Setting up your account

Article author
Kirk Bentley
  • Updated

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 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.

  • 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 3 steps to activate your WordFly account.


#1  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 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 ↓



#2  Make Sure You Reach the Inbox

These tasks are critical for building your sending reputation and getting your emails delivered.

  1. Warm up your IP address. DO NOT SKIP THIS STEP.
    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 after completing step #4 below.

  2. Check with your IT admin to see if you have a DMARC policy on your domain. DO NOT SKIP THIS STEP.
    • If YES, you must contact us to set up your custom DKIM (required).
    • If NO, please skip to step #3 below. 

Learn more ↓



#3  Schedule Meeting To Activate Your Account For Sending (Required)

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

Schedule a time below with your assigned Customer Experience team member. We will make sure all the steps have been completed correctly and that your WordFly account is ready to begin the IP warmup plan. 

Choose your assigned WordFly representative. 

Miguel Panayotty →

Bryan Garcia →

Not sure who to schedule the meeting with? 
Search your inbox for “Getting Started: Organization Name”





Account Setup Resources


Deliverability Resources


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