Best practices for setting up your account

This help article contains information on highly recommended tasks to complete as you are getting started.

Goal 1 - 30 Days

1. Online Basic Training

All user's of Delivra's system must attend a live Jump Start webinar to learn the basics of our platform. This webinar is offered weekly on Tuesdays @ 2:00pm ET. Sign up for an upcoming webinar here.

2. Sending Domain Authentication

Configure authentication for your company's domain to ensure your emails are delivered. Visit these help articles for information about authentication and how-to set it up for your domain. Email Support if you need assistance with these tasks.

• What is authentication?
• Authentication FAQ
• DKIM instructions & FAQ
• SPF instructions & FAQ
• Yahoo feedback loop instructions
  
  

3. Custom Tracking Subdomains

Setup CNAMEs (custom tracking subdomains) to keep branding consistent. Visit these help articles for information about CNAMEs and how-to set them up for your account. Email Support if you need assistance with this task.

• What is a CNAME?
• How do I setup CNAMEs?
  
  

4. Website Activity Tracking

Implement Clickstream tracking on your website to record activities occurring after emails are sent from Delivra. Visit these help articles for information about our Clickstream integration and how-to set it up for your account. Email Support if you need assistance with this task.

• What is Clickstream tracking?
• Online learning: Clickstream
• How do I set up Clickstream tracking?
  
  

Goal 2 - 45 Days

1. Activate an automated campaign

Activate a basic welcome or confirmation (opt-in) email for new subscribers to set expectations or confirm that they want to join your email list. Visit these help articles to learn about automated welcome/confirmation messages and how-to set one up in your account. 

• The basics of automated messages
• How do I set up an automated welcome email?
• How do I set up an automated confirmed opt-in email?
• How do I send my automated campaign once it’s been set up?
  
  

2. Create a Subscribe form

Create & embed a Delivra subscribe form on your website to pass subscriber data directly to your email list. The welcome / confirm email created to satisfy the task above can be connected to your subscribe form to be sent automatically to new subscribers. Visit these help articles & resources to learn how-to create a subscribe form in your account. 

• Online learning: Forms 101
• Online learning: Forms How-To
• What types of subscribe forms are available?
• How do I export my form code?

3. Send a campaign

Send your first campaign from Delivra to a targeted list of contacts (category or segment). Visit these help articles & resources to learn how-to design email templates and send campaigns. 

• Online learning: Campaigns 101
• Online learning: Email Templates 101
• Online learning: Drag-and-Drop Editor How-To
• How do I send a regular campaign?

Goal 3 - 60 Days

1. Setup contact feed

Automate a contact sync to feed subscriber data to Delivra automatically. Utilize a variety of tools like our SFTP or API options, setup a connection via Zapier, or sync with your CRM. Visit these help articles & resources to learn more. Email Support with questions or if you're interested in syncing your CRM or setting up a SFTP.

Zapier

SFTP (email Support to setup)

API

CRM (email Support to setup)

2. Basic automation

Activate a basic 3-step automation in your account. 

Online learning: Automation 101

Online learning: Automation How-To

Getting started with Automation