Administrator Guide (Marketing)

Set up and get started

  • Readme
  • First time setup
  • First time setup FAQ and troubleshooting
  • Keep Marketing up to date
  • Open the administration settings
  • Find your way around
  • Best practices for email marketing
  • How Marketing uses cookies
  • Work with data

  • Manage sample data
  • Import data
  • Export data or templates
  • Manage duplicate detection
  • Manage Excel templates
  • Manage Word templates
  • Work with users and teams

  • Manage users
  • Manage teams
  • Configure Marketing features

  • Configure marketing pages
  • Set default data sources for email previews
  • Choose entities for Customer Insights sync
  • Set up events and webinars
  • Manage quotas