Getting started
Setting up your account, your first client, and finding your way around the dashboard.
Your first login: agency account or your own account
The agency wizard is admin-only. On your own account there is no adding a client: your account is the client, and the first screen walks you through domain, brand, subscribers, and your first email.
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Finding your way around
The menu has five groups, plus pages above them and one below them, gated by whether you are an agency administrator. Clevi and Clevi settings are two different screens with near-identical names, in different groups.
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Checklist before your first campaign
Five checks before your first real send: the sender address, the recipient counter, the phone-and-computer test, the physical address in the footer, and ramping up on a larger list.
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