Getting started checklist

Step-by-step account setup checklist for new users

Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over a week ago

Review the checklist on this page for a step-by-step overview of configuring a new account.

Invite users

Review account settings

Review a few basic account level settings highlighted below.

Technical setup

Implement technical configuration required for inbox delivery. These are one-time settings for your IT team or person

Decide how you want to segment your contact list

List segmentation settings determine your ability to send emails to a subset of your list and how contacts can manage what content they want to receive from you.

You can also send mandatory content from your account where it's not possible for contacts to opt-out self-serve.

  • Subscriptions allow your contacts to update their communication preferences by indicating what type of content they want to receive from you. Your account may have many subscriptions or none.

  • Tags are used to categorize contacts. Unlike subscriptions, tags are not public. Contacts can't see or update tags.

  • Custom fields can be used to store data for fields that don't exist by default, such as name, email, title, etc.

  • You will be able to send emails to contacts based on how they're tagged and their subscription settings. You can also build custom segments to target a specific subset of your contacts that match custom criteria.

Read more about list segmentation options including examples, additional details and watch a short explainer video.

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 and update their profile. The Email Preferences page if fully customizable.

Import your contacts

Before you import contacts for the first time, please review your list segmentation options then follow the instructions from the page about importing lists.

Create your first email template

Create an email template. The following page explains how to configure template layouts and styles: working with the email editor.

Create, customize test and send email messages

You can now create an email message using the template you created in the step above.

Customize the message content, add personalization, set the subject line and list of recipients, preview, test and send your message. View the email sending checklist here.

Creating forms

Review the collection of articles about creating, formatting and adding forms to your website.

Additional settings

Browse our support articles to learn about additional settings and advanced features.

Did this answer your question?