Setting up your account... for Altru users

Article author
Kirk Bentley
  • Updated

Hi there!

We’re excited to help you start sending beautiful and effective emails with WordFly! This guide will walk you through setting up your account, integrating with Altru, and preparing for your first campaign.

The Altru integration requires some Altru knowledge to set up the environment. Please follow each step carefully.

 

#01 // Account Setup

 

  1. Access Your Account
      • Your Account Owner should have received login credentials via email.
      • If you need access, contact your Account Owner or email us for assistance.
  2. Set Up Payment
  3. Configure Your Account
    Log into WordFly, go to the Account section, and complete these steps:

      • Fill out your Organization Info
      • Select your Email Pricing Plan
      • Set up 2FA verification (email or SMS) for all account users
      • Add From/Reply addresses, Google Analytics, branding, and fonts
      • Create your signup form, unsubscribe, preferences, and forward to a friend pages
      • Import unsubscribes from your previous ESP

See resources ↓

 

#02 // Altru Integration

 

  1. Connect WordFly to Altru
      • Connect WordFly application to your Altru environment
      • Set up WordFly–Altru service user
      • Set up WordFly–Altru queries
      • Set up WordFly–Altru responses
    Follow these steps →

  2. Authorize WordFly to access Altru

      • Log into WordFly
      • Authorize WordFly to access Altru data from your user profile page
    Follow these steps →

 

#03 // Test the Integration

 

  1. Send or schedule a test campaign
  2. Ensure that data flows seamlessly between WordFly and Altru
    Note: Email responses can take up to 30 minutes to appear in Altru
  3. Verify you’re seeing data from WordFly where expected

If you’re not seeing responses, follow our troubleshooting guide.

 

 

#04 // Email Authentication and IP Warmup

REQUIRED. These steps are crucial for building your sender reputation and ensuring email deliverability.

  1. Publish the DKIM record provided by WordFly
    See the Getting Started email we sent.

  2. Publish your DMARC record according to our instructions

  3. Warm up your IP address

    • If you have over 20,000 email addresses, start sending slowly to avoid harming your sender reputation
    • Follow our IP warmup guide for detailed instructions


See resources ↓

 

#05 // Schedule Account Review Meeting

REQUIRED. You cannot send email through WordFly until you attend your account review.

  1. Schedule a time with your assigned Customer Experience team member

  2. During this meeting, we’ll ensure all steps are completed correctly and your account is ready for the IP warmup plan.

 

Final Notes

  • Remember to complete all steps before attempting to send emails.
  • If you have questions at any point, don’t hesitate to reach out to our support team.

We look forward to helping you launch successful email campaigns with WordFly and Altru!

 

 

Resources

 

Account Setup Resources

 

Deliverability Resources

 

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