Home Help Center Email Marketing Service Onboarding progress How to start and complete onboarding
A short instruction to start your email marketing journey
How to start and complete onboarding Tracking your onboarding progress: a step-by-step guide Claiming your onboarding reward and using the coupon code What happens if you skip or end onboarding early
Email & contact metrics Understanding email performance metrics: Sent, Deliverability, Open rate, Click rate Why the number of sent emails doesn't match your contact list Working with recent lists
Creating an account on Sendigram Recovering your Sendigram account password Changing your Sendigram password Changing your account login (email address) Deleting your account
Plans differences Email Plan Guide Purchasing & renewing a package Auto top-up feature Switching between different plans Unused package credits Using a discount coupon Refunds
Understanding domain statuses: Verified, Processing, Unverified Managing sending domains Why DNS records matter for email deliverability Adding & verifying DNS records (SPF, DKIM, DMARC) Checking & resolving domain blacklist issues Managing sender email addresses Sender address requirements and best practices What to do if a sender address is in use by active campaigns Understanding shared vs. dedicated IP addresses Connecting or disconnecting a domain to/from an IP address Buying & managing dedicated IP addresses
User roles & statuses User status explained: active and deleted users How to add a new user: user invitations and registration Managing user permissions and access rights Default permissions for additional users Deleting users Transferring admin rights to another user What happens after admin rights are transferred? What happens when permissions are disabled for a user?
Adding & editing contacts Technical Requirements for Your Contact List Fields Adjusting contact list settings Managing contact groups Creating & managing segments Creating & managing groups Managing contact attributes Adding and managing custom fields Adding and managing tags
How to create your first email campaign Campaign card overview: General, Contacts, Email template, Scheduler Naming and renaming campaigns Understanding campaign statuses: Waiting, In progress, Paused, Finished Saving progress and navigating between campaign blocks How to set up the sender email address and name Managing reply-to addresses in campaigns Selecting and managing IP addresses for sending How to select recipients: Contacts, Groups, Segments Excluding contacts and groups from a campaign Understanding contact limits and subscription packages What to do if you exceed your email sending limit Validating contacts before sending: Email Checker explained Choosing and editing email templates for campaigns Uploading custom HTML Writing effective subjects and preheaders Personalizing Your Subject Lines and Preheaders Adding and managing UTM parameters Scheduling campaigns: send now or later Setting up delivery dates, times, and days of the week How to calculate and adjust sending volume over time Managing dedicated IP expiration and renewal Understanding autowarmup in Sendigram How to preview and test your campaign Managing and editing your test email group Using the campaign calendar: viewing, filtering, and creating campaigns Understanding campaign statuses: Active, Scheduled, Completed Viewing campaign details and quick actions from the calendar Navigating the campaign list: columns and filters Searching and filtering campaigns by name, date, and status Campaign card: overview, timeline, and audience How to pause, continue, or delete a campaign Understanding campaign statuses: Planned, Active, Paused, Finished Campaign performance & analytics Using heatmaps to analyze email engagement
General email performance Comparing campaign variants Ratings and trends Comparing your results with Industry benchmarks How multilevel sorting works Monitoring your email marketing performance
What is Sendigram Email Builder How to create a new template How to manage your templates list Template Tags

How to start and complete onboarding

When you first sign up for Sendigram, the platform guides you through an onboarding process. This helps you quickly set up your account, connect your contacts, and launch your first campaign.

1. Starting Onboarding

After registration, you’ll be taken to the Welcome screen.

Click Create your first campaign to begin.

2. Set Up Your Account

  • Confirm your email address (mandatory).
  • Complete your profile: name, company, website, and time zone.
  • Configure sender details (default “From” name and email).

3. Import or Add Contacts

Choose how to bring your subscribers into Sendigram:

  • Upload a CSV/Excel file.
  • Add contacts manually.
  • Connect via API or CRM integration.

The system will validate addresses and remove duplicates automatically.

4. Create Your First List

  • Name your first contact list (e.g., “Newsletter Subscribers”).
  • Add imported contacts to it or create a new empty list to start fresh.
  • Lists form the basis of all campaigns.

5. Choose or Build a Template

  • Select from pre-made templates.
  • Use the Drag & Drop editor to build your own.
  • Or paste custom HTML code if you already have a design.

6. Launch Your First Campaign

  • Click Create Campaign.
  • Enter campaign details (name, subject line, sender).
  • Choose a template and a contact list.
  • Send a test email to yourself before launching.
  • Schedule or send immediately.

7. Completing Onboarding

  • Once your first campaign is sent, onboarding is complete.
  • The Dashboard will now display your campaign metrics and contacts overview.
  • You can explore advanced features (automation, segmentation, analytics) at your own pace.

Tip: Even after onboarding, you can revisit any step through the Dashboard or Help menu if you want to update settings or create additional resources.

Still have questions?
Contact Us