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Kelune CRM

How to finish the workspace setup wizard

  • Kelune CRM Cloud

A new workspace opens on a short setup wizard. It collects what your emails need from day one: who sends them, the business details in the footer, and the first lists and tags to organize contacts.

The wizard has six steps: Welcome, Sender, Lists, Tags, Team, and Finished. Every step is optional.

Move through the wizard

Each step has the same buttons at the bottom:

Button What it does
Save & next (Next on the first step) Saves the step and opens the next one
Skip Opens the next step without saving this one
Back Returns to the previous step
Skip all Closes the wizard. You can set everything later in Settings

If you close the browser, the wizard opens again on the step where you stopped.

Step 1: Add your business details

  1. Click Upload logo to add your logo. The hint under the button shows the file types and the size limit.
  2. Check the Business name. It starts as the workspace name.
  3. Enter your Business full address.
  4. Click Next.

The Welcome step with the logo, Business name and Business full address fields

The logo appears on the unsubscribe and subscription confirmation pages. The business name and address go into your email footer. Most countries require a postal address in marketing email, and the {{business_address}} merge tag inserts it.

Step 2: Set your sender

  1. Enter the From name: the name people see in their inbox.
  2. Enter the From email. Use an address on a domain your email provider can send from.
  3. Enter the Reply-to email if replies should go to a different address. Leave it blank to receive replies at the From address.
  4. Click Save & next.

The Your sender step with From name, From email and Reply-to email

Step 3: Create contact lists

Lists group contacts by audience, such as newsletter readers, customers, or partners.

  1. Enter one list name in each row.
  2. Click Add more list for another row.
  3. Click Save & next.

The delete button next to a saved list removes it.

The Contact lists step with one list name in each row and the Add more list button

Step 4: Create contact tags

Tags label contacts by interest, stage, or source. A contact can carry any number of tags.

  1. Enter one tag name in each row.
  2. Click Add more tag for another row.
  3. Click Save & next.

Step 5: Invite your team

  1. Enter a colleague’s email address.
  2. Choose their role.
  3. Click Add another to invite more people.
  4. Click Send & next.

Each person gets an email invitation to join the workspace. If the plan has no free seats, the step says so. See How to invite and manage members.

The Invite your team step with email and role fields

Step 6: Finish

Click Go to dashboard. The wizard does not open again.

Change these settings later

What Where
Logo, business name, address Settings, then General
From name, From email, reply-to Settings, then Global email
Lists and tags Contacts, then the Lists or Tags tab
Team Settings, then Members

Where to go next