Getting Started: Your Checklist for Success

By Alex Mastrianni posted 09-10-2014 16:35


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.