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Getting started

Follow these steps in order to go from a new account to a signup popup on your site, an automatic welcome email and your first campaign. Every click is shown. Allow about 90 minutes; you can stop and come back any time.

Set up your account

Your business details, your brand and the address your emails come from.

  1. 1Add your business addressYour address and website go in the footer of every email. 2 min
  2. 2Upload your logoNew emails and forms start with your logo and colours. 3 min
  3. 3Authenticate your sending domainRequired before any campaign or automation can send. 15 min
  4. 4Add a senderThe name and email address your customers see. 2 min
  5. 5Invite your teamOptionalOptional — give colleagues their own login. 2 min

Bring in your customers

Connect your store or website and get your contacts in.

  1. 6Connect your store or websiteBrings in customers and orders, and powers your forms. 10 min
  2. 7Install the tracking scriptShows your forms on your site and records what visitors do. 5 min
  3. 8Create your first listWhere new subscribers land — forms need one. 1 min
  4. 9Import your contactsOptionalOptional — bring in subscribers you already have. 5 min
  5. 10Create a segmentOptionalOptional — a group that updates itself, like "bought in the last 90 days". 3 min

Start sending

A welcome email, a signup popup, an automatic welcome series and your first campaign.

  1. 11Design your welcome emailStart from a ready-made design and make it yours. 10 min
  2. 12Launch a signup popupTurn visitors into subscribers. 10 min
  3. 13Turn on a Welcome seriesAn automatic email to everyone who joins your list. 10 min
  4. 14Create your first campaign and send a testA one-off email to your list — test it before anyone else sees it. 10 min