Week 1 at Wild Mail

👋 Hello dear Wild Mail customer! We recommend that you follow the steps below for basic account setup.

Book your onboarding call

Right after you open an account, you can directly book your onboarding call with us so we can help you with the basic setup. You can book it here.

During the call, you can learn how to:

• Create campaigns, automations, import contact lists, or anything else we can give you a hand with

• How to manage your billing (invoices, billing updates, upgrades/ downgrades, etc)

• How to use our support system and help center

Get started

1. Create your list

Always create a single Master List where you store all your contacts. Have as few lists as possible.

2. Import your contacts

• To read the different ways to add and import contacts, click here.

• If you are more into video tutorials, you can watch it here.

• To learn the steps to follow to prepare your CSV file and avoid surprises when importing, click here.

3. Create your tags

Tagging is a fast, easy way to add information to a contact. You can think of tagging as a flexible folder system to group your contacts and indicate their status. In order to keep tags organised based on their functionality, we recommend you follow the below classification system:

4. Send your first email campaign

• To learn how to create and send your first campaign, click here.

• If you want to know more about the types of campaigns that exist, you can do it here.

5. Set up your first automation

• To learn how to do it, click here.

• If you want to know more about automation triggers, click here.

6. Create your first form

To learn how to create a form, click here.

7. Set-up your first integration

Integrations are an amazing way to send data from other platforms into ActiveCampaign. Most recommended integrations are:

• Zapier

• Calendly

• Typeform

• Stripe

• Google Sheets

There are 900+ integrations available. You can search them here.

Next steps

Congratulations! You've successfully completed your first week as a Wild Mail customer. 🎉

If you have any questions, don't hesitate to email us for free assistance with setting up your account. Continue your journey by clicking on the next block below. 👇