Mass Mail Matters

WhatCounts Setup & Installation Steps

Getting started with WhatCounts is the first step toward building a reliable, scalable email marketing program. Whether you’re a marketer setting up campaigns for the first time or a technical administrator preparing the platform for your organization, proper installation ensures that you can take full advantage of WhatCounts’ robust features.

This guide walks you through the setup and installation process, from account creation and system requirements to configuration best practices. By the end, you’ll have a fully functional environment ready to send, track, and optimize your email communications.

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WhatCounts Installation Process

Using WhatCounts Effectively

1. Account Provisioning

   • After signing up, WhatCounts provides access credentials and onboarding support tailored to your organization’s needs.

2. Domain Authentication Setup

   • SPF Configuration: Add WhatCounts to your domain’s SPF record to authorize it as a sender.
     
     
   • DKIM Setup: Request a DKIM key from WhatCounts and add it to your DNS. This ensures email authenticity and improves deliverability.
     
     
   • CNAME Records: Create branded tracking and bounce domains using CNAME records pointing to response.wc07.net. This helps brand your campaign URLs and bounce handling.

3. CRM Integration

   • WhatCounts integrates with popular CRMs and e-commerce platforms. You’ll configure data syncing, segmentation rules, and audience imports during this phase.

4. Template & Campaign Setup

   • Use the drag-and-drop editor or HTML templates to build branded emails.
     
     
   • Set up dynamic content blocks and audience segmentation for personalized campaigns.

5. Automation & Workflow Configuration

   • Create triggered workflows (e.g., welcome emails, cart abandonment) based on user actions or predefined conditions.

6. Testing & Launch

   • Test campaigns for formatting, deliverability, and link tracking.
     
     
   • Confirm authentication records are working correctly with support before sending live emails.

7. Analytics & Reporting

   • Set up dashboards to monitor open rates, click-throughs, bounces, and conversions.
     
     
   • Enable A/B testing to optimize campaign performance.

8. Ongoing Support

   • WhatCounts offers email support and consulting services for campaign optimization and platform troubleshooting.

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