# Getting started with Warmerly: from signup to your first send > A checklist for the whole Warmerly journey: create your account, use the free mailbox, connect your own mailbox, set up DNS, add leads and launch a campaign. Source: https://warmerly.com/docs/help/getting-started-checklist This is the whole path in order, with a link for each step. You do not have to finish it in one sitting: you can launch on the day you sign up, and warmup keeps working while you do the rest. The **Dashboard** also shows a getting-started card at the top (its headline changes, for example "Welcome to Warmerly") with two steps, connecting your own mailbox and your first campaign. Your free mailbox shows as a finished row, and the steps tick off for you. For the first two days of a mailbox it also shows when its first warmup email went out, with a button to the lead finder. ## 1. Create your account - Go to [warmerly.com](https://warmerly.com) and sign up with your email and a password, or with Google. There is no card and no trial clock on the Free plan. - If you signed up with email, confirm your address from the email we send. Some things wait on this, for example your account's security and notification emails. - The first time in, a short setup wizard runs four steps: **About you** (what you want to do, with a few optional questions), **Audience** (who you want to reach, only if you chose outreach), **Plan** and **Mailbox**. You can skip the questions and connect a mailbox later with **I'll do this later**. The plan step is not skippable, but its one-click **Free** option is the way through. ## 2. Meet your free mailbox Every new account gets one free mailbox, already warming up. Find it on **Accounts** with the **Free gift** badge. It needs no domain and no DNS, and it does not count against your plan. It warms up and can be used for replies and tests. After 14 days of warmup it can also send a small first campaign, up to 3 emails a day. Details: [How do I get a free sending mailbox?](https://warmerly.com/docs/help/free-sending-mailbox). ## 3. Connect your own mailbox To send campaigns, connect the address you will send from. Go to **Accounts** and click **Add**. - **Microsoft 365 or Outlook:** one-click sign-in. - **Gmail or Google Workspace:** a Google app password. See [Connecting a mailbox](https://warmerly.com/docs/guides/mailbox-connection). - **Any other provider:** IMAP and SMTP details. - **No mailbox yet, or want fewer moving parts:** let Warmerly host one with OneMail, which sends to verified addresses. See [OneMail](https://warmerly.com/docs/help/onemail-mailboxes). **Warmup starts automatically as soon as it is connected.** Keep it on, before and after you start sending. See [How warmup works](https://warmerly.com/docs/how-warmup-works). If a mailbox later needs attention, see [Reconnect a mailbox](https://warmerly.com/docs/help/reconnect-mailbox). ## 4. Set up your domain's DNS Email providers trust a domain that proves it sent the message. On your domain's DNS, publish: - **DKIM:** [Setting up DKIM](https://warmerly.com/docs/guides/dkim) (with click-by-click pages for Cloudflare, GoDaddy, IONOS and Namecheap). - **SPF and DMARC:** [SPF & DMARC records](https://warmerly.com/docs/guides/spf-dmarc). - Optional, later: a [custom tracking domain](https://warmerly.com/docs/guides/custom-tracking-domain). If you used OneMail, this is done for you. ## 5. Check that it is working Open **Dashboard** and read the health score and inbox placement. A new mailbox shows a first-run panel until warmup has sent something, which is normal: see [Dashboard overview](https://warmerly.com/docs/help/dashboard-overview). For a direct answer on whether mail reaches the inbox, run a placement test from **Accounts**, open the mailbox, then the **Health** tab and **Run new test**. The first 14 days are a mailbox's warming period, and warmup volume keeps rising until about day 30. A brand-new domain can take longer. ## 6. Get your leads You can do this while warmup runs. - **Lead finder** (sidebar **Prospecting**): search Warmerly's database and add leads to a campaign. - **Import a CSV** into a campaign: [How do I import leads from a CSV?](https://warmerly.com/docs/help/import-leads-csv) - **Email finder** and **Email verifier** (also under **Prospecting**) find and check addresses before you send. They use monthly allowances: see [Plans & limits](https://warmerly.com/docs/plans-and-limits). ## 7. Launch your first campaign Open **Campaigns > New campaign** and follow **Audience**, **Sequence** and **Launch**. You do not have to wait for warmup to finish: campaigns on young mailboxes start with a small daily volume that climbs. Campaigns need your own connected mailbox or a OneMail mailbox, not the free one. Read the "Ready to launch?" checks before clicking **Launch now**. Full steps: [How do I launch my first campaign?](https://warmerly.com/docs/help/launch-first-campaign). ## 8. Handle the replies Replies from every mailbox arrive in **Inbox**, auto-sorted as leads, not relevant or spam. To be told the moment a prospect answers, install the [Android app](https://warmerly.com/docs/help/android-app): it sends a push notification for genuine replies and lets you answer from the notification. ## 9. Know your limits **Settings > Usage & limits** shows every monthly allowance and plan limit. Nothing is ever deleted when you reach one. If you need more, **Settings > Billing** is where you change plan, and you can top up some allowances with credits. See [Plans & limits](https://warmerly.com/docs/plans-and-limits) and [Cancel or change plan](https://warmerly.com/docs/help/cancel-or-change-plan). ## 10. Optional extras - **Invite teammates:** **Settings > Workspaces**, then open your workspace. - **More than one brand or client:** **Settings > Workspaces**. See [Workspaces](https://warmerly.com/docs/workspaces). - **Use Warmerly from your AI assistant:** [Connected apps](https://warmerly.com/docs/help/manage-connected-ai-apps). - **Use the API:** [How do I use Warmerly with an API?](https://warmerly.com/docs/help/use-the-api). API access needs the Agency plan. - **Book a free 15-minute setup call:** **Settings > Book a 1:1 setup call**. ## When you are stuck - **Ask Warmi** in the chat button at the bottom right. It can look at your own account when you are signed in, and hand you to a person. See [Warmi](https://warmerly.com/docs/help/warmi-support-assistant). - **Something looks down:** [the status page](https://warmerly.com/docs/help/status-page). - **Words you do not know:** [Glossary](https://warmerly.com/docs/help/glossary). - **A specific problem:** [Troubleshooting](https://warmerly.com/docs/troubleshooting) and the [FAQ](https://warmerly.com/docs/faq). ## Common problems **I skipped the wizard, where do I go now?** Open **Dashboard**. The getting-started card has the same two steps. Or go straight to **Accounts** and **Campaigns**. **Nothing has sent yet.** A new mailbox starts slowly on purpose. If a campaign is live and nothing is going out after a while, work through [A campaign is not sending](https://warmerly.com/docs/troubleshooting#a-campaign-is-not-sending). **I did not get the confirmation email.** Check spam. If it still does not arrive, ask Warmi or email support@warmerly.com. ## Related - [Help Centre](https://warmerly.com/docs/help) - [Dashboard overview](https://warmerly.com/docs/help/dashboard-overview) - [Where do I see what's new?](https://warmerly.com/docs/help/whats-new) ## More in Get started - [Authentication](https://warmerly.com/docs/authentication): How to authenticate requests to the Warmerly API using an X-Api-Key header, where to generate and revoke a… - [Glossary of Warmerly terms](https://warmerly.com/docs/help/glossary): Plain-English definitions of the words used in the Warmerly app: mailbox, OneMail, free (sandbox) mailbox,…