Common Workflows
Use these guides when you know what outcome you want and need the correct sequence of screens.
Workflow index
| Goal | Start here |
|---|---|
| Send product email from an app | First Transactional Send |
| Send a safe campaign to a small list | First Marketing Campaign |
| Set up a new customer or brand | Onboard a Client Brand |
| Move an existing list into PING8 | Migrate Contacts |
| Run your own high-volume MTA path | Self-Host with Kumo |
Safe default
Every workflow follows the same safety sequence:
- Configure identity.
- Verify DNS or API key access.
- Test with one owned recipient.
- Confirm telemetry.
- Increase scope gradually.