Getting Started

ConvertNow is an email marketing and email delivery platform for creating, sending, and measuring email communications from one place.

With ConvertNow, you can manage contacts, design campaigns, send through authenticated domains, and understand how recipients engage with your emails.

What ConvertNow helps you do

Design email campaigns

The visual email designer lets you build campaigns using reusable sections and content blocks, including:

Headings
Text
Images
Buttons
Columns
Dividers
Spacers

You can reorder and duplicate sections, adjust section spacing and appearance, and preview your email for desktop and mobile screens.

Manage contacts and lists

You can:

Add contacts manually
Import contacts from CSV
Search and filter contacts
Create and manage contact lists
Add or remove contacts from lists
Manage subscribed and unsubscribed contacts

Lists make it easier to send a campaign to a specific audience instead of every contact in your account.

Personalize campaigns

ConvertNow supports recipient-specific merge tags for:

First name
Last name
Email address

Personalization values are inserted for each recipient during sending.

Send immediately or schedule for later

You can send a campaign immediately, send a test email first, or schedule it for a future date and time.

Scheduled campaigns are processed automatically by ConvertNow when they become due.

Track campaign performance

Campaign and account analytics can show:

Sent emails
Delivered emails
Opens
Clicks
Click-through rate
Hard bounces
Soft bounces
Failed deliveries
Unsubscribes
Link performance
Engagement over time

Use analytics to understand what your audience reads and which links they use.

Collect new subscribers with signup forms

Create signup forms that can be embedded on your website. Forms can collect:

Email address
First name
Last name

You can select the list that new subscribers join, customize the button, set a success message, and optionally redirect subscribers after submission.

Send from your own domain

To send from an address such as [email protected], add and authenticate your sending domain in Email API → Domains.

ConvertNow checks:

SPF
DKIM
DMARC
Postal domain provisioning

Domain authentication helps receiving mail providers verify that ConvertNow is authorized to send on your behalf.

Use the Email API or SMTP

Developers can send transactional email through:

The ConvertNow HTTP Email API
SMTP

The Email API also includes API key management, send logs, webhooks, domains, and suppressions.

Read the API Reference for authentication, request formats, code examples, SMTP settings, and webhook payloads.

Protect recipients and sending reputation

ConvertNow includes sending safeguards such as:

Unsubscribe links
List-Unsubscribe headers
Suppression handling
Hard-bounce suppression
Soft-bounce tracking and suppression after repeated failures
Pre-send compliance checks
Sending limits based on your plan

Always email people who have permission to hear from you and honor unsubscribe requests.

What ConvertNow is for

ConvertNow is designed for:

Marketing newsletters
Product updates
Customer announcements
Welcome and onboarding emails
Promotional campaigns
Transactional email sent through the Email API or SMTP

What is currently coming soon?

Automations are currently marked Coming Soon in the customer application. Automation templates exist in the product foundation, but automated workflows are not yet an active customer-facing feature.

How ConvertNow keeps your data organized

Your campaigns, contacts, lists, images, and sending configuration are associated with your account. Account data is isolated between users.

For security, keep your password, API keys, SMTP credentials, and webhook secrets private. Do not share them in campaign content or support requests.

Welcome to ConvertNow. This guide walks you through the essential steps to prepare your account and send your first email campaign.

Before you begin

Have the following ready:

The email address you want to use for your ConvertNow account
A sender name and reply-to email address
Your company name and physical mailing address
A CSV file of contacts, if you already have subscribers
The content, images, and links for your first campaign

Start here

Learn what ConvertNow does
Create an account
Complete your profile
Import your contacts
Create and test your first campaign
Send your first campaign

The four-step setup checklist

After you create an account, ConvertNow guides you through four setup steps:

1. Complete your profile

Add the sender information that will be used when you send campaigns:

Sender name
Reply-to email address
Company name
Physical mailing address

Your reply-to email tells recipients where replies should go. Your physical mailing address is required for email compliance before a campaign can be sent.

2. Import your contacts

Upload a CSV file containing your subscribers. ConvertNow checks and counts valid email addresses during import.

You can also add contacts manually, organize them into lists, search and filter them, and manage their subscription status.

Only send marketing email to contacts who have given you permission to receive it. Do not upload contacts that you do not have permission to email.

3. Send a test email

Before sending to your audience, send a test email to yourself or a teammate. Review it in a real inbox on desktop and mobile.

Check:

Subject and preview text
Spelling and links
Images
Personalization
Layout on mobile
Unsubscribe link
Mailing address
Sender and reply-to details

4. Send your first campaign

When your profile, audience, and email are ready:

Open Campaigns.
Create a campaign or open a draft.
Design the email.
Choose all contacts or a specific list.
Review the compliance checklist.
Choose Send now or schedule the campaign.
Monitor the campaign in Analytics.

What you can do next

Design emails with sections, text, headings, images, buttons, columns, dividers, and spacers.
Personalize emails with first name, last name, and email merge tags.
Create signup forms and embed them on your website.
Authenticate a sending domain with SPF, DKIM, and DMARC.
Review opens, clicks, deliveries, bounces, and unsubscribes.
Use the Email API or SMTP for application email.
Configure webhooks for API send events.
Manage your plan and email usage from Billing.

Important sending requirements

ConvertNow checks required compliance information before allowing a campaign to send. Make sure your email includes:

An unsubscribe link
Your physical mailing address

ConvertNow automatically replaces compliance and personalization tags for each recipient during delivery.

Next guide

Continue with Create an Account.

Create a ConvertNow account to design campaigns, manage contacts, and send email.

Open ConvertNow

Go to:

https://app.convertnow.co

On the sign-in page, select Sign up.

Enter your account details

Complete the registration form:

Full name

Enter the name you want associated with your account.

Email address

Enter a valid email address that you can access. This address is used to sign in to ConvertNow and to identify your account.

Password

Create a password with at least six characters. Use a unique password that you do not reuse for another service.

Then select Create Account.

What happens after registration?

Your account is created and you are signed in immediately. ConvertNow opens the setup checklist to help you prepare your first campaign.

The checklist has four steps:

Complete your profile
Import your contacts
Send a test email
Send your first campaign

You can open an incomplete setup step from the checklist, or return to it later from the setup prompt.

Complete your profile before sending

Open Profile and add:

Sender name
Reply-to email address
Company name
Physical mailing address

The sender name is shown to recipients. The reply-to address receives replies from your campaigns. The physical mailing address is required for compliance before ConvertNow allows a campaign to send.

Add your contacts

You can add contacts in either of these ways:

Add an individual contact manually
Import multiple contacts from a CSV file

After importing contacts, create lists if you want to send different campaigns to different audiences.

Only upload contacts who have given you permission to receive your email. Imported contacts should be clean, valid, and handled in accordance with applicable privacy and email-marketing laws.

Secure your account

After signing in:

Use a unique password.
Enable two-factor authentication from your account security settings.
Store recovery codes somewhere safe.
Never share your password, API keys, SMTP credentials, or webhook secrets.
Sign out if you are using a shared computer.

Two-factor authentication uses an authenticator app. If enabled, you will enter a six-digit code after your password. Recovery codes can be used if you cannot access your authenticator app.

If you forget your password

Open the ConvertNow sign-in page.
Select Forgot password?
Enter the email address for your account.
Select Send Reset Link.
Open the newest reset email.
Follow the link and choose a new password.

Reset links expire after one hour. When you successfully reset your password, previous sessions are signed out for security.

If you do not see the email, check your spam or junk folder and make sure you entered the correct account email address.