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Welcome to Mailmodo. We are thrilled to have you here. Mailmodo helps businesses provide better, more tailored, and engaging client experiences. Because we believe that good experiences feel like one-on-one discussions are key to a successful relationship. We're here to help you. 

To make it super easy for new users, we have created this guide that talks about the steps you need to take to set up your Mailmodo account, create a template, and start sending campaigns.

, sign up or login using your preferred method. 

You can add team members to your Mailmodo account. Adding additional members will allow you to collaborate with your team members more efficiently and help with the initial setup. 

The total number of users will depend on the plan you have. Please refer to the 

Two types of users can be added to your Mailmodo account:

  - They can perform all actions in the account.

 - They can perform all actions in the account except downloading contacts, managing team members, and managing API keys. You can specify if a user will have limited access during the invitation. 

3. Import Your Contact and Users’ Data from Your Previous Email Service Provider

To keep track of all your customer data in one place, you may want to import contacts into Mailmodo.

You can import data like subscriber lists, custom events, create segmentation, 

, etc. We suggest you import your data as it saves

You can import data into Mailmodo using different ways like through CSV, API, or directly integrating and importing through apps like Zapier, HubSpot, Mixpanel, etc.

 you have imported. Segmenting contact lists allows you to divide your contacts into groups based on specific, shared characteristics. Segmentation lets you create a target audience and ensure your campaign reaches the right demographic.

, you need to have a CSV file with all the detail you want to import. If you want to import using other tools, you can read 

Mailmodo’s no-code/low-code template editor lets you create templates as per your need without needing any expertise in coding. You just have to drag and drop the elements into the template. You can create various templates such as newsletter templates, promotional email templates, feedback email templates, etc. 

Mailmodo’s template also allows you to add different AMP widgets like Polls, Calendars, carts, Spin the wheel, Forms, etc. You can read 

 to find out how to add AMP widgets to your template. These widgets will help increase your engagement metrics. 

The template editor also has options for personalization. You can add first name, last name, contact info., email, etc., in the template. You also have some 

 to work with if you want to avoid making the whole thing from scratch. 

When creating a template, don’t make the logo too big; always keep white space on the left and right and position it at the top. Also, keep the font size of 16 pixels at a minimum and 20 pixels for desktops.

 to learn more about the process of creating a template.

Now it’s time to set up your custom domain. When you sign up for a new Mailmodo account, we automatically add a default sender email to your account. You can use this email to test the platform.

Fill out the AMP form to get your sender email AMP whitelisted

To send your actual campaigns with Mailmodo, you must add your own custom sender email address. For example, if your domain is '

', the custom sender email address could be 'hey@abc.com.' 

To set up a custom domain, go to the sender settings and enter the sender email. Then you have an option to select an email delivery service. After selecting one, a form appears, which you have to fill for it to be sent, requesting Google to whitelist your email address.

The approval process may take up to 7 days. You will get a confirmation email when it's completed. Once the email address has been whitelisted for AMP by Google, you will be able to send out dynamic AMP email campaigns through Mailmodo.

Once your custom domain is set up, start 

. It’s a tool that helps in managing the health of your email marketing platform. 

Once the setup is complete, it would help you with points like:

To learn more about adding a custom domain, read 

Now that you've figured out how to put up your segment definitions, it's time to send your first campaign.

You can either send a normal campaign or a transactional campaign.

A normal email campaign is one where you send it for marketing purposes like promotions, product updates, newsletters, discount offers, etc.

A transactional email campaign is a campaign that gets triggered in response to a specific action taken by a user. For example, when you register for a webinar, the confirmation email you get is a transactional email. You registering for the webinar was a trigger in response to which you received the email.

After deciding on the above, you have to think about your message and target audience while planning your campaign, and what kind of a campaign it’ll be.

Once you’ve decided on the types of templates you’ll need, you’ll have to think of a good subject line that conveys what the email is about, a pre-header text that works with the subject line, from name, reply-to email in case the recipients have any queries or feedback. 

And always send test campaigns to different clients to see if all the components are properly rendering everywhere or not.

Also, ensure that your sending domain is properly warmed up. If it’s not, your emails might land in the promotion folder or, worse, in the spam folder. 

Use a campaign with high user engagement and low unsubscribes/complaints to warm up your domain. And try to use a non-time-sensitive campaign to make volumes and cadence more flexible. Also, start with your most engaged subscribers and gradually increase the volume (start with users that have opened/clicked a message in the past 30 days, then open up to 60-day actives and so on, until you’ve reached full volume)

 to get started with creating a campaign.

Mailmodo offers a complete set of reporting tools to help you gauge how your campaigns are performing after sending them.

With our reporting tools, you can leverage a wide variety of data points to measure performance, discover what’s working and what isn’t, and discover if there’s room for improvement.

With Mailmodo, you can track no. of emails sent, no. of emails delivered, no. of opens, no. of clicks, no. submissions, no. of 

, etc., to monitor how your campaigns performed. All this data is also presented in a graph to help us visualize the performance of a campaign.

Moreover, you can also look at user data like no. of AMP opens, no. of HTML opens, no. of AMP clicks, submissions (feedback or queries) by users, etc.

Journey (also known as autoresponders or drip campaigns) are powerful, automatic tools in Mailmodo that let you interact and customize your customers' experiences. 

A flow is an automated sequence that begins with a trigger and continues with one or more steps. Flows can simply expand your business and cultivate strong customer loyalty.

Mailmodo’s drag-and-drop journey designer lets you design your workflows however you want. You can create and send an automated sequence of emails to your users in a few steps.

You can add conditions like open, click and form submissions. You can also send an email or 

 on each condition. With journey, you can trigger emails to multiple lists instantly at any time, along with tracking users through their journey.

The journey flow would depend on the context. A journey for an eCommerce platform would be different from a B2B SaaS platform.

 Below are some examples of flows you can create:

 introduces subscribers to your brand and converts them into first-time customers.

 to convert would-be customers; this flow is customizable based on items in someone's cart and whether they're already a customer.

 for customers who purchase but then don't come back to buy again, customizable based on the products they've purchased and how many purchases they've made.

To get started with journeys, we suggest you read 

Step-by-step Configuration Guide

Migrating an email program to a new provider (ESP) involves shifting marketing data and automations. Preparation is crucial. Follow these best practices for a smooth transition after setting up your Mailmodo account.

Preparing for the ESP migration process is crucial for a seamless transition. Here's a detailed guide on what steps to take:

Keeping your email list clean is crucial in email marketing, whether or not you're changing ESPs. However, it becomes even more important during a migration to a new platform. Cleaning your list safeguards your sender reputation and boosts deliverability. You can use tools like 

 to easily identify and remove invalid and inactive email addresses with just a click

Segment your audience based on their subsciption preference, email activity and behavioural data.  Once you have completed the group, export all subscriber lists from your existing email service provider (ESP) in a compatible format liek CSV.

If you've already grouped your subscribers in your current ESP, export them into separate files according to those groups. This simplifies migration, as your subscribers are already organized before moving to Mailmodo new platform. Additionally, this ensures GDPR compliance by preventing accidental emails to subscribers for content they haven't signed up for.

We usually recommend users to download following type of contact list from their ESP platform:

Email active users for the last 30 days, 60 days and 90 days i.e. contacts who have opened or clicked your email in the specific time period

Email inactive users for the last  180 days i.e. contacts who have not opened or clicked any email in the specific time period

Unsubscribed or blocked users i.e. users who have unsubscribed from you email program or cannot be sent an email 

Platform active users for the last 60 days i.e. users who have used your product or services in the last 60 days

If you can't move everything from your existing email provider to Mailmodo all at once, it's okay. Do it step by step. Make a list of what's important to move first and when. Think about keeping automated emails going so customers don't miss out or get too many messages. Also, plan how you'll measure if the move was worth it. 

Make a detailed schedule for a smooth switch to the Mailmodo platform. Reach out to 

 if you need any help with the migration planning. 

Identify and document all existing forms and sign-up processes integrated to import contacts in your current ESP. This way, replacing or changing them during the move will be much easier

If you have a big email list, like more than 50,000 subscribers, you might want to use a 

 just for you. Having you own sender IP address is useful in maintaining a 

 and adhering to the right email practices.

Dedicated IP needs time to "warm up" to get ready and build a good reputation for sending large volumne of emails. So, please work with 

 to create a customized warm up for your email domain.

After thoroughly preparing and planning for your ESP migration, it's finally time to commence the process. Let's delve into a detailed breakdown of steps that will guide you seamlessly through this transition:

As each ESP has different DNS records, add and authenticate your sender domain in Mailmodo by updating your DNS settings. Get the unique DNS settings from 

 and update records like SPF and DKIM to validate your domains. This ensures domain verification with the Mailmodo platform. 

To learn more, check out the detailed guide on 

how to add your own sender domain in Mailmodo

Step 2  - Import Subscribers and Upload Your Suppression Lists

Once you've cleaned and exported your email list from your previous email service provider, proceed to import the same into Mailmodo. If you are uncertain about the steps or need help in understanding how to manage your contacts in Mailmodo, contact 

This will ensure a smooth transition of your subscriber data to the Mailmodo platform.

If you are migrating from Mailchimp, we have completely automated the steps to 

import contacts from Mailchimp to Mailmodo

Connect your existing system like CRM, Website, LOB Apps, etc. with Mailmodo to synchronize subscriber data, customize email campaigns, and monitor customer interactions. Mailmodo provides 

 with multiple tools like Shopify, HubSpot, Zapier, Google Sheets, etc. to help setup necessary integrations for effective business operations.  

If you can't find what you need, explore 

Step 4 - Rebuild your email templates and campaign automations

This step is probably the most time consuming, but having your templates and automation journey ready in Mailmodo will allow you to maintain brand consistency for future campaigns. For templates, you can either 

 as it is into Mailmodo or redesign them 

To learn how to recreate your existing automated workflows, check out the 

When you change to a new email service provider (ESP), you don't have a reputation with the mailbox providers. Sending emails to your entire list immediately is risky, and mailbox providers might mark many as spam. 

It is recommended to gradually switch from the old to the new ESP to establish a positive reputation with mailbox providers. You can start with a portion of engaged subscribers (and best performing emails), gradually increasing until you fully transition. This builds trust and avoids emails being marked as spam. For instance, if you're moving from Mailchimp to Mailmodo with a 50K subscribers, send 45K emails from Mailchimp and 5K from Mailmodo. Gradually increase Mailmodo emails until you send all from there. 

To learn more on warming up your domain, checkout our 

detailed step by step guide on domain warmup

After the move, keep an eye on your email performance (like open or click rate) and delivery results (like sent, delivered or bounced). You need to keep reviewing key metrics and see if there are improvements or challenges in email delivery / engagement. This assessment will help in understanding how well things are performing in Mailmodo compared to the previous ESP and make improvement to your email strategies accordingly. 

If you are facing any issues with deliverability and engagement after moving to Mailmodo, reach out to 

Follow the best practices when you are moving from an existing email service provider onto the Mailmodo platform

How to migrate from another ESP providers to Mailmodo?

Mailmodo platform sends system wide notifications to every logged-in user, and a green badge with count appears on the notification center icon whenever there are unread alerts.

To check your account alerts in Mailmodo, click on the Notification option in the left nav bar. You can see both read and unread notification in the flyout. Click on the notification will take you to the related item. For e.g. Campaign Processed notification will take you to the individual campaign summary dashboad. 

You can change the status of notification as Read or Unread by clicking on the 

 icon. Also, you can delete a notification to clean up your notifcation center.

Notifications sent by the Mailmodo platform can be classiffed into one of the following categories: 

Positive outcomes are signaled by success notifications. These notifications can be received for (not exhaustive):

Campaigns :  When bulk campaign sending is completed

Contact : When CSV upload for a list is successfully completed

Error notification signals when something goes wrong and requires attention. These notifications can be received for (not exhaustive):

Contacts Syncing : HubSpot needs to be reintegrated because of invalid configuration  

Export Submission : Unable to export form submission to Google Sheets due to invalid keys

Alerts signals information you take a closer look, serving as a caution. These notifications can be received for (not exhaustive):

Email Credit Limit : You have used 90% of your daily or monthly sending limit

Bounce Rate : You have crossed 3% bounce rate for your campaign. You account will be blocked if you cross 5%

Learn about different alerts and messages sent for various actions, keeping you informed in real-time

Onboarding

Step-by-step Configuration Guide

How to migrate from another ESP providers to Mailmodo?

Notification Center