Quick Setup Guide
Account Activation
- Activate Your Account: After your Campaign user account is created, you'll receive an activation email. Use this to set your password and PIN.
- Confirm Your Email: You'll then receive a confirmation email. Please confirm your email address to finalize the activation.
- Access Campaign: Once confirmed, you can access Campaign at www.campaign.episerver.net.
User Interface
The initial Campaign screen provides easy access to key information and features.
- Client Selection: The client you're currently working in is displayed in the top right corner. If you have access to multiple clients, simply click the client name to switch.
- Profile Access: You can also access your profile details from the top right corner.
- Feature Menu: The main menu, located on the left side, provides access to all available features. Many menu items expand into sub-menus with additional options.
Note
To quickly learn the basics of the user interface, take our interactive click tutorial of the user interface.
Domain Delegation
To begin using Campaign, you'll need to delegate your sending domain. This can be done through self-service:
- Navigate to Domains: Go to Administration > Domains in the menu bar.
- Delegate Your Domain: Add your domain and sub-domain, ensuring it meets the delegation requirements. For detailed instructions, see Setting up a Domain.
- Recipient List Check (RLC): Please note that sending messages and activating campaigns requires a successful RLC, which is typically completed during client setup.
Note
For a step-by-step walkthrough, use our interactive tutorial about domain delegation.
User accounts
Next, you'll likely want to set up user accounts for your team:
- Navigate to Users: Go to Administration > Users in the menu.
- User Account Setup: The user accounts you create will follow the same activation and confirmation process as your own.
- API User Accounts: Please note that API user accounts can only be created through our support team. If you require an API user account, please contact us at [email protected], providing the client(s) the API user needs access to, as well as a dedicated email address for the API user account.
Note
For a step-by-step walkthrough, use our interactive tutorial for user management.
Recipient lists
Manage your recipient lists to effectively target your campaigns:
- Access Recipient Lists: Go to Recipients > Recipient Lists to manage your lists.
- Importing Recipient Lists: You can import recipient lists manually or automatically using scheduled jobs. You can also choose to trigger an opt-in process during import.
- Default Recipient Lists: Typically, the Optimizely support team creates at least two recipient lists during client setup, including a test list.
- List Types: Note the difference between regular lists and transactional lists, as they serve different purposes.
Note
For a step-by-step walkthrough, use our interactive tutorial for managing recipient lists.
Authorization Codes for API Use
If you plan to use the API with Campaign, you'll need the authorization code for each recipient list:
- Access API Overview: Go to Administration > API Overview.
- Find Authorization Codes: Select the Recipient Lists tab to find the authorization codes you need.
Opt-In Processes
We recommend creating an opt-in process to ensure you're fulfilling double opt-in requirements:
- Access Opt-In Processes: Go to Campaigns > Opt-in Processes. Here, you can create, edit, and manage your opt-in processes.
- Opt-In Process ID: If you're establishing API calls to trigger an opt-in process, you'll need its ID, which is available on this page.
- Opt-In Message Draft: When you create an opt-in process, an empty opt-in message draft is automatically created. You can easily edit this message draft from the same page.
Note
For a step-by-step walkthrough, use our interactive tutorial about Opt-in processes.