Quick Setup Guide

Last updated: Sep 10, 2025Section: Getting Started

Quick Setup Guide

Get your first integration running in under 5 minutes with this streamlined setup process.

Prerequisites

  • Mailoo account (free tier available)
  • Email service credentials
  • 5 minutes of your time

5-Minute Setup Process

Step 1: Account Setup (1 minute)

: 1. Sign up at https://mailoo.com 2. Verify your email 3. Complete the onboarding wizard

Step 2: Connect Email Service (2 minutes)

: 1. Click Add Integration 2. Select your email provider 3. Authorize the connection 4. Test the connection

Step 3: Create Basic Automation (2 minutes)

: 1. Choose Auto-Reply template 2. Customize the response message 3. Set activation conditions 4. Enable the automation

That's it! Your integration is live and ready to handle emails.

Common Setup Scenarios

For Website Contact Forms

: - Use Webhook Integration

  • Set up form-to-email automation
  • Add auto-reply for visitors

For Customer Support

: - Connect support email address

  • Enable ticket creation automation
  • Set up team notifications

For Marketing

: - Integrate with email marketing platform

  • Set up lead capture automation
  • Configure nurture sequences

For E-commerce

: - Connect order confirmation emails

  • Set up abandoned cart automation
  • Enable review request sequences

Validation Checklist

āœ… Integration Connected

: - Green status indicator

  • Test email sent successfully
  • Credentials validated

āœ… Automation Active

: - Enabled toggle is ON

  • Trigger conditions set
  • Actions configured

āœ… Notifications Working

: - Team alerts configured

  • Error notifications enabled
  • Success confirmations active

āœ… Testing Complete

: - Send test email

  • Verify automation triggers
  • Check response timing

Troubleshooting Quick Fixes

Connection Failed

: - Check email credentials

  • Verify server settings
  • Try re-authorization

Automation Not Triggering

: - Review trigger conditions

  • Check email filters
  • Verify integration status

Slow Response Times

: - Check server load

  • Review automation complexity
  • Contact support if persistent

Ready for More?

Once your basic setup is complete:

  • getting-started{.interpreted-text role="doc"} - Comprehensive integration guide
  • Explore advanced automation features in your dashboard
  • Take a full platform tour via our interactive tutorials
  • Contact support for provider-specific setup assistance

Support Resources

Instant Help

: - Live chat in dashboard

  • Setup wizard tooltips
  • Interactive tutorials

Self-Service

: - Video tutorials

  • Step-by-step guides
  • FAQ section

Direct Support

: - Email: support@mailoo.com

  • Priority support for paid plans
  • Screen sharing available
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