From your website to your first campaign.

1. Add your website and check your product

Create your account and complete onboarding. Add the website or product page that explains what you sell. Review the product description, audience and problem you solve; correct anything that is too broad or inaccurate.

Once you are in the workspace, open Settings → Products to check what Touchbase is using. A specific product description gives your research and drafts useful context. Use the actual product name and explain who it helps; avoid broad labels such as “software.”

Ready to move on: the product name, description and intended audience describe what you actually offer.

2. Choose your plan

After onboarding, your Free account can use a small monthly allowance without a credit card. Upgrade when you need higher limits. Compare the included email allowance, demo credits, connected accounts and seats on the pricing page. Check the billing interval and the amount shown before checkout.

Included allowances and purchased credits are different balances. Review the displayed cost before processing a demo or an edited cut. Additional credits are available from Plan when you need them.

3. Connect the accounts you need

Open Integrations and connect the mailbox you intend to send from. Connect Google Calendar if you want to offer available meeting times. Connect social accounts when you are ready to publish content.

If a connection shows Reconnect, sign in to that provider again and review the requested permissions. A disconnected calendar cannot supply reliable availability. Use the account that owns the mailbox or calendar you want Touchbase to use.

Ready to move on: your intended sending mailbox is connected and its status does not ask you to reconnect.

4. Choose who you want to reach

A webhook receives events sent by your platform; creating its URL does not pull in an existing database by itself. Import existing contacts first, or have your platform send them, then connect ongoing signup and update events.

5. Prepare and review your first email

For an email to a customer list, open Campaigns → New campaign. Choose the intended list, select or edit an email design, and review the subject and message. Confirm the recipients and sending mailbox before sending.

For a personalized first email to a newly researched prospect, use Outreach → Write emails. Check names, links, product details and any price or performance claims. A held draft needs your review; correct unsupported details before sending it.

Start with a small, relevant audience. Your plan allowance is separate from mailbox safety limits, and adding credits does not remove those sending limits.

6. Manage replies in Inbox

Open Inbox to read replies, review conversations that need attention and manage follow-ups. Respect unsubscribe requests and review excluded contacts before creating another campaign.

Keep automation off until you have checked the audience, content and sending setup. Email autopilot lives inside Campaigns; outreach automation stays inside Outreach, and content automation stays inside Create.