Getting Started

This walkthrough takes you from a fresh account to a launched campaign: verify your email, connect a sending account, import contacts, build the sequence, and press launch. Each step links to the full guide when you want depth.

By the end you will have:

• a verified account and a connected email account
• contacts imported from a CSV
• a campaign built, tested, and launched

1. Create and verify your account

• Sign up with your name, email, and a password of at least 12 characters — or one click with Signup with Google. Every new account starts a 3-day free trial of the full product.
• Click the verification link in your inbox (valid 24 hours). If it lapses, the amber dashboard banner has a Resend Email button.

More detail: Accounts & authentication.

2. Connect an email account

Campaigns send from your own mailbox, so this step is a prerequisite for everything else. Go to Email Accounts → Add Email Account and pick a tab:

• Gmail or Outlook — one-click OAuth; Mailneo never sees your password.
• SMTP — any other provider, with presets for AWS SES, SendGrid, Mailgun, Brevo, Postmark, Resend, and SMTP.com. Add the optional IMAP credentials if you want inbox sync and bounce capture.

3. Import your contacts

Go to Contacts → Importand drop in a CSV (up to 10 MB / 50,000 rows) or paste rows straight from a spreadsheet. Columns auto-map by header name; anything else can become a custom field during the import. The results screen reports exactly what was imported, skipped as duplicate, or invalid.

Full detail: Contacts & import.

4. Build your first campaign

Click Campaigns → Create Campaign. The builder walks three steps and autosaves as you go:

1. Sequence— write the first email, add follow-ups with delays, and pick the sending account in the editor's Sender panel. Personalize with variables like {{firstName}}, keep Stop on reply on, and set your sending hours. Sequence guide.
2. Leads — pull in the contacts you imported from the Existing Leads tab, or upload a CSV just for this campaign. Duplicates are skipped automatically. Leads guide.
3. Launch — complete the pre-launch checklist, send yourself a test (it arrives with a [TEST] prefix), then Launch Now or Schedule Campaign. Launch guide.

5. Watch it run

The Launch step's monitoring dashboard updates live — sent counts, delivery rate, and a per-recipient status table. Account- wide trends, link performance, and send-time analysis live in Analytics. Replies arrive in the Unified Inbox (Professional plan and up).

Where to go next