First-Time Setup Checklist

Welcome to TrekMail! When you sign up, a setup wizard guides you through the essentials. If you skipped it or want a reference, here's the full checklist.

Core Setup

1. Add your domain

Goal: Tell TrekMail which domain you want to use for email (like mycompany.com).

1. Go to the Domains page.
2. Click Add Domain.
3. Enter your domain name and confirm.

Note: You can add more domains later, but start with your primary one.

2. Connect your domain

Goal: Add a few settings at your domain provider so email flows through TrekMail.

1. After adding a domain, you'll see the DNS & Health tab.
2. Log in to where you bought your domain (e.g., GoDaddy, Namecheap, Cloudflare).
3. Copy the DNS records shown in TrekMail and add them to your DNS settings.
4. Wait a few minutes, then check the status in TrekMail until you see the green badge.

We group the records by what they do:

• To receive email — MX record
• To send email — SPF, DKIM, and SMTP records
• To keep emails out of spam — DMARC, MTA-STS, and TLS-RPT records

Tip: If your domain uses Cloudflare DNS, click Set up DNS automatically — one click, no manual copying. See Cloudflare Automatic DNS Setup.

Step-by-step guide for popular providers · Required DNS Records

3. Enable sending

Goal: Choose a plan so you can send emails from your address.

• Paid plans (Starter, Pro, Agency): Sending works automatically — no extra setup needed. All plans include a 14-day free trial.
• Nano: You can receive email, but to send you'll need to connect your own SMTP provider in SMTP settings.

Go to Plans to choose a plan or start a free trial.

4. Create your first email address

Goal: Create an address like hello@mycompany.com that you'll use to send and receive email.

1. Go to the Mailboxes page.
2. Click Create New Mailbox.
3. Choose a creation method:
   • Invite owner: Send a setup link so they set their own password.
   • Bulk invites: Send setup links to many people at once.
   • Create manually: Set the address and password yourself.
   • Bulk create: Upload a CSV to create many mailboxes at once.
4. Pick a name (e.g., admin, hello, support) and select your domain.
5. Set a strong password (or let the recipient choose theirs via invite).

Next Steps

Once the core setup is done, these optional steps help you get the most out of TrekMail.

5. Connect Outlook, Gmail or Apple Mail

Goal: Use your TrekMail address in your favorite email app.

1. Go to your Domain details and open the Connection tab.
2. Copy the IMAP (incoming) and SMTP (outgoing) server settings.
3. Open your email app and add a new account using those settings.

We have step-by-step instructions for each app on the Connection tab.

See IMAP & SMTP Settings

6. Bring over your old emails

Goal: Copy your existing emails from Gmail, Outlook, or another provider into TrekMail.

1. Go to Migrations.
2. Start a New Migration.
3. Enter the details of your old provider and your TrekMail mailbox.
4. Run the migration and monitor progress.

Read the Migration Overview

7. Clean up your contact list

Goal: Check your contact list for invalid addresses before sending.

1. Go to the Email Verifier.
2. Upload or paste your contact list.
3. Run a verification — invalid and risky addresses are flagged automatically.
4. Remove the bad addresses before sending.

Tip: Every plan includes free verification credits. A quick check before your first send keeps your emails out of spam.

8. Review your plan

Goal: Make sure your plan fits your needs.

1. Go to Plans.
2. Compare Nano, Starter, Pro, and Agency.
3. Upgrade if you need more domains, email addresses, storage, or sending capacity.

9. Protect your account

Goal: Turn on two-factor authentication so only you can log in.

1. Go to Account Settings > Security.
2. Enable Two-Factor Authentication.
3. Scan the QR code with an authenticator app (like Google Authenticator or Authy).
4. Save your backup codes in a safe place.

Takes less than a minute. We recommend this for all account owners.

10. (Optional) Brand the dashboard under your own domain

Goal: If you're running TrekMail for clients, your customers can see your dashboard and webmail under your own domain — your logo, your name, your colors.

1. Activate the White Label Lite add-on from the Plans page.
2. Configure brand identity and custom domain on the White Label settings page.
3. Add a CNAME at your DNS provider.

Available as an add-on on every plan, including Nano. See What is White Label Lite? for the full overview.