Getting started, selecting the workspace and changing your profile or settings

The Contactlab Marketing Cloud Sign in page    

Starting and using the UI

To start the UI, do the following:

  1. Go to https://login.contactlab.it.
    The Contactlab Marketing Cloud Sign in page displays. 
    Note:

    If you have access to the Marketing Cloud UI, but you attempt to sign in directly to an individual module, a notice displays to redirect you to the Marketing Cloud UI Sign in page.
  2. Select the appropriate the appropriate language, enter your Username and Password, and click SIGN IN.
    If you successfully sign in, you are then redirected to the Marketing Cloud UI.
    Note:
    The first time you start the Marketing Cloud, or if there is no information available from the previous session, the Select your preferred options window displays.

The Select your preferred options window

      1. Complete the the appropriate Company, Workspace and Node from the drop-down lists.
      2. When you are finished, click Apply.
        The Marketing Cloud UI displays.
  1. Select the appropriate section and page link in the Sidebar.
    For example, the Customers > Overview page. The page opens in the Main window.
    See Navigating the Marketing Cloud UI for more about the UI panels and windows.
    Note:
    If you select Send, the module displays in a separate browser tab. However, there is no need to close this tab if you want to work with a different module in the UI’s Main window.
  2. Continue working with the section as usual.
    To access the user guide, click the Options panel > User documentation link.
  3. If you want to change to a different page or section, click the appropriate link in the Sidebar.
    If you navigate to a different section, the Company, Workspace and Node remain the same.
    Note:
    If the information about the last session is available in the browser, then the Marketing Cloud UI automatically opens with the same Company, Workspace and Node as in the last session.

Changing the Company, Workspace and/or Node

To change the Company, Workspace and/or Node at any time, do the following:

  1. Click the Information panel to display the Options panel.
  2. Click Working preferences.
    The Select your preferred options window displays with the current settings.
  3. Change the Company, Workspace and Node as required.
  4. When you are finished, click Apply.
    The Select your preferred options window closes and you are returned to the UI.

Viewing and/or changing your personal details

To view and/or change your personal details, do the following:

  1. Click the Information panel to display the Options panel.
  2. Click Profile.
    The Account Center > Your account page displays in the Main window.

Example of the Account Central Your account page, displayed in the Main window

  1. Edit your details as required.
    When you are finished, click Save.

Viewing and changing the Settings

To view and/or change the settings, do the following:

  1. Click Settings, near the bottom of the Sidebar.
    The Settings options display.

Example of the Settings options

  1. Select the category and edit as required.
    Note:
    Certain settings are only available if you have the appropriate permissions.

The available Settings and configuration categories include:

  • General & Company.
    • Company.
    • Team.
    • Data model.
    • Resources.
  • Customer Hub.
    • Properties.
    • Events.
    • Sources.
    • Hierarchy.
    • Workspace.
    • Users.
    • Retention policy.
  • Segments & Plans.
    • Field settings.
    • Local settings.
    • DND policy.
    • Delete events.

Signing out

To end the current session, do the following:

  • Click the Information panel to display the Options panel.
  • Click Sign out.
    The Marketing Cloud UI closes.