Getting Started with Yotpo Email: Setup Essentials

Feature Overview

Welcome to Yotpo Email! 🎉 We're thrilled to have you on board. This guide is your go-to resource to kickstart your journey with Yotpo Email. From setting up your account to crafting compelling marketing campaigns, we've got you covered every step of the way.

Let's dive in and get your email marketing strategy up and running smoothly!

Quick Setup Steps

1.  Authenticate Your Sending Domain

Applies to: Email only

Ensure high deliverability and avoid spam filters by authenticating your domain.

Estimated time: 10 mins

1. Go to Settings > General Settings > Email Settings.

2. Scroll to Dedicated sending domain, click Get started.

3. Enter your "From" domain and (optionally) your subdomain, click Next.

4. Add the CNAME records to your DNS provider.

5. Click Verify records.

6. If you don’t have a DMARC record, we recommend adding one.

See detailed instructions on authenticating your sending domain.

2. Set Up Your Sender Details

Applies to: Email only

Personalize sender name and email address to enhance brand trust.

Estimated time: 2 mins

1. Go to Settings > General Settings > Email Settings.

2. Enter your Sender’s name.

3. Enter your Email address, click Add email.

4. Verify your email address via the inbox link.

Learn more about personalizing your sender details in Adding and Verifying Store Emails.

3. Warm up Your Sending Domain

Applies to: Email only

Warming up your domain is a crucial step in establishing a positive reputation for your email sending infrastructure. It involves gradually increasing the volume of emails sent from your domain to build trust with internet service providers (ISPs) and ensure high deliverability rates.

Estimated setup time: 10 mins

Estimated warm-up time: 4+ weeks

See detailed instructions on warming up your domain.

4. Import Customers (Email/SMS Subscribers)

Applies to: Email & SMS

Upload your existing subscriber list and start managing your audience.

Estimated time: 20 mins

1. Go to Audience > Lists & Segments.

2. Click Create audience > Create from a list.

3. Upload your CSV file via the wizard.

See detailed instructions on importing email customers.

5. Configure Your Compliance Settings

Applies to: Email & SMS

Customize Yotpo SMS & Email to suit your business needs, ensuring optimal performance and functionality.

Estimated time: 5 mins

1. In Yotpo SMS & Email, go to Settings > General Settings.

2. In the General tab, adjust your time zone.

3. In the Compliance tab, adjust your Quiet Hours and Smart Sending settings.

4. In the Attribution tab, define your email conversion window.

5. Click Save.

See detailed instructions on setting up your account settings.

6. Set Up SMS Sending

Applies to: SMS only

Estimated time: 2 mins

If you plan to use SMS, click the “TFN Verification” banner on your Yotpo SMS & Email homepage to start the verification process.

Important

This step is mandatory before sending SMS and may take time to complete. We recommend doing it early to avoid delays.

7. Set Up Your Brand Kit

Applies to: Email only

Customize your templates with logos, colors, and fonts.

1. Estimated time: 10 mins

2. Go to Settings > Brand Kit.

3. Upload your logo.

4. Select primary/secondary colors and fonts.

5. Save your settings.

See detailed instructions on setting up your Brand Kit.

What’s Next?

Once you've completed these setup steps:

1. Start creating campaigns and flows.

2. Monitor performance in analytics.

3. Explore more advanced features like segmentation and automations.

Need help? Visit our Help Center for more resources.