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Follow this checklist to get MailerPath fully operational. Each step depends on the previous one, so work through them in order.

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Step 1: Sign up and verify your account

Create your MailerPath account and confirm your email address before accessing any protected routes.

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Step 2: Complete your brand profile

Set up your company name and brand colours before anything else. This ensures every email looks on-brand from the first send.
  • Go to Settings → Brand and sender.
  • Set your company name and brand colours.
  • Add your logo URL if available.
See Brand and sender settings.

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Step 3: Verify your sending domain

Every email send requires a verified domain. Set this up before creating templates or campaigns.
  • Go to Settings and add your sending domain.
  • Copy the generated SPF and DKIM records into your DNS provider.
  • Trigger verification and confirm the domain shows as verified.
For a full walkthrough, see Sender domain verification.

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Step 3: Configure sender identity

Set the from name and email address that recipients will see.
  • Set from_name and from_address in Brand and sender settings.
  • Set reply_to if you want replies to go to a different address.
  • Set support_email for template footer references.
See Brand and sender settings.

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Step 4: Import your first contacts

Import at least a small sample of contacts before sending any campaign or testing workflows.
  • Prepare a CSV with at minimum an email column.
  • Import via the Contacts section or POST /client/contacts/bulk/csv.
  • Verify contacts appear with correct subscription state.
See Contacts.

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Step 5: Create a template

You need at least one template to send any email.
  • Create a transactional template for verification or welcome sends.
  • Add at minimum {{firstName}} and {{unsubscribeUrl}} variables.
  • Preview the template with a real contact to confirm variable rendering.
See Templates and personalization.

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Step 6: Send your first transactional email

Confirm the full send path works before launching campaigns or workflows.
  • Call POST /client/send with your API key, a template ID, and a real recipient email.
  • Check the sent email record for delivered status.
  • Open the email in your inbox to confirm it looks correct.
See Transactional send.

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Step 7: Create an API key

You need an enabled API key to send events and trigger workflow automation.
  • Go to Settings → API keys.
  • Create a new key and copy it immediately (it is only shown once).
  • Confirm the key status is enabled.
See API keys.

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Step 8: Send your first event

Events power tags, contact journeys, and workflow triggers.
  • Send a signup event for a test contact using your API key.
  • Verify the event appears in the contact journey timeline.
  • Confirm the expected tags were assigned (Lead, New Signup, Onboarding).
See How to send events.

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Step 9: Enable and test a workflow

With a verified domain, contacts, templates, and events in place, you are ready to run a workflow.
  • Go to Workflows and find the Welcome Emails workflow.
  • Confirm the workflow template is ready and linked.
  • Send a signup event for a new contact and confirm a workflow execution is triggered.
  • Check the contact journey for the workflow_execution entry.
See Workflows overview.

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Step 10: Launch your first campaign

  • Create a campaign using a campaign template.
  • Choose audience mode: start with tags or contacts for a predictable recipient set.
  • Run send-preview and confirm the recipient count.
  • Launch and monitor delivery in campaign analytics.
See Campaigns and Campaign analytics.
Once all 10 steps are complete, your account is fully operational for transactional sends, event-driven workflows, and broadcast campaigns.