1️⃣ BASIC ACCOUNT SETTINGS
→ Review user settings
Update your user profile and invite new users.
→ Set up basic branding
Upload your logo and add brand colours and fonts. This will make it easier to work with email templates later.
→ Verify your domain
Verify your domain so spam filters can authenticate messages sent from Envoke as coming from your organization. This step needs to be completed by your IT person or team.
→ Mandatory messages?
Do you need to send mandatory content in addition to opt-in emails? If yes, it's time to enable this option.
2️⃣ LIST MANAGMENT
→ Decide how you want to organize your contact list
Your contacts need to be marked with subscriptions and tags so you can send them relevant emails:
Subscriptions are used by your contacts to indicate what type of content they want to receive from you.
Tags are used to categorize contacts internally. Unlike subscriptions, tags aren't visible to your contacts.
Read more about list management options here.
→ Import your contacts
After you've created subscriptions and tags, it's time to import some contacts. For details about importing, check this support article.
→ Customize your email preferences page
The Email Preferences page is linked from every email you send. This is where your contacts can update their subscription settings. Customize its content and styles here.
3️⃣ EMAIL TEMPLATES AND MESSAGES
→ Your first email template
Create and customize your first email template. Learn more about how email templates work.
→ Create, customize test and send email messages
Start an email message and send a few test messages to yourself and colleagues. Follow this email sending checklist.
Additional details
Watch detailed walkthrough videos to help with setting up your new account.
Browse our support articles to learn about settings up forms, reporting, integrations, automations and other settings.
Don't hesitate to contact us if you need help with anything!