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- Add tracking code
- Complete the Setup area (see section below)
- Install Send & Track
- Outlook version. Download it from the App Cloud under Settings > Integrations > App Cloud.
- Google Apps for Work version (make sure you're licensed for it). Download if from the Chrome Store.
- Setup filters
- Enable social appends
- Add social accounts
- Import contacts
- Update DNS
- Create assets (emails, landing pages, content)
- Build an automation campaign
- Make sure you understand the Email Policy
- Is My List Okay to Use?
- Who Can I and Can't I Email?
- Laws in North America and Europe
- Indicator chart (see below)
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