Getting started

Send-ready checklist before launch

Domain, DNS, webhooks, and approval gates every campaign needs.

Use this checklist for every client before the first production campaign or automation goes live. EonMailer gates some actions automatically; the rest is agency discipline.

1 — Workspace & access

Client workspace created with correct name and timezone
Team roles assigned (who can send vs approve vs view-only)
Workspace switcher tested — AMs land in correct client

See How agency workspaces work.

2 — Email provider connected

Provider type matches runbook decision (pick provider guide)
Credentials stored in password manager; not expiring in 7 days
Production status (SES out of sandbox, SendGrid/Mailgun billing active)
Test API connection green in Settings

Provider guides:

3 — Domain & DNS

Sending domain added in EonMailer
SPF valid — single TXT, includes correct provider
DKIM green (all CNAME/TXT selectors)
DMARC published (minimum p=none with reporting address)
From address uses authenticated domain (hello@mail.client.com)

Details: Verify a domain, SPF/DKIM/DMARC.

Warning Orange-cloud/proxied DNS on DKIM CNAMEs breaks authentication on Cloudflare — set DNS only.

4 — Webhooks & event feedback

Bounce + complaint + delivery events reach EonMailer endpoint
Test bounce (invalid address) appears in suppressions within minutes
Unsubscribe / preference links work in test render

Without webhooks, lists won’t auto-clean and dashboards stay stale.

5 — List hygiene

Import source documented (CRM, signup form, event — not purchased lists)
Suppression list imported if migrating ESP
Double opt-in confirmed where client policy requires
Role addresses (info@, admin@) removed or segmented

6 — Content & compliance

Physical mailing address in footer (CAN-SPAM / local law)
Unsubscribe link visible and functional
Subject line + preview text reviewed
Client approval recorded (approvals workflow) if required

7 — Deliverability ramp

Warmup plan for new domain or cold list
First send segmented to most engaged subscribers if migrating
Spam folder test across Gmail + Outlook personal inboxes

8 — Send dry run

Send to internal @agency.com seed list
Check headers: spf=pass, dkim=pass, dmarc=pass (Gmail “Show original”)
Links tracked correctly; no broken merge tags
Scheduled time uses client timezone

9 — Launch comms

Client knows send window and rollback contact
Support inbox monitored for OOO replies first 24h
Post-send report scheduled (white-label reports)

10 — Post-launch (first 72 hours)

Bounce rate under 5% on campaign
Complaint rate under 0.1%
No provider suspension notices
Adjust volume per warmup if deferrals spike

When NOT to send

Stop and fix if:

Any DNS check yellow/red in EonMailer
SES still sandboxed
Webhooks untested
Client legal hasn’t approved template for regulated industry
List source unknown

Fix blockers using provider troubleshoot articles:

When all boxes pass, schedule the campaign — and keep the checklist PDF in the client folder for the next launch.