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Setup guide for new organizations

Zaklina Udovicic avatar
Written by Zaklina Udovicic
Updated over 2 weeks ago

Welcome 👋

Below, you find six steps for a successful start in MarketHype!


Step 1: Set up your domain and activate your email account

To be able to send emails and start email automations, you first need to connect your email domain and set up your sender profiles.

We recommend adding DMARC to your domain in addition to the DNS records provided by MarketHype. Please read this article or share it with the person helping you add the DNS records.


Step 2: Invite users to your MarketHype account

You can easily invite your colleagues to your MarketHype account by going to Organization name (found in the upper right corner) → Organization settings → Users → Invite user. Your colleagues will then receive an email with instructions for creating a user account.


Step 3: Update your organization’s details

Make sure all your organization’s details, such as address, are correct.



Step 4: Choose the validity time for your organization’s legitimate interest consents

A legitimate interest consent is only valid for a limited time. How long you can consider having consent to communicate on a legitimate interest basis depends on many factors and is unique to your organization.

By default, the validity time in a new MarketHype account is set to three years, but you are advised to decide on your validity time internally within your organization or in consultation with your legal adviser. Read more about consents here.

Please note: the validation time for legitimate interest will affect data cleanup. Read more about this in step 5.


Step 5: Learn about data cleanup

All new organizations have automatic data cleanup enabled, which ensures that contacts you can no longer communicate with are removed from MarketHype.


Step 6: Export lists from your previous system

Before you export lists from your previous system, please see the following recommendations:

Contact lists

To maintain a healthy email domain reputation, we recommend only exporting active contacts, for example, recipients who have opened an email within the last 3 to 4 months.

If you have different communication groups, such as subscribers, partners, media, etc., export them to separate lists for easy communication in MarketHype. If the contacts have different consents (legitimate interest or freely given), export them to separate lists as well. This is necessary because the consent must be set for the entire list when importing the contacts into MarketHype.

It is recommended to include the opt-in date in your export file to ensure that each contact has their individual opt-in date associated with them.

We recommend reviewing this guide to understand the required structure for the import file.

Opt-out lists

To ensure that contacts who have opted out or indicated they do not wish to receive communications from you do not receive any when you start communicating from MarketHype, we strongly recommend that you export the following lists:

  • All email addresses that have bounced or marked an email as spam.

  • All email addresses that have opted out/unsubscribed.

These contacts should later be imported as opt-outs.

It is recommended to include the opt-out date in your export file to ensure that each contact has their individual opt-out date associated with them.


That's a wrap! 🎉

Got questions? Browse through our Help Center for useful articles and guides, or contact the MarketHype success team via email or chat.

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