Peikly Setup Guide: Get Started Quickly

Introduction to Peikly Setup #

This Peikly setup guide helps you configure your account, understand the platform, and start using messaging, campaigns, and automation features quickly.

Peikly is a smart marketing automation platform designed to manage contacts, send WhatsApp and email campaigns, and automate customer engagement from one place.

What You Will Achieve with Peikly Setup #

By completing your Peikly setup, you will:

• Access your dashboard and core modules
• Configure messaging and campaign tools
• Prepare your account for automation workflows
• Start communicating with your contacts

Step 1: Sign In and Start Your Peikly Setup #

Go to the login page and sign in using:

• Email and password
• Google account
• Microsoft account
• Facebook account :contentReference[oaicite:0]{index=0}

If you are new, create your account first and continue the Peikly setup process.

Step 2: Complete Your Peikly Setup with Onboarding #

After your first login, Peikly guides you through the onboarding process.

This step is essential to complete your Peikly setup, including:

• Company profile configuration
• Business activity selection
• Initial system preparation

The onboarding wizard simplifies your setup and ensures your account is ready for use :contentReference[oaicite:1]{index=1}.

Step 3: Explore the Dashboard After Peikly Setup #

Once your Peikly setup is complete, you will access the main dashboard.

The dashboard includes:

• Activity summaries
• Quick navigation to features
• Access to Contacts, WhatsApp, Email, and Workflows

This is your central control panel for managing campaigns and communication.

Step 4: Understand Core Features in Peikly Setup #

A complete Peikly setup includes understanding these modules:

Contacts Management #

Organize and manage your customer database.

WhatsApp Messaging #

Send messages, create templates, and run campaigns.

Email Marketing #

Configure email servers and send campaigns.

Automation Workflows #

Build automated customer journeys based on triggers.

Step 5: Complete Required Setup Configuration #

To finish your Peikly setup, make sure you configure:

• WhatsApp connection (Meta account and phone verification)
• Email server (SMTP)
• Reply-to mailbox for receiving responses

Some features will not work until your Peikly setup is fully completed.

Next Steps After Peikly Setup #

After finishing your Peikly setup, you can:

• Add your first contacts
• Create a WhatsApp template
• Launch an email campaign
• Build an automation workflow

Tips for a Successful Peikly Setup #

• Start with one campaign before scaling
• Use templates for consistency
• Verify all required configurations
• Use Peikly AI to speed up your setup

Common Issues During Peikly Setup #

Feature Not Available #

You may see:

• “This feature is not available in your plan”
• “This action needs setup before it can be prepared”

These messages indicate incomplete Peikly setup or plan limitations :contentReference[oaicite:2]{index=2}.

Summary of Peikly Setup #

Your Peikly setup is now complete. You are ready to manage contacts, send campaigns, and automate customer engagement efficiently.

Peikly is a smart marketing automation platform that helps you manage contacts, send WhatsApp and email campaigns, and automate customer engagement from a single dashboard.

This guide walks you through the essential steps to set up your account and start using the platform effectively.

What You Will Achieve #

By the end of this guide, you will:

• Access your Peikly dashboard
• Understand the main modules
• Complete basic setup requirements
• Be ready to send your first message or campaign

Step 1: Sign In to Your Account #

Go to the login page and sign in using one of the available methods:

• Email and password
• Google account
• Microsoft account
• Facebook account :contentReference[oaicite:0]{index=0}

If you don’t have an account yet, complete the registration process first.

Step 2: Complete the Onboarding Process #

After your first login, Peikly may guide you through a setup flow.

This onboarding process helps you:

• Configure your company profile
• Define your business activity type
• Prepare your workspace for messaging and automation

The onboarding wizard is designed to simplify your initial setup and can be embedded into other platforms if needed :contentReference[oaicite:1]{index=1}.

Step 3: Explore the Dashboard #

Once setup is complete, you will land on the main dashboard.

The dashboard provides:

• A summary of your activity
• Quick access to key features
• Navigation to modules like Contacts, WhatsApp, Email, and Workflows

This is your central control panel for managing communication and campaigns.

Step 4: Understand Core Modules #

Peikly is structured around key modules:

Contacts #

Manage your customer database, including contact details and activity.

WhatsApp Messaging #

Send messages, create templates, and run campaigns through WhatsApp.

Email Marketing #

Set up email servers, create templates, and launch email campaigns.

Automation Workflows #

Build automated sequences triggered by user actions or events.

Step 5: Complete Required Setup #

Before sending messages or campaigns, ensure the following are configured:

• WhatsApp connection (Meta account and phone verification)
• Email server (SMTP) for campaigns
• Reply-to mailbox for receiving responses

Some features will not work until these prerequisites are completed.

Next Steps #

Now that your account is set up, you can move on to:

• Adding your first contacts
• Creating a WhatsApp template
• Setting up your first email campaign
• Building your first automation workflow

Tips for New Users #

• Start simple: send one campaign before building complex automations
• Use templates to standardize messaging
• Check feature availability based on your subscription plan
• Use Peikly AI to guide you through tasks step by step

Common Issues #

Feature Not Available #

You may see messages like:

• “This feature is not available in your plan”
• “This action needs setup before it can be prepared”

This means you either need to upgrade your plan or complete required setup steps :contentReference[oaicite:2]{index=2}.

Summary #

You are now ready to start using Peikly. With your account configured and dashboard ready, you can begin managing contacts, sending messages, and automating workflows.