At your first visit to Indie Email, at your Indie Website backend, you'll be asked to fill out the following information:
Add your first and last name
Add your address info:
Company name (mandatory)
Address line 1 (mandatory)
Address line 2 (Optional)
City (mandatory)
State / Province / Region (mandatory)
Country (mandatory)
Zip / Postal code (mandatory)
Website (recommended)
Phone number (recommended)
Configuring your sender and authenticating your domain
Authentication prevents spammers from using your domain to send emails without your permission by employing protocols like SPF, DKIM, and DMARC to validate the legitimacy of your emails and enhance delivery reliability.
It's crucial to note that sending from a non-authenticated domain is known to cause significant delivery issues with all email providers, preventing many recipients from receiving your emails in their Inbox.
If you don't authenticate your domain the following message will appear for Gmail receivers :
So let's follow these steps:
Under ⚙️Account > Sender > Add Sender
Fill out the form. Avoid using @gmail emails as sender, since it will impact your deliverability.
Now click at authenticate domain. Follow the steps provided.
Indie Email will verify if the DNS records have been properly added. If yes, you'll see a "Verified" badge
Configuring your brand
Under ⚙️Account > Brand, upload your logo. You can also select default button colors. Publish your changes.
Do the same changes under Smart Templates (otherwise our pre set templates won't reflect your branding!). Publish your changes.
Configuring your list
Now, at your first row menu, go to Contacts
Create a list
You can import contacts from a CSV or Spreadsheet. Read more.
Under Contacts, you have the option to set the subscriber Preference up. Read more
Connecting your Indie Email to Stripe
By connecting your Indie Email to Stripe you can use our built in automations to best manage your paying supporters: sending them a thank you email right after they contribute or email them about failed payments.
At Indie Email, go to ⚙️Account > Stripe Integration
At your Stripe account, visit Developers > API Keys
Scroll down to Restricted keys > Create Restricted keys
Select "Building your own integration"
Give it a name
Scroll down to "Customers" and set it to "Read"
Click "Create Key"
Now back at your API screen, you'll see the new Restricted key you've created. Click "Review Key". Click again to copy it.
Back at Indie Email, paste the restricted key:
Click "Connect Stripe"
A new screen will appear with a webhook. Copy the webhook.
Back at Stripe, now visit Developers > Webhooks. Click "Add Endpoint"
Paste the endpoint. Click on Select Events. Select the following events:
Invoice.upcoming
Invoice.payment_failed
Invoice.payment_succeeded
Customer.subscription.deleted
Click "Add Endpoint"
You'll be redirected to a new screen. Click on "Signing Secret Review". Paste the code back at Indie Email. Click "Verify Signature"
Now select a list from the drop down and create all the available automations:
A summary of each automation:
Stripe Invoice Payment Succeeded: When a new subscription or one time payment is created, the supporter is added to your Indie Email. Your new contact will have information about which tier and amount they contributed. If it's a recurrent subscription (monthly or yearly plans) your contact will also have their status set as "active". A thank you email will be automatically sent.
This automation is also responsible for sending supporters their receipt for both one time payments and recurring subscription.
Stripe Customer Subscription Deleted: when a recurring payment is canceled, it automatically sends a cancellation email and adds the cancelation date to your contact. It also removed the status "active"
Stripe Invoice Payment Failed: it automatically sends an email so your supporter can update their credit card information
Stripe Invoice Upcoming: sends a renewal email notification for supporters who donated on yearly plans
Please make sure you created all of them, so your supporters can have a better experience and avoid churn!
Turn on your Stripe automations!
Go to the Automations tab
You'll see that all your Stirpe automations are turned off. Turn all of them on. No extra steps are needed!