This page includes a step-by-step checklist to help configure new accounts and walk you through frequently used functionality. New paid accounts are also eligible for free training.

Configure your account and user settings

Technical setup for email deliverability and branding

  • Set up DomainKeys authentication to ensure emails are not marked as suspicious by spam filters.

  • (Optional). Set up a custom domain. Once completed, references to the domain will be replaced with your domain on public pages.

Set up lists

  • Subscriptions allow your contacts to update their communication preferences by indicating what type of content they want to receive from you. Add new subscriptions or remove them all if you don't have multiple subscription options.

  • You will be able to send emails to contacts based on their subscription settings.

  • Subscriptions are shown on the Email Preferences page and, optionally, forms. The Email Preferences page is linked from every email you send.

  • You can use tags to categorize contacts internally. Contacts can't see or update tags.

Read the detailed list management article for more information.

Review consent settings

You can find more information about consent management on these pages.

Import your contacts

  • Prepare your list as a CSV file. View a sample file.

  • Go to the import page where you can upload and import your file.

  • Be sure to assign a tag and/or subscription during the import process so you can segment out your contacts later.

  • Duplicate records will be automatically merged by email address.

  • Existing unsubscribed contacts remain unsubscribed if they are re-imported.

For additional read the this article about importing lists.

Create, test and send emails

You have several options to create a new message. You can also set up email templates. Watch the video below for additional details:

Create forms

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

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