First-Time Setup Checklist

Introduction

Checklist of core steps to complete right after sign-up. Use this guide to understand where TrekMail solves the problem—whether you are adding another domain, configuring SMTP, or preparing a migration so new mailboxes can take over traffic smoothly.

The docs mirror what you see in the dashboard, including DNS & Health checks, mailbox lists, forwarding rules, and payment prompts for the 7-day trial. Expect the same button labels, badges, and confirmation toasts you see in product.

What you'll do

Each article walks through a focused outcome: provisioning TrekMail Platform SMTP versus Custom SMTP, connecting multiple domains with healthy MX/SPF/DKIM/DMARC, enabling 2FA for admins and mailbox owners, or setting up forwarding so shared aliases route mail correctly.

You will see where to launch migrations, how to monitor progress, and when to choose payment options like card checkout or yearly crypto via NOWPayments. References to the referral program and trial banners match the UI states you encounter while completing the task.

Steps

Start by signing in to the TrekMail dashboard. Use the sidebar to open Domains, Mailboxes, SMTP, Migrations, Billing, or Security depending on the task. Each section shows the exact navigation labels and form fields you need to complete.

Follow the numbered checklist to add or verify DNS records, pick TrekMail Platform SMTP or Custom SMTP credentials, kick off a migration with IMAP details, create forwarding rules, or enable 2FA. Watch for badges like Pending DNS, Active, and Trial to confirm progress, and keep the status chips open until you see green checks.

1. Open the relevant dashboard page and review any prerequisites noted in the article.
2. Enter the fields exactly as shown (hostnames, ports, passwords, referral codes, or payment details).
3. Submit the change and confirm the in-app status updates, success toasts, or health badges.
4. Validate from the user side—send a test message, confirm forwarding delivery, or check migration counters.
5. Repeat for additional domains or mailboxes if you manage multiple tenants within the same account.

Troubleshooting

Use these quick checks if something does not look right while following the steps. Most fixes involve confirming DNS values, re-entering credentials, or finishing required billing and security prompts so features stay unlocked.

If issues persist, revisit the article’s steps to ensure each prerequisite was met in order—especially when juggling multiple domains or SMTP modes. Look for in-app alerts near the page header; they often link directly to the setting that needs attention.

• DNS status stays gray: run Verify DNS and match the MX, SPF, DKIM, and DMARC records shown on the domain’s DNS & Health tab.
• SMTP sends fail: confirm the selected mode matches your credentials, and reset mailbox passwords if Custom SMTP rejections continue.
• Billing prompts block actions: add a card or complete the yearly crypto checkout, then retry enabling managed SMTP or continuing a migration.
• Referral or migration counters stall: refresh the page, re-open the migration dashboard, and check for per-mailbox rate limit notices.