Quick Start Guide

    Userlist is more than just an email marketing platform — we’re your partner in successful implementation. We provide one-on-one onboarding for every new customer, so we insist that you take advantage of this opportunity.

    1. Book your 60-minute roadmapping call (included in all plans). After this hands-on consulting session, you'll have a custom data tracking plan in your hands to give to your engineering team. You'll also learn how exactly campaigns and segments should look like for your specific SaaS business.

    2. Pass the data tracking plan to your engineering team so that they can start sending user data into Userlist — see integration options below. After this step, you'll see customer profiles appearing in your Userlist account.

    3. Add your custom sending domain to ensure email deliverability.

    4. Set up your segments.

    5. Set up your first workflow.

    6. Send your first broadcast.

    Integration Options
    Direct API Integration

    Use our simple HTTP API to push data as JSON. We offer libraries for Ruby, Ruby on Rails, JavaScript, and PHP.
    Integration via Segment

    If you’re an existing Segment user, then you can start forwarding data into Userlist in a few clicks.
    Integration via Zapier

    Use our Zapier integration to connect Userlist to thousands of other tools without writing a line of code.

    Book your discovery demo

    Let's see how Userlist fits into the bigger picture of your SaaS business. You'll learn about our automation features, integrations, proven lifecycle frameworks, and how we can help you hit your SaaS growth targets.

    Book Your 30-min Demo