---
title: Quick Setup Guide
slug: campaign/docs/quick-setup-guide
docTags: 
createdAt: 2026-07-20T15:44:48.966Z
---

## Account Activation

1. **Activate Your Account:** After your Campaign user account is created, you'll receive an activation email. Use this to set your password and PIN.
2. **Confirm Your Email:** You'll then receive a confirmation email. Please confirm your email address to finalize the activation.
3. **Access Campaign:** Once confirmed, you can access Campaign at [www.campaign.episerver.net](https://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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/QKymw6Cuq8_Ag7zqFc1c7-20260720-145132.png)

:::hint{type="info"}
**Note**

To quickly learn the basics of the user interface, take our [interactive click tutorial of the user interface](https://capture.navattic.com/cm66fmpkz000003l11jqkbant?g=cm66fmpme00re03l12et4euen\&s=0).
:::

## Domain Delegation

To begin using Campaign, you'll need to delegate your sending domain. This can be done through self-service:

1. **Navigate to Domains:** Go to *Administration > Domains* in the menu bar.
2. **Delegate Your Domain:** Add your domain and sub-domain, ensuring it meets the delegation requirements. For detailed instructions, see [Setting up a Domain](https://capture.navattic.com/cm66fmpkz000003l11jqkbant?g=cm66fmpme00rl03l1bbw1etcl\&s=0).
3. **Recipient List Check (RLC):** Please note that sending messages and activating campaigns requires a successful RLC, which is typically completed during client setup.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/psm_ftmDFxk1ML9MNpVm9-20260720-145132.png)

:::hint{type="info"}
**Note**

For a step-by-step walkthrough, use our [interactive tutorial about domain delegation](https://capture.navattic.com/cm66fmpkz000003l11jqkbant?g=cm66fmpme00rl03l1bbw1etcl\&s=0). 
:::

## User accounts

Next, you'll likely want to set up user accounts for your team:

1. **Navigate to Users:** Go to *Administration > Users* in the menu.
2. **User Account Setup:** The user accounts you create will follow the same activation and confirmation process as your own.
3. **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 [campaignsupport@optimizely.com](mailto\:campaignsupport@optimizely.com), providing the client(s) the API user needs access to, as well as a dedicated email address for the API user account.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/megaPnaaxdFb7fe_pVAwg-20260720-145132.png)

:::hint{type="info"}
**Note**

For a step-by-step walkthrough, use our [interactive tutorial for user management](https://capture.navattic.com/cm66fmpkz000003l11jqkbant?g=cma2iwyib000004jl5ues13gf\&s=0).  
:::

## Recipient lists

Manage your recipient lists to effectively target your campaigns:

1. **Access Recipient Lists:** Go to *Recipients > Recipient Lists* to manage your lists.
2. **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.
3. **Default Recipient Lists:** Typically, the Optimizely support team creates at least two recipient lists during client setup, including a test list.
4. **List Types:** Note the difference between regular lists and transactional lists, as they serve different purposes.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/wmxGTRTVr4JyijTzIWVmi-20260720-145132.png)

:::hint{type="info"}
**Note**

For a step-by-step walkthrough, use our [interactive tutorial for managing recipient lists](https://capture.navattic.com/cm66fmpkz000003l11jqkbant?g=cm9u2jxv2000304jr7qex26np\&s=0).
:::

## Authorization Codes for API Use

If you plan to use the API with Campaign, you'll need the authorization code for each recipient list:

1. **Access API Overview:** Go to *Administration > API Overview*.
2. **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:

1. **Access Opt-In Processes:** Go to *Campaigns > Opt-in Processes*. Here, you can create, edit, and manage your opt-in processes.
2. **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.
3. **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.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/86Z1Z4MTBUkhkVeWZN-q7-20260720-145132.png)

:::hint{type="info"}
**Note**

For a step-by-step walkthrough, use our [interactive tutorial about Opt-in processes](https://capture.navattic.com/cm66fmpkz000003l11jqkbant?g=cm66fmpme00rc03l1ceua4oib\&s=0). 
:::