Step-by-Step Setup (Wizard)

You can find the wizard in the Funnel Architect on the “Email Series” card. As long as you haven’t published a series yet, the card opens the wizard directly.

What you'll need beforehand

• Login credentials for your domain provider

• The address of your privacy policy

• Your legal notice information

• At least one landing page in Christiani.AI

• Role: Owner or Full Access

The steps at a glance

Note: The welcome page says “Step 1 of 5.” There are actually 6 steps.

Step 2: Sender & Domain

1. Enter the sender name (2–100 characters). It will appear in the inbox, e.g., “Anna from Muster GmbH.”

2. Enter the sender’s email address. This is just the part before the @, e.g., hello.

3. Optional: Enter a reply-to address. This is where your recipients’ replies will be sent.

4. Enter the sending domain. We recommend using a subdomain such as mail.your-domain.com.

5. Check the box next to “I confirm that I am authorized to send emails via this domain…”.

6. Click “Connect Domain.”

A window will open where you can log in to your domain provider. The necessary settings will then be configured automatically.

Everything you need to know about the domain, including the manual method and common issues: Connect the Sending Domain

You might get stuck here:

• The “Connect Domain” button is grayed out: The domain is missing, the checkbox isn’t selected, or, for a primary domain, the second checkbox regarding risk isn’t selected.

• The window doesn’t open: An ad blocker is often blocking it. In that case, use “Alternatively: Set DNS entries manually.”

• You can click “Next” even though the domain hasn’t been verified yet. This is by design. However, you can’t publish the series in Step 5 until the domain has been verified.

Step 3: Footer & Legal Notice

Required fields:

• Company

• Street, ZIP Code, City, Country

• Contact Email

• Your company’s website

• Link to the Privacy Policy

Optional: Tagline, Owner/Management, Phone, Social Media Profiles, Redirect after confirmation.

Clicking “Continue” saves the information. If any information is missing, the corresponding field will be highlighted.

Details: Footer, Legal Notice, Privacy Policy, and Redirection

Step 4: Email Design

Everything is pre-filled based on your brand design. You can click “Next” right away.

You can customize the following here:

• Accent and button colors

• Show or hide logo, upload your own email logo

• Logo alignment

• Signature (greeting and name)

You’ll find more options later under “Email Settings → Email Design.” Details: Customize Email Design

Step 5: First Email Series

1. Give the series a name (at least 2 characters). Only you can see it.

2. Select the length: 1, 3, 5, or 7 emails.

3. Under “Import content from email sequences,” select a pre-made sequence or leave it set to “No template: the AI writes the content.”

4. Review the consent text (at least 20 characters). It comes pre-filled with a useful example.

5. Click “Create Series & Generate Content.”

6. Review the generated emails. You can create any missing emails via the respective card.

7. Click “Publish & Continue.”

What happens during creation:

You might get stuck here:

• The sequence dropdown list is empty. Only sequences that match the selected length are displayed. Select a different length or click “Create the email sequence now.” A sequence with 2 emails appears under Length 3, one with 4 under Length 5.

• The name, length, and consent text cannot be edited after creation. Review them beforehand.

• An email was not created. The process stops at the first error. The series still exists. Create the missing emails using their cards.

• “Publish & Continue” displays a list of issues. It specifies exactly what is missing. All issues and solutions: Error Messages and Troubleshooting (Email Series)

Details about series and the editor: Create, Edit, and Publish an Email Series

Step 6: Connect the landing page

1. Select the landing page.

2. Select the published series.

3. Click “Connect.”

You’ll then see “All set up!”.

You might get stuck here:

• The list of landing pages is empty: You don't have a landing page yet. Create one first, then connect it later under "Series & Content."

• Expert pages, booking pages, and pages with a link button do not appear in the list. They cannot be connected.

Details: Link a series to a landing page

Pause and resume the wizard

You can exit the wizard at any time. The next time you open it, it will resume from where you left off:

Note:

• Only what you’ve confirmed with “Next,” “Save,” or “Connect to Domain” is saved.

• Unsaved entries in the footer are retained as long as you don’t close the browser tab. Entries in the other steps will be lost.

• If you created a series in Step 5 but didn’t publish it, and you return later, the wizard will display the empty form again. Your draft hasn’t been lost. You can find it under “Email Settings → Series & Content” and publish it there. Do not create a second series in the wizard.

Test After Setup

1. Open your connected landing page in an incognito browser window.

2. Sign up using your own email address.

3. Check your inbox, including the spam folder. The confirmation email usually arrives within a minute.

4. Click the button in the email and confirm on the page.

5. Email 1 will arrive immediately afterward.

Tip: Repeat the test with email addresses from different providers (e.g., Gmail, Outlook, GMX).