelines requires that you include a physical mailing address somewhere in your email. Luckily, Marketing Cloud makes that easy by building it into the process. Before your team sends an email, Marketing Cloud checks for a physical mailing address. 

Here’s how to ensure your account includes the correct address.

1. Click Account Settings under Setup, Settings, and then Company Settings.
2. Click Edit.
3. Under Company Information, update your physical address as desired.
4. Click Save.

Quick Tip:

From the home screen you can also checkout Setup Assistant, access basic system stats about your account, and connect to Trailhead.

 

Reference:

Salesforce Help: Admin Setup in Email Studio