When you first log in, Better Email asks a few quick questions. After that:
Step 1: Complete Settings (required)
Go to Settings and fill out all required fields.
Why this matters:
Helps protect deliverability and reduces spam flagging
Ensures sender identity and signatures populate correctly
Step 2: Connect your CRM (or import contacts)
Go to Integrations and connect your CRM.
If you don’t have an integration, you can import via CSV upload.
Step 3: Confirm your team (especially if you use Follow Up Boss)
If you connect Follow Up Boss, you and/or your team members may be pulled into Better Email automatically.
Go to Team to confirm or edit:
Name/title
Call-back phone number
Any profile details used in the signature
✅ Once Settings + Integration + Team are done, you’re ready to activate an Automation or send a Broadcast.
Need help fast? Message Nora in chat and she’ll either solve it immediately or open a ticket with the exact details we need.