Account setup
A checklist of the key steps to get your eMarketeer account ready — from domain authentication to integrations.
Getting your account ready involves a handful of one-time steps. Adding an email domain is required before you can send; the rest are optional but expand what the platform can do for you.
Many of the options in this checklist are only accessible to users with the Administrator role.
Invite users
Add everyone on your team who needs access to eMarketeer. Each person gets their own login, and you control their permissions during the invite.
Consider whether to enforce multi-factor authentication account-wide. This adds a second verification step for all users at login, reducing the risk of unauthorized access.
Add an email domain
Authenticating your sending domain is required before you can send emails from eMarketeer. It also improves deliverability by proving to receiving mail servers that eMarketeer is authorized to send on your behalf.
Start this step early — DNS changes are often handled by an IT department or hosting partner who may need to schedule the work. The rest of your setup can continue in the meantime.
Add a custom domain
A custom domain replaces the default app.emarketeer.com hostname in the links eMarketeer generates — including form URLs, landing page links, and email tracking links. This keeps your brand consistent and removes the eMarketeer hostname from links visible to your contacts.
Add website scripts
Install two scripts on your website to connect it to eMarketeer. The form base script is required on any page where you want to embed a form. The Web Tracker records page visits and links them to identified contacts, giving you visibility into which pages a contact has browsed.
Set up the Web Tracker as early as possible — once installed it starts collecting data immediately, and that history becomes valuable the moment you begin sending campaigns.
Integrate your CRM
Connecting eMarketeer to your CRM keeps marketing and sales data in sync. Contact data, consent records, and engagement signals flow between the two systems automatically — giving your sales team up-to-date marketing intelligence without manual exports.
Supported integrations:
Connect social media advertising
eMarketeer can receive lead submissions directly from social media ad campaigns. Each submission creates or updates a contact, sets a lead score, and can trigger a Journey — no manual CSV import needed.
Supported integrations:
Create component templates
All components — emails, forms, and webpages — can be saved as templates for future reuse. If you want templates built to match your brand design, an eMarketeer consultant can help you set these up.
To get started creating your component templates, see our Campaign basics guides.
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