Quick Start

Head to the registration page and sign up with your email address. The free Hobby plan requires no credit card and gives you everything you need to get started.

After confirming your email, you'll land on the workspace setup screen. Give your workspace a name — this can be your company name, a client name, or a project name. You can change it later.

EmailSendX routes your emails through a provider you bring — your AWS SES, SMTP server, Mailgun, SendGrid, or other account. This keeps email costs in your own billing and lets you own your sender reputation.

Go to Workspace Settings → Email Providers → Add Provider and choose your provider type. Below are the steps for Amazon SES, the most commonly used option. For other providers, see Email Providers.

Connecting Amazon SES

1. Open the AWS Console and navigate to IAM → Users → Create user. Name it something like emailsendx-sender.
2. Attach permissions: Choose "Attach policies directly" and either use the managed policy AmazonSESFullAccess or attach an inline policy (see example below).
3. Create SMTP credentials: Under the user's Security credentials tab, scroll to "SMTP credentials" and click Create SMTP credentials. AWS generates a unique SMTP username and password — download or copy these immediately, the password is only shown once.
4. Note your SES region: Check the top-right region selector. Common choices are us-east-1, eu-west-1, or ap-southeast-1. The SMTP endpoint will be email-smtp.[region].amazonaws.com.
5. Enter credentials in EmailSendX: Back in EmailSendX, fill in the provider form with your SMTP endpoint, port (587 for TLS), SMTP username, and SMTP password. Click Test & Save.

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Effect": "Allow",
      "Action": [
        "ses:SendEmail",
        "ses:SendRawEmail",
        "ses:GetSendQuota",
        "ses:GetSendStatistics"
      ],
      "Resource": "*"
    }
  ]
}

Before sending, you need to verify the domain you'll send from (e.g., yourcompany.com). Domain verification involves adding DNS records that prove you own the domain and authorize your email provider to send on your behalf.

The three records you'll need:

• SPF — a TXT record that lists which servers are allowed to send email from your domain.
• DKIM — cryptographic keys that sign outgoing emails so receivers can verify they haven't been tampered with.
• DMARC — a policy that tells receivers what to do if SPF or DKIM checks fail.

Go to Workspace Settings → Sending Domains → Add Domain. EmailSendX will show you exactly which DNS records to add and will verify them automatically once they propagate (usually within minutes, up to 48 hours for some DNS providers).

With your domain verified, you're ready to bring in your audience. EmailSendX supports CSV import with flexible field mapping, so you don't need to pre-format your spreadsheet.

Steps to import contacts via CSV

1. Go to Contacts → Import → Upload CSV.
2. Upload your CSV file. The only required column is email. Common optional columns: first_name, last_name.
3. On the mapping screen, drag your CSV column headers to the matching EmailSendX fields. Unmapped columns can be imported as custom fields.
4. Optionally, assign contacts to a list and apply tags during import.
5. Choose what to do with duplicates: skip, update, or merge.
6. Click Start Import. Large imports run in the background — you'll get an email when it completes.

For more on custom fields, contact statuses, and suppression lists, see Managing Contacts.

You're ready to send. Go to Campaigns → New Campaign and follow these steps:

1. Pick a template: Choose a system template or create your own. New templates pick a mode at creation — Visual (block builder, drag and drop) or Code (raw HTML). The two modes are separate workflows; once chosen, a template stays in that mode.
2. Set campaign details: Enter a campaign name (internal), email subject line, from name, and from email address (must use your verified domain).
3. Design your email: Pick a system template or start from scratch. Drag blocks, add your copy, and insert merge tags like {{first_name}} to personalize. The unsubscribe link is automatically added to the footer if not already present.
4. Choose your audience: Select one or more lists or segments to send to. Optionally exclude lists (e.g., exclude "Already purchased").
5. Send a test email: Click Send Test and enter your own email. Review it in your actual inbox — check how it renders on mobile and verify all merge tags resolved correctly.
6. Send or schedule: Click Send Now to send immediately, or Schedule to pick a specific date and time (with optional timezone-per-contact delivery).

You've sent your first campaign — great start! Here are the most common things to explore next:

• Set up automations

  Build welcome sequences, drip campaigns, and event-triggered workflows.

• Explore the API

  Add contacts, trigger automations, and send transactional emails programmatically.

• Create signup forms

  Embed a signup form on your website to grow your list automatically.

• Understand segments

  Use dynamic segments to target the right audience for every campaign.

• Review domain authentication

  Harden your SPF, DKIM, and DMARC for maximum deliverability.

• Invite team members

  Add colleagues with specific roles and manage workspaces.