In this article we will outline the basic steps a new user needs to take to get started with UpMail.
Step 1: Create your UpMail Account
You will first need to receive an email inviting you to UpMail. This invitation will be sent by your UpMail account Champion or your UpMail Customer Success Representative.
This email is sent from 'UpMail', will have the subject line 'Welcome to UpMail!' and looks like this:
After clicking on the link, you will be taken to a page where you need to fill out your profile details.
You can always change these details at a later stage by updating your profile.
> Click here to learn how to edit your profile.
If for any reason, you have not received this email please contact a member of the UpMail team at support@upmailsolutions.com and an invitation email will be resent to you.
Step 2: Install the UpMail Email Add-On
We recommend installing the UpMail email add-on for your emails to enable shortcuts to UpMail via your email interface.
> Click here to install the Outlook Add-On
> Click here to install the Gmail Add-On
Step 3: Connect your Email with UpMail
Connecting your UpMail account directly with your email will ensure the emails sent from UpMail are sent from your official corporate email address for optimal email deliverability.
Depending on your email client, follow the below instruction:
> Connect your UpMail Account with Outlook
> Connect your UpMail Account with Gmail
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To find out more about all the other features UpMail has to offer, explore our HelpDesk articles.
For further support please email support@upmailsolutions.com or login to your UpMail account and chat live to a member of the team.