Quick Start
This walks you from a new account to a sent campaign. It takes a few minutes of setup, plus however long the email takes you to write.
1. Create your account and workspace
- Sign up and confirm your email address. You cannot reach the dashboard until you do.
- On the
Set up your workspacescreen, enter a workspace name (2 to 80 characters). It is the name of your team or business, and you can change it later.
2. Set your sending details
Open Settings > Workspace and fill in the Email sending card:
- From name and reply-to, which control how your emails appear in an inbox.
- Business mailing address. This is required before you can send a campaign. It appears in every email footer, as marketing email rules require.
To send from your own domain instead of the shared Flomailr address, add a custom domain on the same page and publish the DNS records it shows you. See Sending Health.
3. Add contacts
Go to Audience > Contacts.
Add contactcreates one person.Import CSVloads a file. It needs anemailcolumn. First name, last name, tags and status columns are recognized, and the importer accepts common header spellings. The limits are 5 MB and 10,000 rows per file.
Only contacts with the status SUBSCRIBED receive campaigns. See Contacts and Double Opt-In.
To collect subscribers instead of importing them, build a form or a landing page under Pages & Forms. See Forms.
4. Make a list
Go to Audience > Lists, choose New list, then add contacts to it. A campaign is sent to a list. See Lists.
5. Create a campaign
Go to Campaigns and choose New campaign. You have two ways to design it:
- By hand. Use the visual builder. Drag in blocks such as headings, text, images and buttons, and edit text directly on the canvas. See Campaigns.
- With your AI. Connect Claude or another AI app, ask it for the email, and open the draft it saves in the builder to adjust. See Connect Your AI and Designing Emails with AI.
Choose the list the campaign goes to, and set the subject line. Merge tags such as {{firstName}} are filled in per recipient. See Personalization.
6. Test, then send
- Send yourself a test email from the builder first.
- Send the campaign now, or schedule it for later.
Before a campaign goes out, Flomailr skips suppressed addresses and applies your guardrails (daily cap, quiet hours, blocked domains) and your plan's monthly limit. Each email gets an unsubscribe link automatically. See Compliance.
7. Check the results
Open Overview for results across your workspace, or a campaign's own analytics page for one send. See Analytics.
Next steps
- Automate a welcome series: Automations
- Connect your own app: API Overview