1
Business identity
Enter your business name and your website URL. If you do not have a website yet, select the No website option to continue. SendWhale uses this information to populate your brand settings and to pull initial brand context if a URL is provided.
2
Social links and logo
Add links to your social media profiles and upload your business logo. Both fields are optional — you can skip them now and add them later in your workspace brand settings. Your logo appears in email templates and your hosted pages.
3
Business address
Enter the physical mailing address for your business. This address is automatically pre-filled into the footer of every campaign email you send, as required by CAN-SPAM and GDPR regulations. Enter it accurately — recipients and compliance reviewers will see it.
After onboarding, you can update this address at any time from your workspace’s brand settings page without affecting campaigns that have already been sent.
4
Team and contact size estimates
Select the ranges that best describe the size of your team and your current contact or subscriber list. SendWhale uses these estimates to tailor your initial workspace configuration. You are not locked into these values — they are estimates only.
5
Goals
Choose what you want to achieve with email marketing — for example, growing your audience, driving purchases, or keeping customers informed. Your selections guide Swell when suggesting campaign types and content strategies. You can update your goals later from workspace settings.
You can navigate back to any earlier step during onboarding without losing the answers you have already entered. Once you complete all five steps, SendWhale proceeds to your workspace setup.