Setting up your account and adding your first client
ClevMail is built for agencies and brands that send newsletters for several clients or several brands from one place. The first time you sign in, you go through a three-step setup wizard.
Step 1: your agency name
Enter your agency name. This name shows up later in reports and can be used as a reference in the emails you send to clients.
Step 2: your first client
Add your first client's name and pick their industry: Travel and hospitality, E-Commerce, Health and wellness, or IT and technology. The industry adjusts the tone of the AI content suggestions for that client.
You can skip this step (Skip for now) and add the client later from the Clients section, without losing your agency setup.
Step 3: ready to work
Once the client is created, you're taken straight to the dashboard. From there you pick the client in the header selector and get access to Subscribers, Campaigns, Automations, Analytics, and Settings for that client.
- Import your existing subscriber list (CSV), or add your first subscribers by hand
- Fill in Email Sending under Settings: the sender name and address
- Create your first campaign draft, or let AI generate one for you
Articles in the same category
- How to navigate the dashboard: clients, menu, and quick actions
What the client selector in the header does, the sections in the side menu, and what to do if you see the No client selected message.