Setting up your account... for Altru users

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
   • • Before sending emails, your Account Owner must log into our payment site and set up the monthly payment method.
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 // Set up service user
   • • Connect WordFly application to your Altru environment
     • Authorize an Altru user in WordFly
     • Select the Altru service user in WordFly
   Follow these steps →
   
   
2. Set up WordFly-Altru queries
   • • Set up a query category in Altru
     • Set up an “Ad-hoc query” in Altru
     • Enter “Ad-hoc query name” in WordFly
   Follow these steps →
   
   
3. Set up WordFly-Altru responses
   
   • • Set up a response category in Altru
     • Set up responses in Altru
   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, double-check these steps.

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

Resources

Account Setup Resources

Deliverability Resources

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