Sign up for Campaignly

Creating a Campaignly account takes just a few minutes. You'll be managing campaigns right away.

What you need before you start

• A valid email address
• A password (at least 8 characters)
• Basic information about your business or freelance practice

Create your account

1. Go to campaignly.com/signup
2. Enter your email address
3. Create a password (must be at least 8 characters)
4. Click Sign Up
5. Check your email for a verification link and click it

Your account is now active. You'll land on the Welcome screen.

Complete your profile

Finish setting up your profile so clients and team members can recognize your account.

1. Click your profile icon in the top right corner
2. Select Account Settings
3. Fill in these fields:
   • Name — Your full name
   • Business name — Your agency or freelance business name
   • Industry — Select the category that best fits (marketing, advertising, social media, etc.)
   • Profile photo — Upload a headshot or business logo (optional but recommended)
4. Click Save

Set up your workspace

Your workspace is where you'll organize clients, campaigns, and team members.

1. From the Welcome screen, click Create Workspace
2. Give your workspace a name (e.g., "Smith Marketing Agency")
3. Choose your workspace type:
   • Agency — If you manage campaigns for multiple clients
   • Freelancer — If you work solo or manage your own projects
4. Click Create

You can create multiple workspaces later if needed — each one stays separate, so you can keep client work organized.

Invite your team

Add team members now or do this later. They'll need email addresses to join.

1. From your workspace, click Settings (gear icon)
2. Select Team Members
3. Click Invite Team Member
4. Enter their email address
5. Choose their role:
   • Admin — Full access to all settings and campaigns
   • Editor — Can create and edit campaigns, can't change workspace settings
   • Viewer — Can view campaigns and reports, can't make changes
6. Click Send Invite

They'll receive an email and can join your workspace by clicking the link.

Important notes

• One email, one account — You can't use the same email address for multiple Campaignly accounts. Create a workspace if you need to separate different businesses or clients.
• Free trial — All new accounts include a 14-day free trial with full access. No credit card required.
• Upgrade anytime — When your trial ends, choose a plan or let your account pause. Your campaigns and data stay safe.

What's next?

• Create your first campaign
• Add your clients
• Connect your integrations