EmailElement Onboarding Checklist

Phase 1: Foundation

Brand Setup

• Navigate to Brands
• Click Create Brand
• Enter brand name, sender name, reply-to address, and company details
• Upload brand logo (used in default templates)

Sender Domain Verification

• Navigate to Sender Domains
• Click Create Sender Domain
• Enter your sending domain (e.g., mail.yourdomain.com)
• Add the provided DNS records to your domain registrar:
  • SPF record
  • DKIM record
  • DMARC record
• Click Verify and confirm status shows green/verified
• Allow up to 48 hours for DNS propagation if needed

Send Integration

• Navigate to Send Integrations
• Click Create Send Integration
• Choose integration type: API or SMTP
• Select your ESP (SendGrid, Brevo, Postmark, Amazon SES, SparkPost, Mailgun, etc.)
• Enter API key or SMTP credentials
• Run the connectivity test to confirm the integration is working
• Optionally set up additional send integrations for failover or split sending

Phase 2: Content & Contacts

Email Content

• Navigate to Email Contents
• Click Create Email Content
• Choose an editor: Drag-and-Drop Editor or HTML Editor
• Set the subject line (supports personalization tokens)
• Design and save your first email
• Send a test email to yourself to verify rendering and deliverability

Contact Lists

• Navigate to Contact Lists
• Click Create Contact List
• Click Browse
• Upload a CSV file with your contacts
• Map CSV columns to standard fields (email, first name, last name)
• Create and map any Custom Fields needed for personalization
• Confirm import and verify contact count

Suppression Lists

• Navigate to Suppression Lists
• Click Create Suppression List
• Click Browse
• Import any existing unsubscribe, bounce, or complaint lists
• Suppression lists are automatically updated from send activity

Phase 3: First Send

Segments

• Navigate to Segments
• Click Create Segment
• Define audience rules using contact fields and custom fields
• Preview segment size to confirm targeting

Scheduled Email

• Navigate to Schedule
• Click Create Scheduled Email
• Select your email content, segment, and send integration
• Choose send time (immediate or scheduled)
• Optionally configure recurring sends or warm-up schedule for new domains/IPs
• Launch your first send

Phase 4: Monitor & Optimize

Analytics

• Navigate to Reports
• Review key metrics: open rate, click rate, bounce rate, unsubscribe rate

Events Stream

• Navigate to Delivery Events
• Filter by event type (Sent, Delivered, Soft Bounce, Hard Bounce, etc.)
• Search for specific email addresses to troubleshoot delivery issues
• Use event data to identify delivery patterns and optimize future sends
• Export event data for deeper analysis if needed

Phase 5: Advanced Features

Transactional Relays

• Navigate to Transactional Emails
• Click Create Relay
• Enter relay name and select send integration
• Create API keys with appropriate permissions
• Use the Transactional Email API to send event-driven emails (receipts, notifications, etc.)

Triggered Sequences

• Navigate to Triggered Sequences
• Click Create Sequence
• Build an automated email sequence with delays and conditions
• Assign a trigger (e.g., contact added to list, form submission)

Pages & Forms

• Navigate to Pages & Forms
• Click the Forms Tab
  • Click Create Form
  • Choose form type: Form or Popup
  • Design the form and map fields to a contact list
  • Embed the form on your website or share the hosted link
• Click the Jump Pages Tab
  • Click Create Page
  • Design the page and map fields to collect
  • Select the jump page to show on link clicks

Email Validations

• Navigate to Email Validations
• Click Create Integration
• Choose your email validation provider (EmailOversight, etc.)
• Set up API key and test the integration
• Use the validation integration to clean your contact lists and improve deliverability

Seed Imports

• Import seed lists for inbox placement monitoring

Platform Integrations

• Navigate to Platform Integrations
• Connect with supported platforms:
  • Everflow for affiliate tracking
  • Tune for performance marketing
  • Cake for lead attribution
  • HitPath for lead attribution
  • RedTrack for lead attribution

Webhooks

• Navigate to Account
• Click the Webhooks Tab
• Set up webhook endpoints for real-time event notifications (opens, clicks, bounces, unsubscribes)
• Test webhook delivery to your endpoint

APIs

• Transactional Email API — Send event-driven emails programmatically via API
• Contact API — Create, update, and manage contacts programmatically
• Suppression API — Add or query suppression entries via API
• Navigate to API Documentation for authentication and endpoint details