Comment on page
1⃣
Week 1 with Wild Mail
👋 Hello dear Wild Mail customer! We recommend that you follow the steps below for basic account setup.
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
Always create a single Master List where you store all your contacts. Have as few lists as possible.
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:
Integrations are an amazing way to send data from other platforms into ActiveCampaign. Most recommended integrations are:
- Zapier
- Calendly
- Typeform
- Stripe
- Google Sheets
Congratulations! You've successfully completed your first week as a Wild Mail customer.
To continue your customer journey and get the maximum out of your account, visit our YouTube channel for weekly ActiveCampaign tutorials.
Last modified 10mo ago