About Trial Accounts
Learn how trial accounts work and what's included with your trial.
User Logins and Basic Branding
→ User logins
Update your user profile and invite new users.
→ Set up branding
Upload your logo and add brand colours and fonts. This will make it easier to work with email templates later.
Technical Settings
ℹ️ Your IT team can work on implementing technical steps while you're working on other accounts settings. All work by IT needs to be done only once for new accounts.
→ 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.
→ Additional steps for your IT team
Verifying your domain as described above is the only required todo item for your IT team but depending on your requirements IT may need to complete additional steps. Read more: IT involvement to configure new accounts
Sending Mandatory Messages
→ Mandatory messages?
This is an optional setting for customers who need to send mandatory content in addition to opt-in emails.
List Management
→ 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 seen and used by your contacts so they can 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 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.
Email Templates and Sending Messages
→ Your first email template
Create and customize your first email template. Learn more about email templates.
→ Create, customize test and send email messages
Start an email message and send test messages to yourself and colleagues. Follow this email sending checklist.
Any Questions?
Browse our support articles or contact us if you need additional help.