# Getting Started

## Welcome!

Thanks for choosing EmailX, your one-stop-shop for your email marketing efforts. Once you have a provisioned EmailX instance, username, and password, you are ready to rock and roll! If you don't have these yet please reach out to <support@parameter1.com> and we'd be happy to help.

First off, access your EmailX instance in your browser of choice. While we try to build software with all devices in mind, we only support the latest version of popular browsers -- such as Chrome, Firefox, and Safari -- so make sure you have those auto-updates on!

Your EmailX instance domain will look something like this: `https://[ my account ].email-x.parameter1.com`

![](https://1355143302-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MJm9u1aSit2KgtG8IOV%2F-MK1gV4j3NIMp0qLUOlp%2F-MK1h7PRsubKpfo-rACu%2Fimage.png?alt=media\&token=2b5cfb90-6081-4da4-a575-b5442e8387aa)

{% hint style="info" %}
If you are unable to log in to your EmailX instance, please contact your account administrator. If you are the account administrator, please review our [Regaining account access](https://docs.parameter1.com/email-x/administrative-tasks/regaining-account-access) topic.
{% endhint %}

## Inventory Management

Requests are made to your EmailX instance by including the **Ad Unit Placement** code in your email template. When a request is made to your instance (either by requesting an image using the placement code, or clicking on said image) the underlying delivery algorithm is triggered.

This algorithm uses your Delivery criteria to return an available advertisement, and ensures that clicks and views are correlated together -- in short, the same advertisement will be counted for both a click and a view, regardless of the order in which they happen.

Ad units are grouped hierarchically under **Publishers** and **Deployments**, allowing you to organize your inventory as you see fit.

### Publishers

The highest organization level for ad units. A publisher consists of a **Name** and can contain many **Deployments**.

### Deployments

The second organizational level for ad units. A deployment consists of a Name and can contain many Ad Units. For example, `Daily Newsletter`.

### Ad Units

The Ad Unit consists of a **Name**, a **Width**, and a **Height**. An ad unit is also directly related to its Deployment, and therefore indirectly to its Publisher. For example,&#x20;

### Examples

{% tabs %}
{% tab title="Publisher" %}

```
Name:        My Client
```

{% endtab %}

{% tab title="Deployment" %}

```
Name:        Daily Newsletter
```

{% endtab %}

{% tab title="Ad Unit" %}

```
Name:        Leaderboard 600x100 Ad Unit
Width:       600
Height:      100
```

{% endtab %}
{% endtabs %}

## Delivery Management

{% hint style="warning" %}
You will need at least one active **Publisher**, **Deployment**, and **Ad Unit** to start managing delivery  If you haven't yet done so, please review [Inventory Management](https://docs.parameter1.com/email-x/topics/inventory-management) topic about creating them.
{% endhint %}

To start delivering ads into your email deployments, you'll need to set up a new ad campaign. An ad campaign is comprised of one or more **Line Items**. A line item must contain one or more **Ads** and sets the criteria used to determine delivery eligibility for your campaign. Line items are organized hierarchically using **Orders** and **Advertisers**.

### Advertisers

The highest organizational level for ad campaigns. An advertiser consists of a **Name** and an optional **Website URL**.&#x20;

### **Orders**

The second organizational level for ad campaigns. Orders group one or more line items and can be easily [Cloned](https://docs.parameter1.com/email-x/tips-and-tricks/cloning) to facilitate rapid entry of ad campaigns.

### **Line Items**

Line items are the heart of your ad campaign. A line item contains one or more ads, can be **Paused**, and contains **Targeting Criteria**. This criteria consists of dates (ranges, or individual days), priority, and available inventory to match against.

The combination of these three criteria determines both the eligibility and the ranking of your ad campaign.

### **Ads**

**Ads** are the most important segment of your ad campaign, after targeting criteria. An ad has a defined **width** and **height**, can be **Paused**, and defines the **Click URL** for your campaign.

### Examples

{% tabs %}
{% tab title="Advertiser" %}

```
Name:        Generic Advertiser
Website:     https://my.domain
```

{% endtab %}
{% endtabs %}
