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Who is the guide for?

The guide is only visible to the owner of the account, not to team members. The guide is available in six languages.

The steps in the guide

The guide consists of eight steps that you can go through at your own pace.

1. Connect your webshop

Connect your webshop to Xendy. The guide includes instructions for each platform: Shopify, WooCommerce, Magento 2, and Lightspeed. If something goes wrong during the connection, you'll see an improved error message that describes exactly what went wrong.

2. Set up your domain

Set up your sending domain via DNS. The guide includes a table with the required DNS records. The name in the table can be copied, including on mobile.

3. Add contacts

Add your contacts to Xendy, for example via an import.

4. Set up your first automation

Set up your first automated email sequence. The guide provides examples to help you get started.

5. Create your first email

Create your first email. The guide shows an example of what the email looks like on a phone (displayed centered).

6. Invite colleagues

Invite team members to work together in Xendy.

7. Working with AI

Discover how you can use AI features within Xendy.

8. Secure your account

Secure your account. From this step, you can directly connect an authenticator app without having to go to the settings.

Forwarding DNS records or webshop settings

Does a website developer or other third party need to set up the DNS records or webshop connection for you? You can forward the required information directly from Xendy via email.

  • The DNS email contains a table with Type, Name, and Value, plus the instruction to disable the proxy in Cloudflare.
  • The webshop email contains step-by-step instructions per platform (WooCommerce, Magento 2, Lightspeed, Shopify).
  • You can include a personal message.

Frequently asked questions

The guide is only visible to the owner of the account. If you're a team member, you won't see the guide. Check whether you're logged in as the owner.

No, you can skip steps or go through them in a different order. The guide keeps track of which steps you've already completed.

Yes, the guide is accessible via the pill or question mark icon in the interface, even after you've already completed a number of steps.

Xendy offers a free onboarding call of approximately 30 minutes where the team helps you set up your account and gives you a short tour. Get in touch via the knowledge base or the support option in your account.

Joeri Ras

Written by

Joeri Ras

Founder & co-owner @ Xendy

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