Skip to content
View Categories

Getting started

16 articles

Welcome: how to get started with Autorespond

Last Updated: October 6, 2026

Your Autorespond environment is ready. This is how to get started: the route in thirteen steps, from logging in to going live on your own domain.

Step 1: logging in and finding your way

Last Updated: October 6, 2026

Where you log in, what you find where in your admin environment, and when to switch on two-factor authentication.

Step 2: setting up your business details and sender

Last Updated: October 6, 2026

Business name, address and logo in your CRM, and the sender and reply-to address of your emails. Required under every email and good for delivery.

Step 3: your sending domain and good delivery

Last Updated: October 6, 2026

Sending email from your own domain, with SPF, DKIM and DMARC set up correctly. What we do, what you do, and how to build up your sending calmly.

Step 4: moving your contacts across

Last Updated: October 6, 2026

Exporting your contact list from your previous system and importing it into Autorespond, with lists, tags and the right status.

Step 5: your first sign-up form

Last Updated: October 6, 2026

Building a sign-up form with double opt-in and a consent checkbox, connecting it to your CRM and placing it on your website.

Step 6: your first automation, a welcome series

Last Updated: October 6, 2026

An automatic welcome series of three emails for new sign-ups: choosing a trigger, adding emails and waits, and testing safely.

Step 7: sending your first newsletter

Last Updated: October 6, 2026

Writing a newsletter, choosing the right contacts, testing, scheduling and looking at the results afterwards.

Step 8: selling your first product

Last Updated: October 6, 2026

Selling your first product with Autorespond: connecting Mollie, setting up invoice details, a product with its own checkout and an automatic follow-up after the purchase.

Step 9: your website and the modules

Last Updated: October 6, 2026

Your website in Autorespond: logo, colours, menu and pages, your privacy statement and cookie banner, and the first step in each module.

Step 10: giving your team access

Last Updated: October 6, 2026

Giving your assistant or colleague their own account with the right role: ARadmin for yourself, Editor for your VA. With two-factor authentication and removing access.

Step 11: going live on your own domain

Last Updated: October 6, 2026

From trial environment to your own domain: choosing a subdomain, ordering your plan, the DNS, the go-live checklist and switching on two-factor authentication.

Step 12: your subscription, usage and invoices

Last Updated: October 6, 2026

How your subscription works: your plan, what is included, what usage above that costs, and where you see your usage and invoices.

Step 13: getting help

Last Updated: October 6, 2026

Where to go with questions: support tickets, this documentation, and our services if you would rather hand it over.

Migration checklist: what to gather before we start

Last Updated: September 18, 2026

Migration is included and we do the work. What speeds it up most is having these things ready before we...

Connecting your own AI assistant

Last Updated: September 18, 2026

Your platform exposes an MCP endpoint, which lets an AI assistant work with your CRM, your project boards, your help...

Discover Autorespond Fourteen days free
Start free