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Step-by-step guides for everything in Utobo Mail — from sending your first campaign to managing your team.

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Getting Started

Welcome to Utobo Mail! Here's how to go from a blank account to sending your first email campaign in under 15 minutes.

Step-by-step: your first campaign

1

Create your account

Sign up at mail.utobo.com. Enter your name, email, and password.

2

Verify your sending domain

Go to Account → Domains and add your domain (e.g. yourcompany.com). Follow the DNS verification steps — this proves you own the domain and dramatically improves deliverability.

3

Import or add contacts

Go to Contacts → Import to upload a CSV file, or click Add Contact to enter individual subscribers manually.

4

Create a list

Go to Lists → New List. Give it a name (e.g. 'Newsletter subscribers') and add your imported contacts to it.

5

Create a template

Go to Templates → New Template. Use the visual builder to drag-and-drop your email design, or use the AI writer to generate copy.

6

Create and send a campaign

Go to Campaigns → New Campaign. Choose your list, your template, write a subject line, and hit Send Now — or schedule it for later.

Not sure what to write? Click the AI Writer button in the template editor. Tell it your topic (e.g. "monthly newsletter for a SaaS product") and it will generate a full email draft you can edit and customize.
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Campaigns

Campaigns are bulk emails sent to one or more subscriber lists — newsletters, announcements, promotions, and re-engagement emails.

Creating a campaign

1

Go to Campaigns → New Campaign

Click New Campaign in the top right of the Campaigns page.

2

Choose your recipients

Select one or more lists to send to. The total recipient count is shown at the top. Duplicate subscribers across lists are automatically deduplicated.

3

Choose a template

Select an existing template or create a new one. You can also use a plain HTML/text editor.

4

Set subject and preview text

The subject line is what recipients see in their inbox. The preview text (preheader) is the grey snippet shown beneath the subject in many email clients.

5

Send or schedule

Click Send Now to send immediately, or Schedule to choose a future date and time.

Campaign statuses

StatusMeaning
DraftSaved but not yet sent or scheduled.
ScheduledWill send at the chosen date and time. Can be rescheduled or cancelled.
SendingCurrently being delivered. Large campaigns may take a few minutes.
SentAll emails have been dispatched. Check analytics for opens and clicks.
PausedSending paused (e.g. bounced past the threshold). Resume from the campaign page.

Campaign analytics

After sending, click a campaign name to see its performance:

Open rate:% of recipients who opened the email. Industry average is 20–30%.
Click rate:% of recipients who clicked a link. Industry average is 2–5%.
Bounces:Addresses that couldn't be delivered. Hard bounces are auto-unsubscribed.
Unsubscribes:Recipients who opted out. Utobo Mail handles this automatically.
Do not send to purchased or rented email lists. This violates our Terms of Service and will result in high bounce rates that damage your sender reputation.
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Contacts & Lists

Adding contacts

You can add contacts three ways:

CSV import

Go to Contacts → Import. Upload a .csv file. Required column: email. Optional: name, and any custom fields. Utobo Mail skips duplicate and invalid addresses automatically.

Manual entry

Click Add Contact, enter an email address and name. Good for adding individual subscribers.

API

Use the Utobo Mail API to programmatically add contacts from your app (e.g. when a user signs up). See the Developer Docs for details.

CSV file format

Your CSV file should look like this:

email,name,company
alice@example.com,Alice Smith,Acme Corp
bob@example.com,Bob Jones,
carol@example.com,Carol Lee,Startup Inc

The email column is required. All other columns are optional. Column headers are case-insensitive.

Managing lists

Create lists from the Lists page — click New List and give it a name.
A contact can belong to multiple lists (e.g. 'Newsletter' and 'VIP customers').
Add contacts to a list from the list detail page or during CSV import.
Unsubscribed contacts are automatically excluded from all future campaigns.
Deleting a list does not delete the contacts — it only removes the list grouping.

Unsubscribes and bounces

When a contact unsubscribes or hard-bounces, Utobo Mail automatically marks them as unsubscribed. They will not receive any future campaign emails — you do not need to manually remove them from lists.

Check the Delivery Issues page regularly to see bounced addresses and take action on them. Keeping your bounce rate below 2% is essential for good deliverability.
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Templates & Design

Templates let you design your email once and reuse it across multiple campaigns.

Three ways to create a template

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Visual builder

Drag-and-drop blocks: text, images, buttons, dividers, columns. No code required.

AI writer

Describe your email goal and let AI generate the content. Edit to personalize.

{ }

Code editor

Paste or write raw HTML for full control. Best for custom designs.

Merge tags (personalization)

Use merge tags to personalize your emails with subscriber data. They are replaced with the subscriber's actual values when the email is sent.

TagReplaced withFallback if empty
{{name}}Subscriber's full name"there" (e.g. "Hi there")
{{email}}Subscriber's email address
{{unsubscribe}}Unsubscribe link URL— (always present)

Email design tips

Keep your email width between 550–650px for best compatibility across email clients.
Use a single-column layout for mobile — it's simpler and reads better on small screens.
Always include a plain-text version alongside your HTML. Utobo Mail does this automatically.
Use web-safe fonts (Arial, Georgia, Verdana) or test custom fonts carefully — Outlook doesn't support them.
Include alt text on all images — many email clients block images by default.
Your subject line is the most important part. Keep it under 50 characters and make it specific.
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Domain Verification

Verifying your sending domain is required before you can send any emails. It proves you own the domain and sets up the DNS records that tell receiving servers your emails are legitimate.

What DNS records are needed?

RecordPurposeRequired?
SPF (TXT)Tells receiving servers that Utobo Mail is authorized to send email on your behalf.Yes
DKIM (CNAME)Cryptographically signs your emails, proving they weren't tampered with.Yes
DMARC (TXT)Sets policy for what happens to emails that fail SPF/DKIM checks.Strongly recommended
MXHandles incoming email if you want to receive replies.Optional

How to verify your domain

1

Account → Domains → Add Domain

Enter your root domain (e.g. yourcompany.com — no www or http://).

2

Copy the DNS records shown

Utobo Mail displays the exact TXT and CNAME records to add. They are unique to your account.

3

Add the records to your DNS provider

Login to your DNS provider (Cloudflare, Namecheap, GoDaddy, Route53, etc.) and add all the records exactly as shown.

4

Click Check DNS

Return to Utobo Mail and click Check DNS. Records usually propagate within 5–15 minutes, though it can take up to 48 hours for some providers.

If you use Cloudflare, make sure the DNS record proxy is set to DNS Only (grey cloud), not Proxied (orange cloud). Proxied records will fail verification.
Do not delete your DNS records after verification. Utobo Mail checks them periodically. If records are removed, your domain will revert to unverified and email sending will stop.
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Billing & Plans

Plan overview

PlanMonthly emailsContactsPrice
Starter30,0005,000From $9/mo
Growth100,00025,000From $29/mo
Scale500,000100,000From $79/mo
EnterpriseUnlimitedUnlimitedContact us

Annual billing available at 20% discount. See full pricing at mail.utobo.com/pricing.

How billing works

Billing cycles are monthly, starting from the day you upgrade.
Invoices are sent via email on each renewal date.
Upgrades take effect immediately — you are billed a prorated amount for the rest of the cycle.
Downgrades take effect at the start of your next billing cycle.
Usage resets on the 1st of each calendar month for all plans.

Managing your subscription

Go to the Billing page (bottom of the left sidebar in your dashboard) to:

View your current plan and usage
Upgrade or downgrade your plan
Update your payment method
Download past invoices
Cancel your subscription
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Team & Permissions

Invite your team members to collaborate in Utobo Mail. Each member gets their own login and permissions.

Inviting a team member

1

Go to Account → Team

Find Team in the Account section of the left sidebar.

2

Click Invite Member

Enter your team member's email address and select their role.

3

They accept the invitation

They receive an email with a link to set up their account and join your organization.

Roles

RoleWhat they can do
OwnerFull access. Manage billing, team members, API keys, and all settings. Cannot be removed.
AdminFull access except billing. Can manage team members and API keys.
MemberCan create and send campaigns, manage contacts, templates, and lists.
ViewerRead-only access. Can view campaigns, contacts, and analytics. Cannot send or edit.
Give developers Admin or Member access, not Owner. Owner access grants billing control which most developers don't need.
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Deliverability Tips

Email deliverability is whether your emails land in the inbox or the spam folder. Utobo Mail is built on AWS SES — one of the most reputable sending infrastructures in the world — but your own practices matter just as much.

The most important things

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Verify your domain (SPF, DKIM, DMARC)

This is non-negotiable. Without these records, Gmail and Outlook will send your emails straight to spam. Utobo Mail's domain wizard sets them up in one step.

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Only email people who asked to hear from you

Never send to purchased lists, scraped addresses, or people who didn't explicitly opt in. This is both a legal requirement (CAN-SPAM, GDPR) and critical for inbox placement.

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Keep your bounce rate below 2%

High bounce rates tell mailbox providers your list is low quality. Monitor the Delivery Issues page weekly. Remove bounced addresses immediately.

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Warm up your sending volume

If you're new to Utobo Mail, start by sending small batches (100–500 emails/day) and gradually increase volume over 2–4 weeks. Sudden spikes in volume look suspicious.

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Write clear, relevant subject lines

Avoid ALL CAPS, excessive exclamation marks, and phrases like 'FREE!!! ACT NOW!!!'. These trigger spam filters. Focus on what value the email delivers.

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Include a plain-text version

Utobo Mail adds a plain-text version automatically for campaigns. For API sends, include the text field alongside html.

Frequently Asked Questions

Still need help?

Our support team typically responds within 24 hours on business days.