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Getting started

Setup checklist

2 min read
Explain it simply with: ChatGPT Claude Perplexity Gemini Grok

Work in this order and no step will block the next. For each one we tell you exactly where to go in your dashboard.

From an empty account to your first sale

  1. Set up your account. Settings → Account details. Add your name and set your time zone, because scheduled emails and automations run on it. See Account settings.

  2. Create your first product. Products → Create product. Pick the type that matches what you sell: course, ebook, downloads, coaching, community, newsletter, podcast or lead magnet. Build the content first; you’ll deal with the price later.

  3. Price it with an offer. Products → Offers → New offer. An offer is a single price that unlocks a bundle of your products and communities, and its checkout link is what you send to customers. One purchase gives access to everything inside. Offers can be one-off or recurring.

  4. Connect payments. Sales → Payments. Connect Stripe or PayPal and your customers can pay by card, Apple Pay, Google Pay or PayPal, straight into your account. Until this step is done, nothing can be sold. See How to accept payments.

  5. Build a page that sells. Website → Landing pages for a single sales page, or Pages for your website. While you’re there, set up your Header and footer and choose a Theme. Publish when the page is ready.

  6. Point your domain at it. Settings → Domain. Your pages will then run on your own address instead of the default one. Give DNS time to propagate. Full details in Connecting your own domain.

  7. Start collecting contacts. Contacts → All contacts. Add a form to your published page and visitors will join your list. You can also import a list you already have.

  8. Set up sending before your first email. Settings → Marketing settings for your postal address and logo, and the Domain page for your sender identity. Your deliverability depends on it. See Email sending settings.

  9. Send your first campaign. Marketing → Email campaigns. We walk through it step by step in Sending your first campaign.

  10. Watch your first sale land. It appears in Sales → Orders, in the Recent activity panel on your Dashboard and in the notification bell, and by email if you have new-sale notifications switched on.

Then check your numbers

Analytics → Overview, plus the cards on your Dashboard. We explain exactly what they show in Dashboard overview.