Set Up Your Account

Learning Objectives

After completing this unit, you’ll be able to:

  • Identify your Marketing Cloud account member identification code (MID).
  • Complete company settings for your account.
  • Configure security settings.
  • Explain the importance of data protection and privacy.

Introduction

You got a new Marketing Cloud account and you’re super excited to get started! But where do you start? Don’t worry—we’ve got you covered. We’re going to walk you through the most important information you need to start administering your new Marketing Cloud account. 

First, in case you need a refresher on what you can do with Marketing Cloud, take a quick look at this demo.

In this module, we assume you are a Marketing Cloud administrator with the proper permissions to set up your new Marketing Cloud account, manage users, business units, and default settings. If you’re not an administrator for Marketing Cloud, that’s OK. Follow along to learn how your administrator would set up your company’s Marketing Cloud account.

Note

Note

We identify the people you send messages to from your Marketing Cloud account as subscribers. We say subscribers because they subscribe, or opt-in, to receive communications from your company.

Getting to Know You

Marketing Cloud is an any-size business solution. Whether your company is a team of 10 or a team of 10,000 in 10 countries, you can use Marketing Cloud in a way that fits your company’s needs. Marketing Cloud is currently available in Basic, Pro, Corporate, or Enterprise. It’s important to know what edition you purchased so that you understand what products and features are included in your account. If you’re not sure what edition you purchased, talk to your Marketing Cloud account representative. Just know that we discuss features in this module, such as business units, that may not be included in your Marketing Cloud edition. That said, for the most part, this content is applicable to all Marketing Cloud editions. Ask your Marketing Cloud account representative about any features you’re interested in adding.

Now that that’s out of the way, let’s take a look at how Marketing Cloud accounts are structured and identified.

Tenants

The Marketing Cloud edition your company purchased dictates the type of tenant you’re working with. You’ll encounter the term tenant when reviewing Marketing Cloud documentation, and it helps to understand how your account is structured.

Tenant Type Description
Enterprise 2.0 A tenant is the top-level account and includes all associated business units.
Enterprise 1.0 A tenant is the top-level account and includes all associated On-Your-Behalf or Lock & Publish business units.
Core A tenant is a single account.
Agency Each top-level account and each associated client account is a separate tenant.

Account Name and MIDs

Your initial account name is set at the time your Marketing Cloud account is provisioned for you. A unique member identification code, or MID, is assigned to every account (whether it’s Core, Enterprise, or Agency) and any associated child accounts. The MID value identifies that entity. So, depending on your Marketing Cloud edition, tenants can include single or multiple MIDs. 

  • An Enterprise 2.0 tenant includes multiple MIDs for Enterprise-edition accounts.
  • An Enterprise tenant includes multiple MIDs.
  • A Core tenant includes a single top-level account with one MID.
  • An Agency tenant includes only the top-level account. Each associated client account unit is a separate tenant.
Note

Note

In this module, we assume you’re working at the top-level account for your company.

There are a few ways to locate the Account Name and MID after you log in to Marketing Cloud (using your credentials at https://mc.exacttarget.com).

Option 1: Your account name is located immediately to the left of your username in the top corner of the Marketing Cloud interface. Hover over your account name to see the MID.

The menu displayed under the account name with the MID highlighted.

Option 2: Under your username, navigate to Setup. Use Quick Find to navigate to Account Settings. You can find the Account Name and MID listed as the Account ID.

The Account Settings interface with the Account ID field highlighted.

Marketing Cloud Instance

There’s one more piece to understand for identifying your Marketing Cloud account—your Marketing Cloud instance. Knowing your instance is necessary to configure the Web Collect URL, SOAP Web Services API, and more. It also helps you monitor any performance concerns on the Salesforce Trust site and use the release schedule to predict when new features are released to your account. For now, it’s important to learn your Marketing Cloud instance so you can reference it in the future.

  1. Copy the MID value that you just located in your Marketing Cloud account.
  2. In a separate browser tab or window, navigate to https://trust.salesforce.com.
  3. Click Status for status.salesforce.com.
    A mouse clicking the Status button in the status.salesforce.com section of the page.
  4. To search for incidents related to your MID, enter the copied MID value.

The Status page of the Salesforce Trust site.

The site returns your Marketing Cloud instance. You can visit the site any time to get your instance information and check on Marketing Cloud performance information. Take the Marketing Cloud Trust Site Trailhead module to learn more.

IP Allowlist

After you get your Marketing Cloud instance, use that information to determine what IP addresses you need to allowlist. The recommended best practice is to allowlist the entire set of IP ranges for your region. This practice ensures that Salesforce login pools can process your end users’ login authentication when accessing Salesforce anywhere and avoids any unintended service disruptions due to movement between primary and secondary instances. Learn more about IP Addresses for Inclusion on Allowlists in Marketing Cloud and get the complete list of IP addresses on Salesforce Help.

Account Settings

Now that you know a bit about your Marketing Cloud account, it’s time to configure some default settings. Let’s start with some basic settings that are applied to all the users of your Marketing Cloud account, including any users you add in the future. 

To get started, log in to Marketing Cloud and navigate to Setup (hint: you can find the link under your username).

The Marketing Cloud Settings menu with a mouse pointer on Setup.

We spend all of our time for this module in the Marketing Cloud Setup app so keep the page open in your browser to follow along.

The Setup Home interface in Marketing Cloud.

Company Info

First, let’s complete some basic information about your company.

  1. In Marketing Cloud Setup, click Company Settings.
  2. Click Account Settings.
  3. Click Edit.
  4. In Company Information, update these fields as needed:
    1. Company Name
    2. Street
    3. City
    4. State
    5. Zip/Postal Code
    6. Country
  5. In General Settings, select a Time Zone and Date Format that are the default settings for all of your users. Don’t worry, individual users can change these for their own account.

Let’s stay on this page for a moment. In General Settings, there are fields for Email Display Name and Email Reply Address. These settings are used as the defaults for email sends from your Marketing Cloud account. Marketing Cloud users with appropriate permission can set up additional names and email addresses to select for Marketing Cloud sends. It’s important to choose these defaults carefully in case they are used for email sends to your subscribers.

Account Settings page showing the General Settings section with a circle around the Email Display Name and Email Reply Address fields.

After you set the Email Display Name and Email Reply Address, click Verify to send a test message to that email address and verify that the domain is valid. You can learn more about Domain Verification on Help or in the Email Studio Basics Trailhead module.

Save your changes.

Headers and Footers

Headers and Footers are the last information to complete on General Settings page for your initial setup. Marketing Cloud can automatically add text and images to the beginning and end of your email messages that ensures compliance with CAN-SPAM regulations. Let’s customize how those headers and footers appear by default at your account level. Later, your users can also create send classifications in Email Studio to customize the content for their emails.

  1. In Account Settings, click Edit.
  2. In the Headers and Footers section, select a setting for HTML and Text Headers, and HTML and Text Footers. You can use the system generated defaults to comply with CAN-SPAM act, customize your own, or select None to remove any defaults.

The HTML version of the Header and Footer is used for HTML emails, whereas the Text version is used for non-HTML text-based versions of emails. 

Hover your mouse cursor over Preview to preview a custom header or footer.

The Headers and Footer settings section with the mouse cursor on Preview and a preview window displaying.

Save your Settings.

Check out Headers and Footers in Email Messages for Marketing Cloud on Salesforce Help for more information about legally required information, customizing these sections, and getting additional settings enabled in your account. You can also learn more about Send Classifications.

Security Settings

Marketing Cloud includes several settings to help you keep your account secure. In Marketing Cloud Setup, use Quick Find to navigate to Security Settings. There are several settings you can manage for all users of your Marketing Cloud tenant, including session timeout, requiring a secure connection, expiration for logging in, and much more. To get started, here are some best practices we recommend for your security settings:.

Field Recommended Setting
Session Timeout 20 minutes
Login Expires After Inactivity 90 days or less
Invalid Logins Before Lockout 3
Count Invalid Logins Across Sessions Yes
Minimum Username Length 8 characters
Minimum Password Length 8 characters or more
Enforce Password History 8 passwords remembered
User Passwords Expire In 90 days
Send Password Change Confirmation Email Enable
Enable Audit Logging Data Collection Enable

You can also secure your Marketing Cloud tenant using Multi-Factor Authentication (MFA). This feature requires users to log in with their username, password, and another verification method they can register for themselves, including:.

Review the complete list of Marketing Cloud Security Settings and best practices on Salesforce Help.

Privacy and Data Protection Law

Before you start using Marketing Cloud, we highly recommend you take the Learn Privacy and Data Protection Law trail. If your business collects, stores, or uses personal information for European or US citizens, it is critical that you understand the impact European Union and US privacy laws can have on your business.

Now your initial setup is complete. In the next unit we take a look at how to set up and manage users in your Marketing Cloud account.

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