Setting up your MagicSet account

Login to your MagicSet account https://app.magicset.ai

1. 1. While in the dashboard, click on Settings

   

2. 2. Click on Billing

   

3. 3. Click on Manage

   

Adding a payment method to MagicSet

1. 4. Click on Add payment method

   

2. 5. Click on Add

   

3. 6. Click on Return to MagicSet

   

MagicSet

1. 7. Choose your preferred plan

   

MagicSet

1. 8. Click on Subscribe…

   

Go back to MagicSet and begin campaign preparation

1. 9. Click on Senders

   In this step, we will set up which email addresses you will send emails from.

   

2. 10. Click on New Sender

   

Sign in - Google Accounts

1. 11. Click on your account

   

2. 12. Click on Continue

   

3. 13. Click on Allow

   You may need to manually select all permissions. All permissions are required for MagicSet to work properly.

   

MagicSet

1. 14. Set your Send Name

   This will be who the email comes from in your prospect's inbox.

   

2. 15. Click on Save

   

3. 16. Click on Contacts

   Let's create a contact list to send a campaign to. In this step we'll configure our first list.

   

4. 17. Click on New Contact List

   

5. 18. Give your list a name

   

6. 19. Click on Save

   

7. 20. Click on Upload Contacts

   

8. 21. Click on Download Template

   A modal will pop up to upload your list. Your list MUST be formatted for MagicSet. In the model, you will see a sample CSV template. Download and format your list to match the template. Remove the 2nd row with example data.

   

9. 22. Select your file and upload

   Upload your list via the modal.

   

10. 23. Click on Upload CSV

    

11. 24. Click on Campaigns

    You're ready to build your first campaign!

    

12. 25. Click on New Campaign

    If you need help setting up your campaign we have a full campaign setup help document