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Getting Started (video): set up Better Email in a few minutes

How to get started!

Written by Lee Adkins
Updated over 2 months ago

Watch: Better Email walkthrough (setup + first Automation + Broadcast overview)

What this video covers

  • Where to start after login (Settings)

  • Required sender information (deliverability)

  • Connecting your CRM integration (or importing contacts)

  • Confirming team members + editing profile details (title, callback number)

  • Creating and activating your first Automation

  • How previews and “skip” work

  • What a Broadcast is (one-time send)


Need help fast? Message Nora in chat and she’ll either solve it immediately or open a ticket with the exact details we need.

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