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.