First steps after signing up

Welcome to Mailbo. A brand-new account can't send email yet — there are a couple of one-time setup steps first. Follow this checklist in order and you'll be ready to send in about 20 minutes.

When something still needs doing, Mailbo shows a red banner across the top of your dashboard with a link straight to the fix. The banners disappear as you complete each step.

Step 1 — Add your business name and address

This is a legal requirement (anti-spam laws like CAN-SPAM and GDPR), and Mailbo blocks all sending until it's filled in.

1. Click Settings in the bottom-left.
2. Open Business profile.
3. Fill in your Business Name and Business Full Address (a real postal address, including city, state and country).
4. Click Save.

Full walkthrough: Add your business profile.

Step 2 — Connect a sending provider

Mailbo doesn't send email on its own — it connects to a provider you own (like Amazon SES). Until you do this, campaigns won't actually mail out and you'll see the "No email provider connected" banner.

You'll find this under Settings → SMTP & sending. See Why does it say "No email provider connected"? to understand the banner.

Step 3 — Add some contacts

You need people to email. Two ways:

• Add one by hand to test things — see Add your first contact.
• Import a spreadsheet — see Import contacts from a CSV file.

Step 4 — Send something

• A one-off email → Create and send your first campaign.
• An automatic welcome series → Build a welcome sequence.

Step 5 (optional) — Collect new subscribers automatically

Put a signup form on your website so people can join your list themselves.

That's the whole setup. Tick these off and everything else in Mailbo is yours to explore.