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Getting Started with PlaneMail: Complete Setup Guide

Welcome to PlaneMail! This comprehensive guide will help you set up your email marketing account, create engaging content with our Notion-style editor, and send your first campaign in just a few minutes. Perfect for beginners and experienced marketers alike.

Quick Start Checklist

Create your account

Sign up and verify your email address

Configure your workspace

Set up your profile and preferences

Create your first post

Use our Notion-style editor to craft content

Set up email delivery

Connect an email service provider

Send your first campaign

Publish to email or web

Explore advanced features

Discover integrations and automation

Step 1: Create Your Account

Account Registration

Sign Up Process

  1. Visit the PlaneMail sign-up page
  2. Enter your email address and create a secure password
  3. Verify your email address by clicking the link sent to your inbox
  4. Complete your profile with your name and business information

💡 Pro Tip

Use a business email address for better deliverability when sending campaigns to your audience.

Step 2: Configure Your Workspace

Workspace Setup

Initial Configuration

  • Set your default sender name and email address
  • Choose your timezone for scheduling
  • Configure your brand colors and logo (optional)
  • Set up your workspace preferences

Dashboard Overview

Once logged in, you'll see your dashboard with:

  • Recent posts and campaigns
  • Performance analytics
  • Quick action buttons
  • Navigation to all features

Step 3: Create Your First Post

Content Creation

Using the Notion-Style Editor

  1. Click "Create New Post" from your dashboard
  2. Enter a compelling title for your content
  3. Write a brief excerpt or summary
  4. Use the rich editor to create your content:
    • Type "/" to access slash commands
    • Add headings, lists, images, and more
    • Use block indicators for easy navigation
    • Upload images by dragging and dropping
  5. Save as draft or proceed to publishing options

🎨 Editor Features

Our editor supports rich formatting, slash commands for quick actions, image uploads, and real-time auto-save to ensure you never lose your work.

Step 4: Set Up Email Delivery

Email Service Integration

Supported Email Providers

PlaneMail integrates with popular email service providers:

  • AWS SES - Cost-effective for high volume
  • Brevo (Sendinblue) - Feature-rich with marketing tools
  • Mailgun - Developer-friendly with powerful APIs

Quick Setup

  1. Go to Settings → Integrations
  2. Choose your preferred email provider
  3. Enter your API credentials
  4. Test the connection
  5. You're ready to send emails!

⚡ Quick Start

Don't have an email provider? Start with Brevo's free tier which includes 300 emails per day.

Step 5: Publish Your Content

Publishing Options

Dual Publishing Channels

PlaneMail allows you to publish content in multiple ways:

📧 Email Campaigns

  • • Send to your subscriber list
  • • Target specific segments
  • • Schedule for optimal timing
  • • Track opens and clicks

🌐 Web Publishing

  • • Publish as web pages
  • • SEO-optimized content
  • • Custom URLs and domains
  • • Social media sharing

Publishing Workflow

  1. Complete your post content
  2. Choose your audience (for email)
  3. Configure email settings (subject, sender)
  4. Set up web publishing options (SEO, URL)
  5. Review and publish or schedule

What's Next?

Master the Editor
Learn advanced editor features, shortcuts, and content creation tips.
Explore editor features
Build Your Audience
Import contacts, create segments, and grow your subscriber base.
Manage your audience
Connect Tools
Integrate with your existing tools and automate your workflow.
Setup integrations
Best Practices
Learn proven strategies to maximize your email marketing success.
Optimize campaigns

Need Help Getting Started?

Our support team is here to help you succeed with PlaneMail.

Contact SupportBrowse All Docs