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Getting Started with MailGreet

Welcome to MailGreet! This guide will help you set up your account and get familiar with the basic features of our email marketing platform.

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Account Setup

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Creating Your Account

1. Visit the MailGreet website and click “Sign up free”
2. Enter your full name, email address, create a password
3. Agree to the terms and policy of the website
4. Mention company name, company size, and industry type
5. Select from the options provided what you want to achieve with MailGreet
6. Verify your email address by clicking the link sent to your email inbox
7. Complete your account profile with company information

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Setting Up Your Brand

Customize your account with your brand elements:

1. Go to Settings > Account Settings
2. Upload your company logo (recommended size: 200x50px)
3. Set your brand colors (primary and accent colors)
4. Configure your default sender information:
   • From name (e.g., Your Company Name)
   • From email address (preferably your domain email)
   • Default reply-to address

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Verifying Your Domain

To improve deliverability, verify your sending domain:

1. Navigate to Settings > Domains
2. Click “Add Domain” and enter your domain name
3. Follow the instructions to add the required DNS records
4. Wait for verification to complete (may take up to 24-48 hours)

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Importing Your First Subscribers

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Preparing Your Subscriber List

Before importing:

• Ensure you have permission to email your contacts
• Prepare a clean CSV file with proper column headers
• Include at minimum: email address, first name (optional), last name (optional)

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Import Process

1. Go to the Subscribers section
2. Click “Import Subscribers”
3. Choose your import method (Upload file, Copy/paste, or Import from another service)
4. Map the fields to match our system fields
5. Select a group for these subscribers or create a new one
6. Review and confirm the import

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Creating Subscriber Groups

Organize your subscribers into logical groups:

1. In the Subscribers section, click “Groups”
2. Click “Create Group”
3. Name your group (e.g., “Newsletter Subscribers,” “Customers,” “Leads”)
4. Add a description for your team’s reference
5. Choose group settings (double opt-in requirements, welcome emails)

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Creating Your First Campaign

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Selecting a Template

1. Go to the Campaigns section and click “Create Campaign”
2. Select “Regular Campaign”
3. Choose a template from our gallery or start from scratch
4. Select “Recent Templates” to use a previously created template

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Designing Your Email

Use our drag-and-drop editor to design your email:

1. Add your logo to the header
2. Edit the headline and main content text
3. Insert images by uploading or choosing from our gallery
4. Add buttons with clear call-to-action text
5. Include your social media links and contact information

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Personalizing Your Content

Make your emails more engaging with personalization:

1. Use the merge tags dropdown to add personalization fields
2. Add the subscriber’s name: {$first_name}
3. Include conditional content blocks for different subscriber segments
4. Preview your email with test subscriber data

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Campaign Settings

Before sending, configure these important settings:

1. Set your subject line and preview text
2. Configure sender information (or use your default)
3. Enable/disable tracking options
4. Choose which subscriber groups will receive this campaign
5. Set up A/B testing if desired (Pro plan and above)

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Testing Your Campaign

Always test before sending:

1. Click “Preview & Test”
2. Send a test email to yourself and colleagues
3. Check the email on different devices (desktop and mobile)
4. Test all links to ensure they work correctly
5. Run a spam test to check deliverability

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Scheduling or Sending

When you’re ready:

1. Click “Schedule” to set a future delivery time
2. Choose the date and time
3. Select time zone settings
4. Alternatively, click “Send Now” to deliver immediately

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Understanding Analytics

After sending your campaign, track its performance:

1. View the campaign dashboard for overall metrics
2. Monitor open rates (industry average: 15-25%)
3. Track click-through rates (industry average: 2-5%)
4. Identify which links received the most clicks
5. Check for any bounces or unsubscribes

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Next Steps

After mastering the basics, explore these features:

• Automation: Set up welcome sequences and triggered emails
• Segments: Create targeted subscriber segments based on behavior
• Forms: Add subscription forms to your website
• Integrations: Connect with your e-commerce platform or CRM
• Templates: Create reusable custom templates

Remember, our support team is available to help you through live chat or email if you have any questions!