Connect your first client workspace

Step 1 — Create the client workspace

1. Switch to agency admin context → Clients → Add client.
2. Name: client brand as account managers recognize it (Acme Corp).
3. Set timezone to client’s primary market.
4. Save.

Step 2 — Switch into the client

Use the workspace switcher to select the new client. Confirm the URL/context indicator shows the correct name.

Step 3 — Connect email provider

Follow the guide for your chosen provider:

• Amazon SES
• SendGrid
• Mailgun
• Custom SMTP

Step 4 — Add and verify domain

1. Settings → Domains → add sending domain.
2. Publish DNS records at client’s host.
3. Wait for verification — Verify a domain in EonMailer.

Step 5 — Import or connect contacts

1. Contacts → import CSV or connect source (per your plan).
2. Map fields; tag list source for compliance notes.
3. Remove hard bounces from previous ESP export if migrating.

Step 6 — Send-ready

Complete the Send-ready checklist before scheduling the first broadcast.

Warning Do not demo campaigns to real client lists until DNS and webhooks are green.