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 the implementation of your new account.

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

During the call we'll go over:

  • Your specific questions and requirements

  • Technical setup: custom domain and DKIM

  • Segmentation configuration

  • Importing contacts

  • Contact list and contact functions

  • Consent and unsubscribe process management

  • Forms

  • Email templates

  • Email sending workflow

  • Reports

  • Integrations

  • How to get support


Getting stared on your own

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

Did this answer your question?