Getting Started with MailPilot

1. Create Your Account

To get started with MailPilot, you'll first need to create an account. Visit the signup page and provide your email address and password. Once you've signed up, you'll be automatically logged in to your dashboard.

2. Configure Your Email Settings

Before you can send emails, you need to set up your email sending configuration. MailPilot supports using your own SMTP server or connecting with popular email service providers.

Setting Up SMTP

1. Go to Settings from the sidebar menu
2. Click on the Email Accounts tab
3. Click Add Email Account
4. Fill in your SMTP details:
   • Account Name: A friendly name for this email account
   • From Email: The email address your campaigns will come from
   • From Name: The name that will appear in recipients' inboxes
   • SMTP Host: Your email provider's SMTP server (e.g., smtp.gmail.com)
   • SMTP Port: Usually 587 for TLS or 465 for SSL
   • Username: Your email account username
   • Password: Your email account password or app-specific password
5. Click Save and test the connection

3. Add Your First Subscribers

Now that your email settings are configured, you can start building your subscriber list. There are several ways to add subscribers to MailPilot:

Manual Import

1. Navigate to Subscribers in the sidebar
2. Click Import Subscribers
3. Upload a CSV file with your contacts (must include at least an email column)
4. Map the CSV columns to MailPilot fields
5. Click Import

Add Individual Subscribers

1. Go to Subscribers
2. Click Add Subscriber
3. Enter the subscriber's email address and any custom fields
4. Click Save

4. Create Your First Email

With subscribers in your list, you're ready to create your first email campaign.

1. Click Campaigns in the sidebar
2. Click Create Campaign
3. Choose a campaign type (Broadcast is perfect for your first campaign)
4. Give your campaign a name
5. Select recipients (all subscribers or a specific segment)
6. Design your email:
   • Click Design Email to open the Email Builder
   • Choose from pre-designed templates or start from scratch
   • Drag and drop content blocks like text, images, buttons, and more
   • Customize colors, fonts, and spacing
   • Add personalization using merge tags like {'{'}first_name{'}'}
7. Set your subject line and preview text
8. Preview your email to see how it will look

5. Send or Schedule Your Campaign

Once you're happy with your email, you have two options:

Send Immediately

1. Review all campaign details
2. Click Send Now
3. Confirm you want to send

Schedule for Later

1. Click Schedule
2. Choose your preferred date and time
3. Select the timezone
4. Click Schedule Campaign

6. Track Your Results

After sending your campaign, you can track its performance in real-time:

1. Go to Analytics in the sidebar
2. View key metrics:
   • Delivery Rate: Percentage of emails successfully delivered
   • Open Rate: Percentage of recipients who opened your email
   • Click Rate: Percentage of recipients who clicked a link
   • Unsubscribe Rate: Percentage who unsubscribed
3. See individual subscriber engagement
4. Identify your most clicked links
5. Track revenue if you've set up e-commerce integrations

Next Steps

Congratulations! You've successfully sent your first email campaign with MailPilot. Here's what to explore next:

• Create signup forms: Build forms to grow your list automatically (see Forms Documentation)
• Set up automations: Create automated email sequences triggered by subscriber actions (see Workflows Documentation)
• Segment your audience: Use tags and custom fields to send targeted campaigns (see Subscribers Documentation)
• Connect integrations: Link WooCommerce, Shopify, or other platforms (see Integrations Documentation)