Getting Started with Email Marketing

The Email Marketing platform lets you send campaigns, build contact lists, automate sequences, and track results — all from one dashboard. After your client logs in, the Dashboard shows a setup checklist with four steps to get them sending their first email.

The four-step setup checklist

The checklist disappears once all four steps are complete. Walk clients through them in order:

Step 1 — Verify a sending domain

Go to Domains in the sidebar. Type the domain (e.g. yourdomain.com) and click Add Domain. The platform shows DNS records to add at the DNS provider — three CNAME records and one TXT record. Once added, click Verify DNS. When all four indicators turn green, click Edit Sender to set the From Name and From Email.

Step 2 — Create a contact list

Go to Lists and click New List. Give it a name like "Newsletter Subscribers" and pick a color. Lists are how contacts get organized into targetable groups.

Step 3 — Add contacts

Go to Contacts. Three ways to add: click Add Contact to enter one manually, click Import CSV to upload a spreadsheet, or create an Opt-In Form to collect subscribers from a website.

Step 4 — Send the first campaign

Go to Campaigns and click New Campaign. Enter a name and subject line, select the list, and click Create. In the editor, pick the verified sender from the dropdown, choose a template, and click Send Now.

What clients can do

• Send unlimited campaigns within their plan limit
• Build automations that send emails when contacts join lists, open campaigns, click links, or unsubscribe
• Embed opt-in forms on their website to grow their list automatically
• Track delivery, opens, clicks, bounces, and unsubscribes per campaign
• Use 15+ pre-built email templates or generate custom ones with AI

Reseller notes

Email Marketing is sold under four tiers — Starter, Growth, Pro, and Business — with different monthly send limits. Clients can upgrade their plan from Settings → Plan & Usage. Always remind clients to verify their domain before sending; emails from unverified domains land in spam.