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When you first create a Lettr account, you’ll be guided through a 4-step onboarding wizard to set up your team. This process helps Lettr configure the right defaults for your email infrastructure.

Onboarding Steps

1

Company Basics

Enter your company name, website, and business type. If you provide a website URL, Lettr automatically fetches your company logo and other details in the background.
2

Additional Details

Optionally provide your country, timezone, number of employees, and your role. This helps Lettr tailor recommendations for your team. All fields in this step are optional.
3

Company Information

Review and confirm your company logo (auto-fetched from your website if available), and optionally add URLs for your Terms of Use and Privacy Policy. These can be included in email templates later.
4

Email Template Style

Browse and select an email template style that matches your brand. Lettr uses this to populate your default project with premade templates in your chosen style, giving you a head start on template creation.
You can skip steps 2–4 by clicking Skip & Complete if you want to get started immediately. You can always update these settings later in your team settings.

What Happens After Onboarding

Once you complete the wizard:
  • A default project is created for your team with folders organized by email type
  • Premade templates matching your selected style are added to your project
  • Your team is ready to configure domains, create API keys, and start sending

Domain Setup

After onboarding, you’ll need to add and verify at least one sending domain. Lettr offers two approaches:
  • Domain Connect (Cloudflare) — If your DNS is hosted on Cloudflare, you can configure all required records with a single click. See Domain Connect.
  • Manual DNS configuration — For other DNS providers, add the required SPF, DKIM, and DMARC records manually. See the DNS Guides for provider-specific instructions.
After adding your domain, it goes through an automatic approval process that evaluates domain age, website content, and other factors. Most legitimate domains are approved within minutes.

Next Steps

After completing onboarding, we recommend following these steps: