# Getting Started > **Source**: [SendX](https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g) > >

A quick overview of SendX to help you get oriented, understand the dashboard, and take your first steps with the platform.

## Browse Collection 1. [Getting Started with SendX](https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg.md) (Video) --- # VIDEO: Getting Started with SendX ## METADATA - id: QlkOJJXTFLzC9RrObYHJIg - type: video - source: SendX - content_url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg - collection_url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=0 text: In this video, let's see how to send your first email campaign. - time: 00:08 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=8 text: Let's import the email list. Click on the "Audience" dropdown in the navigation bar. - time: 00:14 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=14 text: Select "Lists" from the dropdown menu. - time: 00:17 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=17 text: Click the "Create List" button on the Lists page. - time: 00:22 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=22 text: Enter the list name in the "List Name" field in the modal. - time: 00:25 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=25 text: You can create single opt-in as well as double opt-in lists. - time: 00:30 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=30 text: Let's choose a single opt-in list for now. - time: 00:33 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=33 text: Click the "Create List" button in the modal. - time: 00:37 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=37 text: To import the email contacts, open the list. - time: 00:41 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=41 text: On the list page, click "Import Contacts." - time: 00:46 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=46 text: In the import section, drag and drop a CSV file or choose a file to upload your contacts. - time: 00:55 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=55 text: Click the "Continue" button in the form to proceed after the CSV upload is complete. - time: 01:03 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=63 text: If the name of the columns in your CSV file matches with your fields in your account, it'll be automatically - time: 01:09 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=69 text: matched. - time: 01:11 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=71 text: You can also map a field manually. - time: 01:14 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=74 text: Select "Choose Mapping" from the dropdown menu for the birthday field. - time: 01:23 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=83 text: You can also create any custom field during the import process itself. - time: 01:29 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=89 text: In the form, type the name of the custom field and choose the correct type. For example, type "birthday_new", - time: 01:35 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=95 text: and you should be able to see all supported data types. - time: 01:39 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=99 text: Click the "Complete" button in the form to finish the mapping process. - time: 01:46 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=106 text: On the main page, click the bell icon in the navigation bar to view notifications. - time: 01:53 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=113 text: As you can see, the contacts have been imported. - time: 01:58 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=118 text: In the navigation bar, click on "Campaigns." - time: 02:02 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=122 text: From the dropdown menu under "Campaigns," - time: 02:04 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=124 text: select "Newsletters." - time: 02:07 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=127 text: Click the "Create Newsletter" button to send a new newsletter. - time: 02:14 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=134 text: Enter the newsletter campaign name in the form field. - time: 02:17 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=137 text: Type the email subject line in the form field. - time: 02:21 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=141 text: You can "Personalize" your subject line. - time: 02:24 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=144 text: Select "First Name" from the personalization - time: 02:26 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=146 text: dropdown menu. - time: 02:31 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=151 text: The subject line now includes a personalized greeting with a fallback option. - time: 02:36 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=156 text: Enter a short preview of your email content in the preview text field. - time: 02:42 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=162 text: Ensure that you've selected the correct sender and click the "Next: Type" button to proceed. - time: 02:49 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=169 text: Select the "Drag & drop editor" option for designing your email. - time: 02:54 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=174 text: Click the "Next: Design" button to continue. - time: 02:59 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=179 text: Choose any template you like, click the "Preview" button to view the email template. - time: 03:12 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=192 text: Click next. - time: 03:13 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=193 text: Click "Next: Content" at the bottom of the design section. - time: 03:19 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=199 text: In the content editor, you can customize the content, add image etc. click on the "Image" option from the - time: 03:26 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=206 text: sidebar. - time: 03:28 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=208 text: Click "Browse" to upload an image in the content editor. - time: 03:34 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=214 text: Click the "Insert" button under the selected image in the file manager. - time: 03:38 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=218 text: You can import image from your computer or search online for images. - time: 03:45 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=225 text: You can also have custom Unsubscribe link added to your email body. If you leave this empty, the default - time: 03:51 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=231 text: unsubscribe - time: 03:52 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=232 text: footer will be used. - time: 03:56 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=236 text: Once you're finished editing the email content, send yourself a test email to see how it looks for your audience. - time: 04:06 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=246 text: In the popup, enter an email address in the field labeled "Press Enter to add email." - time: 04:13 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=253 text: Check the box labeled "Use custom fields of a specific contact" in the popup. - time: 04:19 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=259 text: In the modal, type a contact's name or email in the search field. This will allow you to see how that particular - time: 04:25 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=265 text: person - time: 04:26 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=266 text: see your email. - time: 04:28 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=268 text: Select a contact from the dropdown list in the modal. - time: 04:34 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=274 text: Click the "Send" button in the modal to send the test email. - time: 04:38 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=278 text: Check your inbox and see if the email needs any correction. - time: 04:45 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=285 text: If the preview looks good, click the "Continue" button in the top right corner of the page. - time: 04:51 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=291 text: Let's choose the recipients. - time: 04:55 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=295 text: Select contacts from the dropdown list labeled "Select from available lists, tags or segments." - time: 05:02 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=302 text: In the form, click on "Select from available lists, tags or segments" - time: 05:07 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=307 text: under recipient contacts. - time: 05:09 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=309 text: Type the list name and select the correct list from the drop down. - time: 05:16 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=316 text: Click the "Next: Review & Confirm" button at the bottom of the page. - time: 05:22 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=322 text: You should verify the campaign details before you send it. Click the "Next: Schedule" button once you've cross - time: 05:28 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=328 text: verified the subject, sender, - time: 05:30 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=330 text: etcetera. - time: 05:33 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=333 text: In the schedule form, select "Send now" to immediately send your campaign. - time: 05:40 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=340 text: If you are sending your campaign for the first time, choose "Simple Warmup Mode" to start with 500 contacts - time: 05:46 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=346 text: and grow progressively. - time: 05:51 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=351 text: Click "View Detailed Warmup Plan" to see more information about the warmup strategy. - time: 05:59 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=359 text: Close the detailed warmup plan by clicking the 'X' button in the top right corner. - time: 06:04 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=364 text: In the schedule form, click the "Send" button to finalize and send your campaign. - time: 06:11 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=371 text: In this demo, I'm going to send the campaign immediately. - time: 06:15 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=375 text: Click the send button at the bottom of the schedule page. - time: 06:20 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=380 text: In the confirmation popup, click "Submit" to confirm sending the campaign. - time: 06:27 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=387 text: Once you've confirmed the button, the campaign can't be stopped. - time: 06:38 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=398 text: Once the campaign is sent, you can check the analytics after a few hours. - time: 06:43 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=403 text: Select "Campaigns" from the navigation bar. - time: 06:46 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=406 text: Choose "Newsletters" from the dropdown under "Campaigns." - time: 06:53 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=413 text: Open the campaign you'd like to review. - time: 06:58 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=418 text: In the newsletter details, select the "Performance" tab. - time: 07:05 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=425 text: Here, you'll be able to see the total opens, clicks as well as the unique opens and click. - time: 07:12 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=432 text: You can also see the geolocation of the users, the device they are using, and use this information to optimize the - time: 07:19 url: https://video.sendx.io/9FiuGVhh8wHYw9W1sb088g/QlkOJJXTFLzC9RrObYHJIg?start_time=439 text: campaigns. ## SUMMARY # How to Send Your First Email Campaign In this guide, we will walk you through the steps to send your first email campaign. Follow these instructions to successfully import your email list and create a newsletter campaign. ## Step 1: Import the Email List 1. Click on the audience drop-down in the navigation bar. 2. Select "Lists" from the drop-down menu. 3. Click the "Create List" button on the lists page. 4. Enter the list name in the list name field in the modal. 5. Choose a single opt-in list for now and click the "Create List" button in the modal. 6. To import the email contacts, open the list and click "Import Contacts". 7. In the import section, drag and drop a CSV file or choose a file to upload your contacts. 8. Click the "Continue" button in the form to proceed after the CSV upload is complete. 9. Map fields manually if necessary, and create any custom fields during the import process. 10. Click the "Complete" button in the form to finish the mapping process. ## Step 2: Create and Send a Newsletter 1. In the navigation bar, click on "Campaigns". 2. Select "Newsletters" from the drop-down menu under campaigns. 3. Click the "Create Newsletter" button to send a new newsletter. 4. Enter the newsletter campaign name and email subject line in the form fields. 5. Personalize your subject line by selecting "First Name" from the personalization drop-down menu. 6. Enter a short preview of your email content in the preview text field. 7. Select the correct sender and click the "Next Type" button to proceed. 8. Select the drag and drop editor option for designing your email and click the "Next Design" button. 9. Choose any template you like and click the "Preview" button to view the email template. 10. Customize the content in the content editor, add images, and insert them as needed. 11. Send yourself a test email to see how it looks for your audience. 12. Check your inbox and make any necessary corrections. 13. If the preview looks good, click the "Continue" button in the top right corner of the page. ## Step 3: Choose Recipients and Send the Campaign 1. Select contacts from the drop-down list labeled "Select from available lists, tags or segments". 2. Type the list name and select the recipient. 3. Click the "Next Review and Confirm" button at the bottom of the page. 4. Verify the campaign details before sending. 5. Click the "Next Schedule" button once you've cross-verified the subject, sender, etc. 6. In the schedule form, select "Send Now" to immediately send your campaign. 7. Choose "Simple Warm-up Mode" if sending for the first time to start with 500 contacts. 8. Click the "Send" button to finalize and send your campaign. 9. In the confirmation pop-up, click "Submit" to confirm sending the campaign. ## Step 4: Review Campaign Analytics 1. After a few hours, check the analytics by selecting "Campaigns" from the navigation bar. 2. Choose "Newsletters" from the drop-down under campaigns. 3. Open the campaign you'd like to review. 4. Select the "Performance" tab to view total opens, clicks, unique opens, and clicks. 5. Analyze the geolocation of users and the devices they are using to optimize future campaigns.