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Quick start checklist

Quick start checklist

A step-by-step checklist to go from zero to your first sent email.

Follow this checklist to launch quickly.

1. Verify your domain (recommended)

Under Settings → Domains, add DNS records for SPF, DKIM, and DMARC. Verified domains improve deliverability and let you use custom From addresses.

2. Create a list

Go to Lists → Create list. Set the list name, default sender name, and reply-to address. These defaults apply to campaigns sent from this list.

3. Add subscribers

  • Import a CSV with columns: email, first_name, last_name, tags
  • Add subscribers manually
  • Embed a subscribe form on your site (see Onboarding & subscribe forms)

4. Send your first campaign

  1. Campaigns → Create campaign
  2. Choose the list (and optional segment or tags)
  3. Design content in the editor or pick a template
  4. Set subject line and preview text
  5. Send a test, then schedule or send immediately

5. Measure results

After sending, open the campaign Summary for opens, clicks, unsubscribes, and link performance.