This guide will walk you through the simple steps to get started with Campaign Builder - from creating your account to inviting your marketing agency so they can manage your campaigns.
1. Create Your Campaign Builder Account
Follow these steps to set up your account:
Go to the signup page
Visit https://app.campaignbuilder.io/auth/create-accountEnter your information
Name
Email address
Password
Verify your email
Check your inbox for a verification email and click the confirmation link. Please check you spam folder if you have not received an email.
2. Set Up Your Workspace
Once your account is created:
You’ll automatically enter your workspace. This is named "Primary"
This is where you manage all your ads, catalogs, products, and publishing tools.
If needed, you can customize your workspace settings under Settings → Workspace.
3. Invite Your Agency
If you work with an external agency, you can easily give them access to manage your campaigns.
How to Invite Your Agency
Click your name in left bottom corner. Go to Settings → Workspace Members
Click Invite members
Enter the email of the agency’s content manager
Choose the correct role (most agencies use the role "user")
Click Send Invite
Your agency will receive an email invitation and can join your workspace instantly.
Enter agency email address
Even if your plan shows “1 of 1 workspace members” you can still invite your partner Agency - they don’t count toward your seat limit
4. Managing Agency Access
All invited users will appear in the list, and you can revoke any invitation at any time.
5. Activate a Plan
When you’re ready to start publishing campaigns, you’ll need an active subscription plan. Go to Settings → Plans and choose the plan that best fits your needs. You can upgrade, downgrade, or cancel your plan at any time.
Need Help?
If you have questions or want assistance with onboarding your agency, contact our support team use the in-app chat.