Getting Started

What is SendBeam?

SendBeam is one email account for every site you run. Each site is a workspace with its own contacts, lists, forms, automations and sending domain; one account and one plan cover all of them. You verify the domain you send from, and SendBeam handles everything else: delivery, contacts, lists, campaigns, automations and analytics.

Every message is signed for your own domain and sent from an aligned return path, so the reputation that mailbox providers judge is your domain's. Bounces and complaints are handled for you, and a workspace whose complaint or bounce rate climbs is warned and then paused before it can hurt anyone. Dedicated sending IPs are available on the Business plan.

Key features

Here is what you can do with SendBeam today:

• Contacts & lists — Import subscribers via CSV, add them manually, or capture them with forms and the API. Organise contacts into lists with optional double opt-in confirmation.
• Tags & segments — Apply tags to contacts to drive automations, and build dynamic segments from contact fields and custom fields.
• Email builder — Compose campaigns in the visual block builder, a rich-text editor, or your own HTML. Preview your email on desktop and mobile before sending.
• Templates — Design reusable emails, filed by category, that automations send directly and campaigns can start from.
• Campaigns — Send to all contacts, a specific list, or a saved segment. Schedule sends in advance or send immediately.
• Automations — Build multi-step workflows triggered by a contact being created, a tag being added, a list being joined, or a form being submitted.
• Forms — Create embeddable signup forms that add new subscribers to a list, and contact forms that email you the visitor's message.
• Reports — Track opens, clicks, unsubscribes, and bounces per campaign and across the workspace, with a per-email log.
• Team management — Invite teammates with role-based access (admin or member); one owner per workspace holds deletion and billing.
• Workspaces & billing — Run one workspace per site under a single account and plan. Upgrade or cancel at any time under Account settings → Billing & Plans.

Quickstart in three steps

If you want to get your first email out the door as fast as possible, follow these three steps. Each step links to a full guide with more detail.

Creating an account takes a minute: enter your email address, then a workspace name and password, then the code SendBeam emails you. The workspace is created once the code is verified. A few workspace names are reserved, and temporary-mailbox addresses are not accepted.

1. Verify your sending domain
   Go to Settings > Email & Domains, add your domain and publish the DNS records shown — currently three CNAMEs, and SendBeam shows exactly what to add. You can send from a shared platform address straight away.
2. Add your first contact
   Head to Contacts and click Add contact. Enter an email address and an optional name. For bulk imports, use the CSV import tool instead.
3. Send your first campaign
   Open Campaigns, click New Campaign, write your subject and body, choose your recipients, and hit send. Your campaign is dispatched through SendBeam's managed delivery straight away.

What comes next?

Once you have completed the quickstart, explore these areas to get more from SendBeam:

• Set up double opt-in on your lists to improve list quality and comply with GDPR.
• Create a signup form and embed it on your website to grow your list automatically.
• Build an automation that sends a welcome email whenever someone joins a list.
• Explore segments to target subsets of your audience based on behaviour or tags.
• Review analytics after your first send to understand open and click rates.