The first time you log in to LettrLabs, you'll be guided through a short onboarding flow before you land on your dashboard. This walkthrough covers each step so you know what to expect.
The Onboarding Steps
Onboarding happens in seven quick steps, in this order:
Welcome: A short welcome screen that introduces LettrLabs and sets expectations for the steps ahead.
Business Details: Enter your company's basic information, like your business name and address.
Organization: Confirm or set up the organization your account belongs to, so your team and data are grouped correctly.
Industry: Tell us what industry you're in so we can tailor recommendations to your business.
Direct Mail Experience: Let us know your prior experience with direct mail marketing so we can adjust guidance to your comfort level.
Integration: Connect your first data source or CRM integration so LettrLabs can start working with your customer data.
Intro: A short product tour before you land on your dashboard.
What to Expect Along the Way
Each step is quick — most take less than a minute. You can move forward at your own pace, and the information you provide (like your industry and direct mail experience) helps LettrLabs tailor recommendations and default settings for your account.
The Integration step is a good time to connect a CRM or data source if you have one ready, but don't worry if you'd rather do that later — you can always add or update integrations from your account settings after onboarding.
Once you finish the Intro step, you'll land on your dashboard, ready to start building your first campaign.
Picking Up Where You Left Off
If you close the browser or get interrupted partway through onboarding, simply log back in to continue.
Unverified: whether onboarding resumes exactly at the step you left off on, or restarts from the beginning, was not confirmed against the live product for this guide.