MailerSend checklist for success

Transactional emailing can sometimes feel like it’s a bit set it and forget it. You set up your email, push your code, and boom, that’s it. But there is so much more to it.


There are tons of things you can do to optimize your messaging strategy and the entire experience for both you and your recipients. And it’s super easy to get started—our handy dandy checklist for success is here to guide you.

MailerSend

1. Secure your account

  • Add trusted IP addresses to your IP allowlist to prevent unauthorized use of your API and SMTP credentials. Learn more.

  • Set up 2-factor authentication to add an extra layer of security to your account. You can enable this for all users. Check out the guide

  • Set individual permissions to add multiple users and give individual permissions by selecting only the domains, API tokens and features you want them to access. Learn how to create a custom user profile.

2. Improve your email deliverability

3. Check your email activity

  • Export your activity and analytics to track performance. Not only will this help you to identify issues with your sendings, but you can also find opportunities within your emails to let your personality shine. and increase conversions. Check out how to create a custom report

  • Set up a webhook or Zapier integration to be notified of transactional email events in real time. Listen for events and let your automation trigger reactions. Learn more about webhooks and Zapier integrations.

4. Let users interact with your app

  • Create an inbound route to enable users to reply to comments and emails, and enable 2-ways communication that is integrated with your app. It’s super simple to set up! Check out how in our inbound routing guide.

5. Get creative with your templates

  • Try the Drag & drop, Rich-text and HTML template builders to see which one works best for you. Drag & drop makes it easy to create beautiful, responsive templates in no time, the Rich-text editor allows you to create more basic emails with added formatting capabilities, and the HTML builder lets you code your own templates from scratch. Learn more.

  • Use variables to get personal with your emails. You can make 1 template unique to all users. Use variables to add users’ names, personal details, order information, dynamic tables and more. Find out how to use personalization variables.

  • Use tags to organize your templates and make them easier to find on the Activity page. You can create tags via API using the tag parameter or in the app under the template’s advanced settings. Learn more about email tagging.

6. Set up SMS notifications

  • Get a trial phone number and test SMS for free (Premium accounts) and then request to purchase your own when you want to start sending to customers. Ready to get your own phone number? Get in touch with customer support.

  • Start texting! Sending transactional SMS is as easy and reliable as the email you know and love—with even better open rates! Read more about how to start sending SMS.

7. Enhance your emails

  • Add attachments up to 25MB to your emails via API and send recipients PDF files, docs, images, media files and more. Learn how to add attachments.

  • Send emails in bulk for a more convenient delivery time that coincides with an event or launch, and to optimize for deliverability. Check out how to send bulk email.

Try MailerSend with a free account

Whether you’re a small business, enterprise or startup, your whole team can quickly start working on transactional emails. There are no long-term commitments and no tricks up our sleeve—start with 3,000 free emails per month, then pay as you go!