Getting Started
Welcome to Mailneo! This guide will walk you through setting up your account and launching your first email campaign. Follow these steps to get started quickly.
1. Create Your Account
Sign Up Process
- Visit the signup page and enter your email and password (minimum 8 characters).
- You'll automatically start with a 3-day free trial of all features.
- Alternatively, sign up with Google for one-click registration.
Verify Your Email
- Check your inbox for a verification email (valid for 24 hours).
- Click the verification link to activate your account.
- If the link expires, request a new one from the banner in your dashboard.
2. Connect Your Email Account
To send campaigns, you need to connect at least one email account. Mailneo supports multiple providers:
Gmail
Connect via OAuth with one click. Supports full sync for unified inbox.
Microsoft Outlook
Connect via Microsoft OAuth. Works with Office 365 and personal accounts.
SMTP/IMAP
Connect any email provider using SMTP credentials. Supports custom mail servers.
Improve Deliverability
- Configure SPF, DKIM, and DMARC records on your domain.
- Gradually increase your sending volume with new accounts.
- Monitor Domain Health in Analytics to track deliverability signals.
3. Import Your Contacts
Build your audience by importing contacts or adding them manually.
CSV Import
- Upload a CSV file with your contacts (email column required).
- Map columns to fields: name, company, phone, custom fields.
- Preview data before import to ensure correct mapping.
- Apply tags during import for easy organization.
Custom Fields & Tags
- Create custom fields (text, number, date, select) for any attribute.
- Use tags to group contacts by lifecycle stage or interest.
- Build dynamic filters with AND/OR logic for precise segments.
4. Create Your First Campaign
Campaigns are the core of Mailneo. Create single emails or multi-step sequences.
Step 1: Select Recipients
Choose from your contact lists, apply tag filters, or use saved segments. Up to 1,000 recipients per batch.
Step 2: Compose Your Email
- Write your subject line and email body using the rich text editor.
- Add personalization with variables like
{{firstName}}or{{company}}. - Use the AI assistant to generate subject lines and content.
Step 3: Add Follow-ups (Optional)
Create multi-step sequences with delays (days, hours, minutes) between emails. Set conditions to stop follow-ups on reply, click, or unsubscribe.
Step 4: Schedule & Send
- Send immediately or schedule for a specific date/time.
- Set sending windows to respect recipient time zones.
- Configure batch size and rate limiting to protect deliverability.
5. Track Results & Optimize
Monitor your campaign performance with real-time analytics.
Key Metrics
- Opens, clicks, and click-to-open rate
- Bounces, complaints, and unsubscribes
- Device and geographic breakdown
- Link performance analysis
A/B Testing
- Test subject lines, content, or send times
- Set sample sizes for statistical significance
- Auto-select winners based on open or click rate
Domain Health Monitoring
Check your sender reputation, authentication status (SPF, DKIM, DMARC), and blacklist presence. Get actionable recommendations to improve deliverability.
Next Steps
Set Up Automations
Build visual workflows to automatically engage subscribers based on triggers like signups, purchases, or email opens.
Create Templates
Build reusable email templates with personalization variables and consistent branding.
Launch Newsletters
Create newsletter lists with signup forms, double opt-in, and drip sequences.
Connect Integrations
Sync with Google Sheets, Notion, Zapier, Shopify, and 20+ other tools.
Need Help?
If you have questions or run into issues, check the specific documentation pages for detailed guides. For additional support, reach out to our team.