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Quick Setup Guide
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 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, MX) Adding GoDaddy domain Adding Cloudflare domain Adding Shopify domain Adding Squarespace domain Adding Bluehost, Network Solutions or Domain.com domain Understanding Your Domain Health 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 Increasing sending limits with multiple domains 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 How to create a contact How to work with contact list Technical Requirements for Your Contact List Fields Adjusting contact list settings How to Create a Contact Group How to Work with a Contact Group How to Create a Segment How to work with a segment 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: Scheduled, Active, Paused, Completed 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 Understanding placeholders in custom HTML templates What happens to your templates when you edit them outside of campaigns and automations? 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: Scheduled, Active, Paused, Completed 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 create an email with the AI Email Builder
Automations Overview Creating a New Automation Understanding Automation Templates Managing Your Automations List Automation Builder: Overview and Navigation Setting Up Automation Details (Name, Description, Tags) Working with Triggers Working with Actions Managing Elements in the Workflow Canvas Running and Pausing Automations Automation Settings Panel Managing Emails and Templates Inside Automations Contact Management Inside Automations Sending limits for automations
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Quick Setup Guide

This guide will help you get up and running with Sendigram EMS quickly — from setting up your account to make everything ready for the start of the first campaign.

1. Choose a Plan

  1. Go to Plans and pricing.
  2. Scroll down to the Plans section.
  3. Choose the plan that suits your needs and click Upgrade plan.

2. Add Your Sending Domain

  1. Go to Profile menu (top-right) → Sender settings → Domain settings.
  2. Click on + Add domain and fill in your domain name. Enter the domain only (for example, example.com), not a full email address.
  3. In the new window, copy the DNS records (three DKIM CNAME records, one MX record, one SPF record and one DMARC record) and add them as entries in your hosting control panel.
  4. Wait for the DNS records to update (usually a few minutes, up to 48 hours), then click Check DNS records.
  5. Once all records show a green check mark, the domain status is Verified and it is ready to use.

3. Set Up Sender Email

  1. Go to Sender settings
  2. Switch to the Sender address tab
  3. Click Add sender address.
  4. Fill the Sender email address and Name of Sender fields.
  5. Choose the domain that will be associated with this sending address.

4. Import Your Contacts

To import contacts from a CSV file:

  1. Navigate to the "Contacts" section and choose “All contacts”.
  2. Click on the "Add contacts" button in the upper right corner.
  3. Select Import in bulk from file and upload your CSV or TXT file.
  4. Choose to add the contacts from the list to a group or assign tags if needed.
  5. Click "Add contacts" to begin the import process.

To add a single contact manually:

  1. Navigate to the "Contacts" section and choose “All contacts”.
  2. Click on the "Add contacts" button in the upper right corner and select “Add single contact”.
  3. Fill in the contact's information, such as their email address, name, and any other relevant details.
  4. Click "Add contact” to add the new contact to your list.

That’s it! Now your Sendigram account is ready for starting your first email campaign. Feel free to explore and experiment with—and remember, that our AI companion is always ready to help!

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