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Get Started with Email Studio
Welcome to Email Studio! We’re so glad you’re here. Onboarding to Email Studio can be intimidating, even for the most experienced Trailblazers. This guide helps you navigate the setup process and make sure that you don’t miss a thing.
- Get Access to Marketing Cloud Engagement
On the date that your contract activates, you receive a welcome email containing login instructions. - Configure Account and Security Settings
Configure your account with the Setup Assistant for Marketing Cloud Engagement. - Configure Users and Roles in Marketing Cloud Engagement
Configure roles, permissions, and users for your Engagement account. - Configure Domain and IP Settings with Sender Authentication Package (SAP)
Customize your account branding using Sender Authentication Package (SAP), a Marketing Cloud tool. - Secure Your Domain with SSL
The Secure Sockets Layer (SSL) protocol certificate protects your customers and gives them confidence when interacting with your content. If you purchased the SSL Certificate SKU, use one certificate per domain to secure your links, images, email content, and CloudPages. - Import Subscribers and Other Data
You can import a subscriber list or other data into Marketing Cloud Engagement. - Create Content in Marketing Cloud Engagement
After you’ve set up a domain and imported your subscribers, you’re ready to craft some top-notch content in Content Builder and Email Studio. - Send Your First Email
Make sure your emails reach their destinations by adhering to deliverability guidelines. - Develop Your Marketing Strategy
Use these resources to build a compelling email marketing strategy. And don’t forget to check out the Trailblazer Community to find more ideas from other Marketing Cloud Engagement users.
Get Access to Marketing Cloud Engagement
On the date that your contract activates, you receive a welcome email containing login instructions.
If you don’t receive a welcome email:
- Check your spam folder and confirm that the email address marketingcloudonboarding@reply.salesforce.com is allowlisted.
- Check the Tenant Information in your contract. Salesforce sends the welcome email to the External Tenant Owner’s email address.
- If you still can’t find the email, contact your account executive for help.
Configure Account and Security Settings
Configure your account with the Setup Assistant for Marketing Cloud Engagement.
Configure Users and Roles in Marketing Cloud Engagement
Configure roles, permissions, and users for your Engagement account.
Configure Domain and IP Settings with Sender Authentication Package (SAP)
Customize your account branding using Sender Authentication Package (SAP), a Marketing Cloud tool.
SAP features include:
- Custom account branding
- Private domain for email sending
- Custom domain for CloudPages
- Dedicated IP address
- Reply mail management
If you purchased SAP, you receive an email from mc-deliverability@mcld.salesforce.com 1–2 days after your contract activates. This email contains the Sender Authentication Package (SAP) Quick Start Guide and an individualized form to set up your SAP.
Follow the instructions in the Quick Start Guide to complete these tasks:
- Choose a unique domain or subdomain name
- Decide whether to delegate or self-host
- Decide how to manage replies
- Review tips for successful sending
After you complete the tasks in the Quick Start Guide, complete your unique SAP form from the email. Watch these videos if you need more help.
Secure Your Domain with SSL
The Secure Sockets Layer (SSL) protocol certificate protects your customers and gives them confidence when interacting with your content. If you purchased the SSL Certificate SKU, use one certificate per domain to secure your links, images, email content, and CloudPages.
Import Subscribers and Other Data
You can import a subscriber list or other data into Marketing Cloud Engagement.
To import data from a third-party source or your own internal data warehouse use either Automation Studio or Marketing Cloud Engagement APIs. To import data from Sales Cloud, Service Cloud, or an Industry Cloud, use Marketing Cloud Connect. For more information on data management and import, check out these links.
Data Management and Automation
Importing Data from Sales Cloud, Service Cloud, or an Industry Cloud
Create Content in Marketing Cloud Engagement
After you’ve set up a domain and imported your subscribers, you’re ready to craft some top-notch content in Content Builder and Email Studio.
- Create your email. Be sure to incorporate your branding and personalize the content. For more information, see Trailhead: Create, Test, and Send an Email with Marketing Cloud Engagement.
- Preview and test your email. Check your images and links. Confirm that the unsubscribe link works.
Send Your First Email
Make sure your emails reach their destinations by adhering to deliverability guidelines.
- Because your new IP address has never sent email before, you must warm your IP address to keep your emails from getting blocked or sent to spam. Start sending email gradually to build volume over time. See IP Address Warming for Email Studio.
- Review Email Deliverability Best Practices for Email Studio.
