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Account Setup Checklist (Admin)

Work through these steps in order to get a new account ready for your team to send. Each links to the full how-to. Do them once, get them right, and Authors can start immediately.

Before you begin​

  • Admin access to the account.
  • Access to your domain's DNS settings (or someone who has it) for the deliverability step.
  • The list of people who will send messages (your Authors).

The checklist​

  • 1. Authenticate your sending domain. Add SPF, DKIM, and DMARC so mailbox providers trust your mail. This gates whether anything you send reaches the inbox. → Deliverability
  • 2. Add and verify a sender (From) address. Set the address your Broadcasts come from. → Account & Access
  • 3. Invite Authors and set roles. Give your team access with the right permissions. → Account & Access
  • 4. Import your first audience. Bring in a list of subscribers to send to. → Audiences
  • 5. Create a Folder and a first Edition. Set up where work is organized and build a message. → Content & Authoring
  • 6. Send a test, then your first Broadcast. Verify rendering, then send for real. → Sending Campaigns

Result​

When every box is checked, your account can send authenticated mail from a verified address, your team has access, and you've proven the end-to-end path with a real Broadcast.

Canonical terms: Author, Edition, Folder (Project Folder), Broadcast. See the Glossary.