Setup and Implementation
Setting up CleverReach involves creating your account, configuring sender identities, and defining your first audience. CleverReach guides you through templates and a starter workflow to launch a baseline campaign.
Practical steps
Follow a step-by-step setup within CleverReach to connect your data sources, design a message, and schedule delivery. CleverReach emphasizes safe data handling and permissioned access during onboarding.
Actionable considerations
- Verify sender domain and authentication settings
- Map your contact fields to CleverReach data types
- Test deliverability with a small audience before broad rollout
- Define governance for who can create and send campaigns