Quick Start Guide

Get up and running with FlowCampaign in under 5 minutes. This guide walks you through the basic setup to send your first email campaign.

Prerequisites

Before you begin, ensure you have:

• Access to FlowCampaign: Visit https://mails.nssoftwaresolutions.in
• Email Provider Credentials: ZeptoMail API key or SMTP credentials
• Basic HTML Knowledge: For creating email templates
• Contact List: CSV file with email addresses (optional for testing)

Step 1: Account Setup

1. Navigate to FlowCampaign: Go to https://mails.nssoftwaresolutions.in
2. Register/Login: Create a new account or login with existing credentials
3. Verify Email: Check your inbox for verification email and confirm your account
4. Complete Profile: Add your name and company information

Step 2: Add Email Provider

1. Go to Settings > Providers
2. Click "Add New Provider"
3. Select Provider Type:
   • ZeptoMail: Enter your API key
   • SMTP: Enter server details, username, and password
4. Test Connection: Click "Test Connection" to verify credentials
5. Save Provider: Click "Save & Activate"

Quick Provider Setup

ZeptoMail Configuration

{
  "provider": "zeptomail",
  "apiKey": "your-api-key-here",
  "fromEmail": "your-verified-email@domain.com",
  "fromName": "Your Company Name"
}

SMTP Configuration

{
  "provider": "smtp",
  "host": "smtp.yourdomain.com",
  "port": 587,
  "username": "your-username",
  "password": "your-password",
  "encryption": "tls"
}

Step 3: Create Your First Contact List

1. Navigate to Contacts > Lists
2. Click "Create New List"
3. Enter List Details:
   • List Name: "Test Contacts" or "Newsletter Subscribers"
   • Description: Optional description
4. Add Contacts:
   • Manual Entry: Add individual emails
   • CSV Import: Upload a CSV file with email addresses
   • Sample CSV Format:

     email,first_name,last_name,tags
     test1@example.com,John,Doe,test
     test2@example.com,Jane,Smith,premium

Step 4: Create Email Template

1. Go to Templates > Create New
2. Choose Template Type:
   • Blank Template: Start from scratch
   • Pre-built Template: Use professional templates
3. Design Your Email:
   • Subject Line: "Welcome to Our Service!"
   • HTML Editor: Use WYSIWYG editor or raw HTML
   • Variables: Use {{first_name}} for personalization
4. Save Template: Click "Save as Template"

Sample Welcome Email Template

<!DOCTYPE html>
<html>
<head>
    <meta charset="utf-8">
    <meta name="viewport" content="width=device-width, initial-scale=1">
    <title>Welcome Email</title>
</head>
<body style="font-family: Arial, sans-serif; line-height: 1.6;">
    <div style="max-width: 600px; margin: 0 auto; padding: 20px;">
        <h1 style="color: #333;">Welcome {{first_name}}!</h1>
        <p>Thank you for joining our community. We're excited to have you on board!</p>
        
        <div style="background-color: #f5f5f5; padding: 20px; border-radius: 5px; margin: 20px 0;">
            <h3 style="margin-top: 0;">Getting Started</h3>
            <ul>
                <li>Explore your dashboard</li>
                <li>Complete your profile</li>
                <li>Join our community forum</li>
            </ul>
        </div>
        
        <p>Best regards,<br>The Team</p>
    </div>
</body>
</html>

Step 5: Create and Send Campaign

1. Go to Campaigns > Create New
2. Basic Information:
   • Campaign Name: "Welcome Campaign"
   • Subject: "Welcome to Our Platform!"
3. Select Template: Choose the template you created
4. Select Audience: Choose your contact list
5. Configure Settings:
   • Send Time: Immediately or schedule for later
   • Track Opens: Enable/Disable
   • Track Clicks: Enable/Disable
6. Review and Send:
   • Preview: See how email looks on different devices
   • Test Send: Send test email to yourself
   • Launch: Click "Send Campaign"

Step 6: Monitor Campaign Performance

1. Go to Analytics > Campaigns
2. Select Your Campaign
3. View Real-time Metrics:
   • Delivery Rate: Percentage of emails delivered
   • Open Rate: Percentage of emails opened
   • Click Rate: Percentage of links clicked
   • Bounce Rate: Percentage of failed deliveries
4. Track Individual Opens/Clicks: See which contacts engaged

Quick API Test

If you're a developer, test the API immediately:

# Trigger campaign sending via API
curl -X POST https://mails.nssoftwaresolutions.in/api/campaigns/YOUR_CAMPAIGN_ID/send \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json"

Common First Campaign Examples

Welcome Campaign

• Purpose: Onboard new users
• Template: Welcome email with next steps
• Timing: Immediately after signup
• Metrics: Track open rate and link clicks

Newsletter

• Purpose: Regular updates to subscribers
• Template: Newsletter layout with multiple sections
• Timing: Weekly or monthly
• Metrics: Track engagement over time

Promotional Campaign

• Purpose: Announce sale or promotion
• Template: Eye-catching design with call-to-action
• Timing: Time-sensitive (e.g., Black Friday)
• Metrics: Track conversion rate

Troubleshooting Common Issues

Emails Not Sending

1. Check provider credentials
2. Verify sender email is verified
3. Check spam folder
4. Review email content for spam triggers

Low Open Rates

1. Test subject lines
2. Send at optimal times
3. Segment your audience
4. Personalize emails

Templates Not Rendering

1. Test in multiple email clients
2. Use inline CSS
3. Check responsive design
4. Test on mobile devices

Next Steps

After your first successful campaign:

1. Explore Advanced Features: A/B testing, automation workflows
2. Set Up Automation: Welcome sequences, abandoned cart emails
3. Integrate with Apps: Connect to your CRM or e-commerce platform
4. Analyze Performance: Use analytics to optimize future campaigns

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Need Help? Check our Troubleshooting Guide or contact support through the platform.

FlowCampaign makes it easy to get started with email marketing. In just a few minutes, you can be sending professional emails to your audience.