Two ways in
Which path you take depends on whether your company is already using Mailr. You were invited by your company. Follow the invitation link in your email, create your account, and you land directly in your company’s existing workspace. You never see the “Set up your workspace” step — someone already created the workspace for you. On the sign-up page you’ll see “Create your account.” with the note “Sign up, then accept your organization invitation to get started.” You’re starting fresh. You create your account and then set up the company workspace yourself, becoming its Owner. The sign-up page reads “Create your account.” with “Two quick steps: your account here, then your company — we build your brand kit from your website.” The account form itself is the usual email and password, plus a verification code we email you. Under it you’ll see “By creating an account you agree to Mailr’s Terms of Service and Privacy Policy.” When you come back later, sign in at the Mailr app — the page reads “Welcome back.” / “Sign in to your workspace.”If your company already uses Mailr, ask them to invite you rather than creating a second
workspace. One person belongs to one self-serve workspace: trying to create another shows “You
already belong to an organization. Pick it on the organization page instead.”
Create your workspace
You’ll see the “Set up your workspace” screen right after creating your account, with the note “Tell us about your company and we’ll start building your brand kit from your website while you get set up.”1
Enter your Company name
Required, up to 80 characters — for example
Acme Roofing. This becomes the workspace name
shown in the workspace switcher. Leaving it blank shows “Please enter your company name.”2
Enter your Website
Required — for example
https://acmeroofing.com. The hint explains why: “We’ll pull your logo,
colors, and services from your site to build your brand kit automatically.” Mailr starts
reading the site as soon as you tab out of the field, so type it carefully. Leaving it blank
shows “Please enter your company’s website — it’s how we build your brand kit.”3
Add a phone number (optional)
The field is labelled “Phone · optional” — for example
(555) 123-4567. Up to 40 characters,
and it has to look like a phone number (digits with the usual separators, plus an optional
extension).4
Pick your CRM (optional)
“Which CRM do you use? · optional” shows a grid of tiles — click one to select it, click
again to deselect. The hint reads “We’ll point you at the right one-click connection later —
you can skip this.” You’ll see a grid of the systems Mailr connects to — see the full list in the
integrations overview —
plus an “Other” tile. Picking one only decides where Mailr points you later — it doesn’t
connect anything yet.
5
Press Create workspace
The button reads “Setting up your workspace…” while it works. You land on the Dashboard
and the first-run tour opens.
There’s no country to choose — Mailr workspaces are United States only, and mail is priced in US
dollars.
What Mailr does for you in the background
Creating the workspace is instant, but Mailr keeps working for several minutes afterwards. You can carry on using the app while pages fill in on their own:- Mailr reads your website and builds your brand kit — logo, colors, company details, industries, and the browser-tab title used on your landing pages. Only empty fields get filled, so nothing you’ve already entered is overwritten.
- Mailr collects showcase photos from your site. This phase keeps running for minutes after the rest of the kit is done, and it has its own status message.
- Mailr looks for your Google reviews so they can be used on your landing pages.
- Starter landing pages are published for you, branded with your kit, with one set as your default. The campaign builder selects it automatically.
When the brand kit banner reads “Your brand kit is ready — review the details below.”, the
automatic setup is done. Review what Mailr found and save it.
If Mailr can’t read your website
Some sites block automated readers. If yours does, the brand kit page shows “We couldn’t read your website — build your brand kit below.” Nothing is broken; you just fill in the gaps. Check the URL and run the import again, upload your brand guidelines PDF instead, or enter your company details, colors, and logo by hand. If your site had no usable images you’ll see “No usable photos on your website — add your own.” — upload your best job photos. Instructions: Brand kit.Next steps
First-run tour and checklist
What the seven-step tour covers and how to bring it back.
Send your first campaign
The full path from brand kit to mailed postcards.
Invite your team
Add your office staff and choose what each person can do.
Review your brand kit
Fix colors, logos, and photos before you design anything.