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Quick Start Guide

Get started with LeadNest in minutes. This guide will walk you through creating your first campaign and sending your first message.

What You'll Learn

  • How to create your LeadNest account
  • Setting up your first app
  • Importing your audience
  • Creating and sending your first campaign
  • Viewing analytics and results
Prerequisites

Before you begin, make sure you have:

  • A valid email address
  • Your website or app URL
  • A list of subscribers (optional for testing)

Step-by-Step Guide

1 Create Your Account

Sign up for a free LeadNest account:

  1. Visit leadnest.ai
  2. Click "Get Started" or "Sign Up"
  3. Enter your email and create a password
  4. Verify your email address
Free Starter Plan

New accounts automatically start with our Starter plan, which includes free credits to test all features.

2 Create Your First App

An "App" in LeadNest represents your website, mobile app, or project:

  1. After logging in, click "Create New App"
  2. Enter your app name (e.g., "My Website")
  3. Add your website URL
  4. Select your organization or create a new one
  5. Click "Create App"

You'll receive an API key that you can use to integrate LeadNest with your application.

3 Import Your Audience

Add subscribers to your audience:

  • Manual Import: Upload a CSV or Excel file with email addresses and phone numbers
  • API Integration: Use our REST API to sync subscribers automatically
  • Web Forms: Add signup forms to your website

CSV Format Example:

email,phone,first_name,last_name,country john@example.com,+1234567890,John,Doe,US jane@example.com,+1987654321,Jane,Smith,US

Navigate to Audience → Import and upload your file.

4 Create Your First Campaign

Let's create a simple email campaign:

  1. Go to Campaigns → Create Campaign
  2. Select "Email" as your channel
  3. Choose a template or start from scratch
  4. Design your email using the drag-and-drop editor
  5. Add a subject line and preview text
  6. Select your audience segment
  7. Schedule or send immediately
Pro Tip

Send a test email to yourself before sending to your entire audience. Click "Send Test" in the campaign editor.

5 View Your Results

After sending your campaign, monitor its performance:

  • Go to Dashboard → Campaigns
  • Click on your campaign name
  • View real-time metrics:
    • Delivery rate
    • Open rate
    • Click-through rate
    • Conversions

API Quick Start

If you prefer to integrate programmatically, here's a quick example:

Send an Email via API

curl -X POST https://api.leadnest.ai/v1/email/send \ -H "Authorization: Bearer YOUR_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "to": "user@example.com", "subject": "Welcome to LeadNest!", "html": "

Hello!

Welcome to our platform.

", "from": { "email": "noreply@yourdomain.com", "name": "Your Company" } }'

Response

{ "success": true, "message_id": "msg_abc123xyz", "status": "queued" }

Next Steps

Now that you've sent your first campaign, explore these features:

Common Questions

How much does LeadNest cost?

LeadNest uses usage-based pricing. You only pay for what you use. Check our pricing page for details.

Can I test before committing?

Yes! All new accounts receive free credits to test all features. No credit card required to start.

What channels are supported?

LeadNest supports Email, SMS, WhatsApp, Push Notifications (Web, Mobile, In-App), and Voice messages.

Is there a limit on subscribers?

No. You can have unlimited subscribers. You only pay for messages sent.

Coming Soon Features

We're constantly working on new features to help you scale your communications. Here's what's currently in development:

AI Lead Scoring
Predictive Optimization
Multi-language Bots
Expanded CRM Sync

Need Help Getting Started?

Book a personalized demo with our team and discover how LeadNest can transform your communication strategy.

Contact Support