Your first week checklist

Most teams are fully running within a week. Work through these in order.

1. Name your workspace and set its time zone in Settings, Workspace. Scheduled sends and shifts use it.
2. Add your mailing address in Data, Compliance. Email campaigns need it by law.
3. Connect an email sender in Email senders and a texting number in Phone. Until then, campaigns run as a dry run.
4. Import your contacts or voter file and build a few segments.
5. Set your brand kit in Studio.
6. Connect your social accounts in Social and your Meta ad account in Ads.
7. Invite your team, and turn on two step sign in for yourself.

Stuck on a step? Ask WoodX AI at the top of Help, or contact support.