Setting up your account... for Centaman Users

Hi there!

We’re excited to help you send great looking and effective emails on WordFly! 

This guide has everything you need to set up your account, integrate with Centaman and get started. When you’re done with these steps, reply to the "Getting Started" email we sent you. Your Account Manager will meet with you to make sure your account is ready to go.

• Centaman Integration
• Account Setup
• Make Sure You Reach the Inbox
• Schedule Account Review

Questions? We have answers. If you need help anywhere along the way, just email us or reply to the “Getting Started” email we sent.

Let’s Go!

Follow these 4 steps to activate your WordFly account and integrate with Centaman.

#1  Centaman Integration

Please contact your Centaman Account Manager for details on integrating with WordFly. Centaman will work with you to configure the WordFly integration and will contact us directly for testing. Once everything is tested and working, we will let you know in your onboarding ticket.

Learn more about the integration ↓

#2  Account Setup

Your WordFly account is already open, and we have emailed login credentials to your Primary Account holder. Didn’t get the email? Check your spam folder for an email from buzz@wordfly.com. Email us if you need help. Reach out to the Primary Account holder if you need a user account or aren’t sure if you have one.

All set? Log in, go to the Account section, and complete the steps below.
You must complete these steps before you can send email.

1. Fill out your Organization Info
   
   
2. Select your Email Pricing Plan
   
   
3. Add From/Reply addresses, Google Analytics, branding, fonts
   
   
4. Create your signup form, unsubscribe, preferences, and forward to a friend page
   
   
5. Import unsubscribes from your previous ESP

Learn more about these steps ↓

#3  Make Sure You Reach the Inbox

You’re almost done, but this a really important step. Don’t skip it!

1. Warm up your IP address.
   If you have more than 20,000 email addresses, you’ll need to start sending slowly. If you send to all your addresses at once, you’ll harm your sender reputation and have trouble getting your emails delivered. Follow the sample IP warmup plan.
2. Decide if you want to publish a custom DKIM and/or DMARC record.
   Optional, but might be right for your organization.

Learn more about these steps ↓

#4  Schedule Account Review

All done?

Let us know by replying to the “Getting Started” email we sent you. Your Account Manager will schedule time to make sure everything is set up correctly. Can’t find the email?
Search your inbox for “Getting Started: Organization Name”

Resources

Centaman Integration Training

Video

Centaman Integration training (hosted by Centaman)

Creating your lists and data

Before you can send your email with WordFly, take a moment to review the different list creation techniques and tools available in Centaman.

Create a list query

Importing your lists

Now that your data is ready, you can log into WordFly and import directly from Centaman.

Import your Centaman list

Verify your email responses in Centaman

WordFly sends back valuable reporting data to Centaman after you hit send. Double-check the data is successfully reaching Centaman.

Test a Centaman list campaign

Other Centaman features

Automated campaigns (get started)

Guide to automation

Account Setup Resources

Deliverability Resources

Start Using WordFly