Basic Workflow

This page gives you a quick overview of the basic steps to start sending emails with BaseMailer.

Whether you’re using it for marketing, internal communication, or customer outreach — follow this flow to get going in minutes.

Step 1: Choose or Create a Template

Start with the default template or design your own

• Go to the Templates tab
• Use the preloaded template, or click New Template
• Use the drag-and-drop builder to customize your email
• Add dynamic fields like {{First Name}} for personalization

Step 2: Connect a Sender Account

Send emails using Gmail, Outlook, or SMTP

• Go to the Sender Accounts tab
• Click + New Account
• Authorize Gmail or Outlook, or enter SMTP settings manually

Step 3: Send Your Email

Choose your table, select a template, and launch your email

• Go to the Send Emails tab
• Select your Airtable table and email column
• Choose your connected sender account
• Pick your email template
• Click Send Email

Once you’ve completed these 3 steps, your campaign is on its way.