Getting started with a new email platform can be overwhelming. That’s why we put together a checklist for success! Follow the steps below to ensure that you start off on the right foot and set your organization up to get the most out of Informz!
* Set up DKIM and SPF
* Create account-wide naming conventions for ease of use in the future. Get started with our naming conventions template.
* Set up Google Analytics and Web Tracking to better understand your audience and target emails based on web activity.
* Organize your marketing and communications schedule using the Informz Communications Calendar tool.
* Familiarize yourself with The KnowledgeBase to get you up and running with using Informz. Specifically check out the Getting Started section.
* Know the secrets for great subject lines.
* Learn how to build and send emails (with all the appropriate steps in between) here.
* See an overview of how to read the Mailing Activity Report.
* Learn about the different types of bounces.
* Get to know how Professional Services can help you.
* Find out how to expand your reach.
Don’t hesitate to reach out to your Advisor! Your advisor is always there to help. Whether it’s a best practice or how-to question, he or she is always just a phone call or email away.