{% include '_head.html' %}
{% include '_product_mark.html' %}
Set up {{ product.name }}
A few quick steps and you're ready
    {% for s in steps %}
  1. {{ loop.index }}{{ s }}
    2. {% endfor %}
{% for cat, msg in get_flashed_messages(with_categories=true) %}
{{ msg }}
{% endfor %} {% if step == 1 %}

Create Your Login

You'll use this to sign in. You can add other people's logins later.

At least 8 characters

{% elif step == 2 %}

Have a setup pack?

If someone gave you a {{ product.name }} setup file, load it here to skip most of the setup.

Just Exploring?

Load an example company with sample people, data and automations to see how {{ product.name }} works. Its emails are simulated and stay inside the app.

Your Company

All schedules use this time.

No automated emails on these days.

Optional.

A sentence or two about your company's tone.

{% elif step == 3 %}

Who sends and receives emails?

Add the people involved. You need at least two: someone who sends, and someone who receives and replies.

{% for key, r in roles.items() %} {% endfor %} {% for i in range(2) %} {% endfor %}
NameJob titleEmail address
Back
{% elif step == 4 %}

Connect Email Accounts

Each person's emails are sent from their real account. You can skip this for now and use simulated email to try things out.

    {% for key, r in roles.items() %}
  • {{ r.name }}{{ r.email }}
    {% if status[key].connected %}{{ status[key].label.split(' / ')[0] }} {% else %}{{ 'Simulated' if status[key].provider == 'local' else 'Not connected' }}{% endif %} {{ 'Manage' if status[key].connected else 'Connect' }}
    • {% endfor %}

After connecting someone, use your browser's back button to return here.

Back Continue
{% elif step == 5 %}

Choose Your Automations

Pick what you'd like to switch on. You can change any of these later, or create your own.

{% for t in library %} {% set have = existing.get(t.key) %}
{% if not have %}
{% endif %}
{% endfor %}
Back
{% elif step == 6 %}

Send Yourself a Test

Check that emails arrive and look right. This doesn't start any automation.

That's It

Your automations run by themselves from now on. The Home page shows what's coming up, and anything that needs you appears under Approvals.

Back
{% endif %} {% if step > 1 %}

Skip to the end

{% endif %}