Onboarding checklist

Follow the steps to get set up and ready to send.

Overview

Onboarding with UbiQuity is a guided process designed to set you up for long-term success.

Rather than a self-service setup, you’ll work closely with a UbiQuity Marketing Automation Consultant, who will guide you through each stage, from initial discovery through to your first campaign and beyond.

The process is flexible and tailored to your organisation, depending on your data, goals, and current marketing automation capabilities.

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What to expect

Your onboarding will typically move through the following stages:

• Discovery: Understanding your current setup, data, and marketing goals

• Setup: Configuring your account, data, and core platform features

• First deployment: Launching your first campaign with guidance and support

• Handover: Transitioning to your team for ongoing use

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Your onboarding checklist

Use the checklist below to understand what’s involved and what may be required from your side.

1. Discovery and planning

Work with your UbiQuity consultant to define your approach

• Provide an overview of your current systems and data sources

• Outline your marketing goals and key use cases

• Confirm which channels you plan to use (e.g. email, SMS)

• Align on how your data should be structured in UbiQuity

2. Data preparation

Ensure your data is ready for import and use

• Prepare your core contact data (e.g. customers, subscribers)

• Identify any additional datasets (e.g. transactions, events)

• Confirm how records should be uniquely identified (e.g. email or customer ID)

• Review data quality (duplicates, missing fields, inconsistencies)

3. Account and platform setup

Your UbiQuity team will configure your environment

• Account creation and access setup

• User creation and permissions

• Database configuration

• Initial data import

4. Sending domain and email setup

Set up your email infrastructure to ensure deliverability

• Provide your sending domain details

• Complete DNS configuration (e.g. CNAME records)

• Enable email authentication (e.g. DKIM)

• Align on sending practices to protect reputation

5. Templates and assets

Create the building blocks for your campaigns

• Set up branded email templates

• Configure forms, surveys, or layouts if required

• Review and approve initial designs

6. Initial configuration (if applicable)

Depending on your requirements, additional setup may include

• Automated journeys or campaign

• Data integrations or connectors

• Preference centres or subscription management

7. First campaign

Launch your first campaign with guidance

• Work with your consultant to prepare your first send

• Validate data, audience, and content

• Execute your first campaign (often with UbiQuity support)

• Review results and confirm everything is working as expected

8. Handover and ongoing use

Transition to your team for day-to-day usage

• Confirm key users and platform ownership

• Ensure at least one “super user” is established

• Provide training and guidance for ongoing use

• Align on next steps and future use cases

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Important notes

Onboarding is tailored The exact process will vary depending on your organisation’s size, data, and requirements.

Data drives success Well-structured, clean data is the most important factor in a successful onboarding.

Guided, not self-service Your UbiQuity consultant will support you throughout and you’re not expected to do this alone.