For each and every platform, there are many configurations that help us to set up our account as we want. With these configurations we can make changes in the standard settings, setting up the timezone, assign roles, password policies, etc.
In this blog, we are focussing on the settings which Marketing Cloud provides us and what their functionality is. We have lots of settings in the Marketing Cloud, many of them are visible on the UI and can be configured at the user level and many others are there which can only be configured by the Marketing Cloud Support backend.
There are two ways we can navigate to the settings in Marketing Cloud:
- Via Email Studio > Admin
- By clicking on Setup under Name drop-down on the top right corner
Admin setting in Marketing Cloud is divided mainly into three parts:
- Account Settings
- Data management
- Send Management
Don't forget to check out: Salesforce Marketing Cloud Connect: View Full Resolution Emails in Sales or Service Cloud
Account settings consist of the main setting which we need for the account setup. Below are the settings that we can configure in this section:
- We can edit our company information, standard header footer, account name and timezone, and date format here. It also has the active subscription details for the account.
- In security settings, we can configure session settings, Username, and Logins, password policies, SSO and connection securities, etc.
- The creation of users also comes under Account Settings. We can create the users, disable them, manage their assigned roles and business units, and reset the passwords here.
- Creating/editing of the business units can be configured here as well.
- Roles tell us what type of permission or access a user can have. We can also manage roles in the account settings.
- From Address Management and Reply Mail Management where we can define our verified email address and domains which will be used to send/receive emails lies under Account settings.
- Integration with the sales cloud can be controlled in Account Settings.
FTP locations and management come under the data management section in the settings. We can create our FTP location and use the same in import/export activities in Marketing Cloud.
Safehouse locations of Marketing Cloud also exist in the data management section.
Sender profiles, delivery profiles, send classifications, Subject/Preheader validations settings come under the Send Management section.
- Sender profiles tell the receiver know from where he/she has received the email. Sender profiles have the From Name and Email values in them.
- Delivery profiles control the delivery of the emails associating with the send to a specific or default IP.
- Send classification is the combination of Sender Profile and Delivery Profile with the transactional and commercial type choice in compliance with CAN-SPAM.
- One can also define validation for Subject/Preheader, which means what should not be included in the Subject/Preheader of the template.
Check out another amazing blog by Udit here: Custom Unsubscribe Cloud Page in Salesforce Marketing Cloud
The above settings are the ones that can be managed at the user level and are visible at the UI level, below are few settings that are not visible at the UI level and can only be managed or configured by Salesforce Support’s end:
- Custom IPs: If you want to have different IPs for the sends apart from the Account Default IP provided by Marketing Cloud. You need to reach out to Support to have the IP package purchased and get them associated with the delivery profiles.
- SAP(Sender Authentication Package) and Private domains: Private Domains allow us to send mail from an authenticated domain (including SPF, Sender ID, Domain Keys and DKIM).
Private domain needs to be purchased separately.
SAP provides a collection of products that help to deliver the emails right to the inbox of intended users/subscribers. SAP comes along with the following products:
- Private Domain
- Account Branding
- Dedicated IP address
- Reply Mail Management
SAP and private domains can’t be enabled at the user end. Marketing Cloud Support can do the configuration at the backend for the account.
3. Custom List Detective: CLD is the feature that Restricts or Allows sending to the defined domains and needs to be enabled from the Support’s end.
Custom List Detective is always enabled at Enterprise Level. Once enabled; all custom ‘Allow’ or 'Deny' entries will filter down to all current and future business units in the Enterprise.