NexlyFlowSet up your NexlyFlow account
7 steps · About 15 minutes
What you will finish with. A working workspace: your account created, your mailbox connected, a contact list ready and your first campaign understood end to end.
Who this is for. Brand-new accounts, from the moment you click Start Free Trial.
Before you start: nothing except a business email address you control and access to your email provider settings.
1Create your account
Click Start Free Trial on nexlyflow.com, enter your work email and a password, then submit. Open the confirmation email we send and click the link inside.
Why this matters. A confirmed address is how we deliver receipts, alerts and password resets. Free mail addresses also weaken outreach credibility later.
Expected result. You land in the workspace after confirming, logged in.
If it fails. No email after a few minutes: check spam, and confirm you typed the address correctly. You can request the confirmation again from the login screen.
2Log in and look around
After logging in you land on the workspace home. The left menu is your map: Find Leads and Contacts under LEADS, Campaigns and Email Templates under OUTREACH, Pipeline and Reports under MANAGE, and Sending Setup, Billing & Credits, Account, Help Center under WORKSPACE.
Why this matters. Knowing where things live saves you from hunting later – every guide here refers to these menu names exactly.
Expected result. You can name what each of the four menu groups does.
If it fails. On a phone the menu collapses to the top of the page and a tab bar sits at the bottom for the main sections.
3Complete your profile
Open Account and click Manage profile. Fill in your name and company details, then save.
Why this matters. Your name and company appear in outreach and in support conversations. Half-filled profiles produce awkward, obviously-automated emails.
Expected result. Your details are saved and shown on the Account page.
If it fails.
4Connect your sending mailbox
Open Sending Setup and follow the dedicated guide: Set up SMTP. Do not skip the Test connection step.
Why this matters. Nothing can be sent until a mailbox is connected and tested – this is the single blocking prerequisite for everything else.
Expected result. A green Connection successful message, then the mailbox saved.
If it fails. Connection problems are almost always host, port, encryption or an app password – the SMTP guide has the full checklist.
5Verify your domain
Still in Sending Setup, click Check domain and follow Verify SPF, DKIM and DMARC.
Why this matters. Domain verification is the largest single factor in whether your email reaches the inbox. Doing it before your first campaign protects your domain from day one.
Expected result. Three passing checks and a domain score you can see.
If it fails. DNS takes time to spread – a red result in the first ten minutes usually just means “not yet”.
6Build your first contact list
Open Find Leads, describe who you want in plain words, click Search, tick a handful of companies and click Import. They land in Contacts, where you can group them into a named list.
Why this matters. Starting with a small, well-chosen list makes your first campaign easy to judge – and imports are free to search, so exploring costs nothing.
Expected result. A named contact list containing real companies with email addresses.
If it fails. Searching is free; only importing a lead uses your daily allowance, shown at the top of Find Leads.
7Run a small first campaign
Follow Create and send a campaign with a low daily limit and your small list. Send yourself a test first.
Why this matters. A small first send exposes problems – wording, variables, deliverability – while the cost of a mistake is still near zero.
Expected result. Emails going out on schedule and replies arriving in Pipeline.
If it fails. If nothing sends, check the schedule start time, the daily limit and that the mailbox passed its test.
Tell us what you clicked and what you saw. Contact support – we reply within 1 business hour.