Getting Started Checklist

  1. CampaignBreeze Whitelisting*
  2. Unblock CampaignBreeze from any of your company's web filters or anti-virus programs*
  3. Add rule to allow automatic image downloading for internal recipients*
  4. Add rule to prevent messages from routing to spam/junk for internal recipients*
  5. Transfer opt outs from current system
  6. Confirm template requirements
  7. Confirm settings and configurations
  8. Add user accounts and confirm roles
  9. Prepare communication plan 
  10. Organize for users to attend an online training session
*Note these tasks may require assistance from your IT department or email administrator.