What's included with the free account setup?

Customized onboarding is included with every new account at no extra cost to help you hit the ground running and to ensure continuity of service if you’re switching from another provider.

Step 1: Watch the training video

Start by watching our detailed training video. It includes an in-depth review of all functionality and settings. By the time you finish with the video you'll have a solid understanding of how the software works.

Step 2: Book a one-on-one account setup call

After you watched the training video, book an account setup call to speak with us about completing implementation, learning day to day workflow and other topics you want to cover.

This call is optional. There are resources if you prefer to get started on your own - scroll to the bottom of this page for details.

During the training call we'll go over:

  • Your specific questions and requirements

  • Technical setup: custom domain and DKIM

  • List segmentation

  • Importing contacts

  • Contact list and contact update functions

  • Consent and unsubscribe process management

  • Forms

  • Email templates

  • Email creation, testing and sending

  • Reports

  • Integrations

  • How to get support


Getting stared on your own

If you prefer to get started on your own you can:

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