Learn about Email Studio Setup
After completing this unit, you’ll be able to:
- Access the Setup menu.
- Describe the difference between a permission and a role.
- Provide Email Studio access to a user.
- Recall legal compliance standards related to email sending.
- Configure general account settings, including adding a physical address.
- Authenticate your email domain.
OK, ready to dive into Setup? This is where you, awesome admin, set up and configure components so that marketers can start creating and sending email campaigns.
To access the Setup page from any Marketing Cloud app:
- Hover over your username.
- Click Setup.
The Setup page is organized into (1) Administration, (2) Platform Tools, and (3) Settings. From the home screen you can also checkout Setup Assistant, access basic system stats about your account, and connect to Trailhead.
At a minimum, you or your administrator (if that’s not you) will want to configure the following components.
(1) Administration > Users
- Users: Create and disable users for the account.
(2) Platform Tools > Feature Settings
- 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: 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): In Marketing Cloud, 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
- 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: Enter the physical address of your company. This is required to ensure CAN-SPAM compliance (we talk more about that later on in this unit).
- 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: Automatically 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: 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 (at least from a user’s perspective): giving users access to Email Studio. There are two ways to do this.
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, and 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.
- Navigate to Setup and Administration.
- Click Users.
- Enter information for the new user.
- Reply Email and verification
- Add to From Name Dropdown
- Notification Email
- External Key (optional)
- Time Zone
- Culture Code
- API access privileges (if yes, check API User)
- Temporary Password and verification
- Click Save.
Next, let’s apply several default roles that not only give your user access to Email Studio but also are great default roles to assign any digital marketing manager.
- From the Users screen, check the empty box next to the user.
- Click Manage Roles.
- Under Roles, click Edit Roles.
- Select Content Creator, Data Manager, and Marketing Cloud Editor/Publisher.
- Click Save.
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.
On the Setup page under Settings and Company Settings:
- Click Account Settings and Edit.
- Under General Settings, enter the email address in Email Reply Address.
- 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 then have up to 48 hours to click Verify.
- The status button displays [Verified] when the process is complete
Easy enough, right? 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 (which you learn more about later).
What About CAN-SPAM Compliance?
On the subject of spam, email marketers also need to take several steps to stay compliant with CAN-SPAM. You can learn about the CAN-SPAM Act and guidelines in the Follow Legal Compliance Guidelines unit of the Email Marketing Strategies module.
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. Where does it pull this address from? Yep, you guessed it: Account Settings. Here’s how to ensure your account includes the correct address.
- Click Account Settings under Setup, Settings, and then Company Settings.
- Click Edit.
- Under Company Information, update your physical address as desired.
- Click Save.
Throughout this unit, you’ve taken several necessary steps to get up and sending. Great job!