Account Setup Guide

Get your SendPerfect account ready and start automating your email marketing in minutes.

Welcome to SendPerfect!

Follow these steps to set up your account and start sending automated email sequences. We'll walk you through everything you need to get started.

Step 1: Create Your Account

Sign Up Process

  1. Visit sendperfect.app and click "Start free"
  2. Enter your email address and create a secure password
  3. Choose your account type (Individual or Business)
  4. Click "Create Account" to proceed

Email Verification

After signing up, you'll receive a verification email. Click the confirmation link to activate your account. This helps us ensure account security and prevents spam.

Step 2: Complete Your Profile

Basic Information

Fill out your profile to personalize your experience:

  • Full Name: How you want to be addressed
  • Company: Your business or organization name
  • Website: Your company website (optional)
  • Timezone: For scheduling emails at the right time

Profile Picture

Add a professional profile picture or company logo. This appears in your email signatures and dashboard.

Step 3: Configure Email Sending

Choose Your Email Service

SendPerfect supports multiple email delivery methods:

  • SendPerfect SMTP: Our built-in sending service (recommended for beginners)
  • Custom SMTP: Connect your own email provider (Gmail, Outlook, etc.)
  • API Integration: Connect to services like SendGrid, Mailgun, or Amazon SES

Verify Your Domain (Recommended)

For better deliverability, verify the domain you send emails from:

  1. Go to Settings > Domains in your dashboard
  2. Add your domain (e.g., yourcompany.com)
  3. Add the required DNS records to your domain
  4. Wait for verification (usually 24-48 hours)

Step 4: Set Up Email Preferences

Sending Limits

Configure how many emails you send per day:

  • Free Plan: 100 emails/day
  • Pro Plan: 10,000 emails/day
  • Enterprise: Unlimited (custom limits)

Email Templates

Customize your email appearance:

  • Upload your company logo
  • Set default colors and fonts
  • Create email signatures
  • Add unsubscribe footer text

Step 5: Import Your Contacts

First Contact List

Start building your audience:

  1. Go to Contacts > Import
  2. Upload a CSV file or add contacts manually
  3. Map your data fields (email, name, company)
  4. Create tags for segmentation
  5. Set up your first contact list

Need help with CSV formatting? Check our Importing Contacts guide.

Step 6: Create Your First Sequence

Welcome Email Series

Build your first automated email sequence:

  1. Go to Sequences > Create New
  2. Name your sequence (e.g., "Welcome Series")
  3. Add your first email: "Welcome to [Company]"
  4. Set timing and conditions
  5. Save and activate your sequence

Learn more in our Creating Sequences guide.

Step 7: Test and Launch

Send a Test Email

Before sending to your full list:

  • Send test emails to yourself
  • Check email formatting on different devices
  • Verify links and unsubscribe functionality
  • Test with a small group first

Compliance Checklist

Ensure you're following best practices:

  • ✅ Include physical mailing address in emails
  • ✅ Add clear unsubscribe links
  • ✅ Only email people who opted in
  • ✅ Honor unsubscribe requests immediately
  • ✅ Comply with GDPR and CAN-SPAM laws

Getting Help

If you run into any issues during setup:

  • Help Center: Check our support page for guides
  • Contact Support: Email us at info@plotperfectstudios.co.uk
  • Video Tutorials: Watch step-by-step setup videos
  • Community: Join our user community for tips

Next Steps

Once your account is set up:

  • Explore advanced sequence features
  • Set up A/B testing for your emails
  • Integrate with your CRM or other tools
  • Monitor your email performance
  • Scale up your sending as you grow
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