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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

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.