The Setup Checklist located in Postal, is set to help you keep organized while you are initially getting acquainted with the platform. The purpose of this checklist is to help ensure that you set up your Postal account for maximum efficiency.
Once all the items are marked complete, this page will no longer show up when you login to Postal.
You may mark all items complete at anytime to dismiss the page, however we strongly recommend marking complete when you have gone through the checklist step-by-step!
The Setup Checklist will help you navigate through the following sections:
- Create a postal
- Send a campaign
- Update your profile
- Add contacts
- Check out reporting
- Postal Everywhere
Learn more about Postal by watching this quick clip of the Product Tour:
You can also access this checklist in the dropdown in the navigation bar, if you ever need to return to it for guidance: