Important Steps To Getting Started

We know that a new email platform can be a lot to take on – so we've created this guide, to outline the most important steps and best practices in your first few months with us.

Before sending your first campaign

Migrate existing email addresses and data

1. Exclude previous unsubscribes and bounces by updating your suppression list.
2. Create custom fields to capture subscriber data and power segmentation and personalization.
3. Understand list management best practices and import your subscribers — maintain just a few lists and use segments whenever possible.

Prepare your sending domain

1. Review what counts as permission to send.
2. Improve delivery rates by authenticating your sending domain.
3. Warm up your domain to improve deliverability with small sends to engaged subscribers — consider sending your initial campaigns to people who signed up recently, or opened and clicked previous campaigns.

Send your first campaign

1. Create an email using the drag-and-drop builder, or import your own HTML.

First month

Grow your subscriber list

1. Grow your list using signup forms.
2. Explore email trends using Insights to improve your results.

Set up an automated email journey

1. Explore the journeys you can use to automate your marketing.

Month 3–6

Optimise email engagement

1. Personalise your subject lines and email content using custom fields and personalization tags.
2. Determine the best subject lines and content using A/B testing.
3. Send targeted campaigns using segments.
4. Improve content relevance using dynamic content.
5. Update subscriber information and improve relevance using a preference centre.

Months 6+

Maintain high open and click rates

1. Segment inactive subscribers and send a re-engagement campaign.
2. Clean your lists by periodically removing inactive subscribers.