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The first time you open your dashboard, Mailr walks you through the product in a seven-step tour, and leaves a “Getting started” checklist at the top of the page so you can finish at your own pace. This page explains both, and how to bring either back if you’ve closed it.

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The welcome tour

The tour opens automatically on the Dashboard the first time you arrive. Each step shows a short headline, a few bullets, a “Find it under …” hint so you can find the same screen later, and a button that takes you straight there. If you picked a CRM when you set up your workspace, step 5 is tailored to it: the headline reads “Connect [your CRM] in a couple of clicks.” and the button takes you straight to that CRM’s panel. If you chose “Other”, it takes you to the Zapier connection instead. See CRM integrations. Move through the tour with “Continue” (the last step reads “Done — let’s go”) and “Back”. A progress bar of seven segments shows where you are.

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Minimize, resume, and replay

Clicking a step’s button, pressing the minimize button (“Minimize — pick it back up any time”), pressing Esc, or clicking outside the tour all minimize it rather than closing it. It collapses into a floating “Resume tour · 3/7” chip in the bottom-right corner, and that chip follows you from page to page. Click it to pick up where you left off.
That’s intentional. When you finish the task you left to do — for example, your brand kit becomes complete — the tour pops back open at the next step so you keep moving.
“Skip for now” on step 1, or the X, dismisses the tour permanently. Nothing is lost: the getting-started checklist on your dashboard covers the same steps.
On the Dashboard, click the “Tour” button on the getting-started checklist. You can do this any time, even after dismissing it.

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The getting-started checklist

The “Getting started” strip sits at the top of your dashboard with a live completion percentage and six chips. Each chip is a link to the screen that finishes it. The first unfinished chip is highlighted, and finished ones show a check. Chips tick off on their own as you go — there’s nothing to mark complete by hand. Detail for each one lives in Brand kit, Postcard designs, Landing pages, CRM integrations, Credits and pricing, and Create a campaign.

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Other things on the strip

  • A setup status chip. While Mailr is reading your website in the background you’ll see “Reading your website — logo, colors, details…”, then “Adding photos from your website…”. Both clear on their own. See Set up your workspace.
  • Your free preview renders. A meter reads “N of M free preview renders left”, with the tooltip “Free preview renders remaining on your trial”. Free preview renders are a small trial allowance for generating personalized images before you fund credits, so you can see real output first. The meter disappears once you add mail credits.
  • The “Tour” button. Replays the welcome tour from step 1.
  • The X. Hides the checklist for good — handy if, say, you’ll never connect a CRM and don’t want that chip staring at you.
You don’t have to hide it. The checklist removes itself automatically once all six steps are done.

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Next steps

Send your first campaign

Work the checklist end to end in one sitting.

Review your brand kit

The first chip, and the one everything else builds on.

Add credits

How credits are held when you submit and settled when mail goes out.

Connect your CRM

Turn on automatic campaigns and revenue tracking.