From new customer to pro: A guide to getting started smoothly"

Getting started with a new platform for email and SMS communication can feel overwhelming, but with the right guidance, you can quickly become an expert. This article takes you step-by-step from being a new customer to becoming proficient in our platform.

We'll cover how to get started, how to create a smooth and seamless workflow, and also share other tips and tricks within the platform. By the end of this guide, you'll be a ready-to-go expert, equipped to use the various features and tools in our platform to create effective, personalized, and engaging campaigns. Let's get started!

Integrate your systems

Before you start sending messages, we recommend integrating your existing systems with our platform. This ensures smooth data transfer and provides you with a comprehensive view of your customers. Our platform offers easy integration with a variety of systems and tools, making the process both simple and effective.

This step is not necessary as a first step, but we recommend it if you are using external systems.

Here you can find all our guides where we walk through step-by-step how to integrate your systems > 

We are a platform that receives data; you cannot manipulate it within your Rule account. If you find discrepancies in how data is coming in, you should contact the external system.

Settings for Deliverability

To ensure your messages reach recipients' inboxes, it's crucial to have the right settings for deliverability. Our platform offers advanced tools to monitor and optimize deliverability, including managing bounces, unsubscribes, and spam filters.

How to do this?

At your domain provider, such as Loopia or, you need to add various records to verify that you have permission to send emails from Rule. If you're unable to do this yourself, please contact your domain provider for assistance.

Here's our guide on setting up DNS settings step-by-step >

Import subscribers

To start creating and sending campaigns, you first need some recipients. Therefore, you begin by uploading your subscribers. With Rule, you can import all your existing subscribers. To import your subscribers, you'll need your customers' basic information, such as names and email addresses. If you don't already have a ready file, we recommend creating one in Microsoft Excel or Google Sheets and saving it as a CSV or XLS file.

Here's our guide on how to import your subscribers step-by-step >


Create Your First Campaign

Now it's time to create your first campaign! Our platform offers a user-friendly drag-and-drop editor that makes it easy to design professional and engaging campaigns. Remember to tailor your content to your audience and include a clear call-to-action to encourage interaction.


  1. Write engaging and relevant content: Start with a compelling headline that grabs the recipient's attention.
  2. Use clear and concise text: Avoid long paragraphs and focus on the essentials.
  3. Include a clear Call to Action (CTA): Guide the recipient to the next step (e.g., "Buy Now", "Learn More").


  1. Visually appealing design: Ensure the campaign has a clean and professional design.
  2. Use images and graphics that support the message: Avoid excessive use that may distract.
  3. Optimize for mobile: Many recipients will read it on their mobile devices.

Timing and Frequency

  1. Optimal sending time: Send emails when recipients are most likely to open and read them.
  2. Avoid excessive frequency: Don't send too many emails to recipients. Find a balance to avoid overwhelming them.

Here's our guide to help you create your first campaign > 

Create your first automation

To maximize efficiency and save time, you can create automated messages that are sent based on specific triggers or behaviors. This could range from welcome emails to birthday greetings or reminders for abandoned carts. Our platform offers advanced tools for creating and managing automations, making it easy to scale up your communication efforts.

Here's our guide on setting up your first automation > 

We also have a video guide that you can watch below:

Next Steps

Congratulations, you've come a long way on your journey from new customer to pro! But learning never stops, and there are always new ways to optimize and improve your email and SMS communication. Keep experimenting with different strategies, analyze the results, and tailor your communication to meet your goals and expectations.

  1. Keep learning: Join our webinars and training sessions to stay updated on the latest trends and best practices. We also have plenty of blog posts you can read here to stay inspired!
  2. Analyze and adjust: Use our advanced analytics tools to track campaign results and fine-tune your strategy.
  3. Customer Support: Don't hesitate to contact our customer support if you need assistance or have any questions.

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