Set up your account

After confirming your email address and signing in, follow these steps.

1. Complete your company details

If you have a paid account, complete your company details before adding a sending domain. These details are not required for sending during your 14-day trial. Checkout asks for any missing billing details when you buy a plan.

1. Open Settings > Billing > Company information

   The counter shows how many required fields are complete.

2. Enter your company and address details

   Add your company name, business email, website and billing address. For Türkiye, also complete District, Tax office and Tax number. For other countries, enter your Postal code and tick I do not have a VAT number if this applies.

3. Enter your invoice email addresses

   Choose where invoices should be sent (separate multiple addresses with commas).

4. Click Save changes

   Check the counter for any required fields still missing.

For details, see Manage company and billing details.

2. Get ready to send

The Dashboard shows a setup checklist until your account has contacts and a campaign. For your first send, follow this order:

1. Add your sending domain. Open Settings in the left-hand menu and follow Add a sending domain.
2. Import your contacts. Click Add contacts to upload a CSV file or add contacts manually. See Create your first list.
3. Create your first campaign. Click New campaign and follow Send your first campaign.
4. View your reports. After sending, follow Read a campaign report to check the results.

3. Fill in your profile

Open the account menu at the bottom left and choose My profile. Update your first name, last name and interface language, then save.

The same menu lets you choose the System, Light or Dark theme and Sign out. For password settings, see Manage your profile and security.

4. Invite your team

If others will use the account with you, open Settings > Users.

1. Click Invite user

   Enter the person's email address and choose Admin, Editor or Restricted.

2. Click Send invite

   The person appears as Invited until they create a password. Existing MailGraf users join with their current sign-in details.

If you cannot see Users, ask an owner or admin to send the invitation. For role details, see Manage users and roles.