# The setup checklist

> The guided "Get set up" card on your dashboard and what each step does.

_Source: https://hexafloww.com/docs/getting-started/onboarding-checklist_

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New projects show a **"Get set up"** card at the top of the dashboard. It walks you through the few things needed before you can send your first campaign.

## The steps

Depending on your plan, the checklist includes:

- **Connect email sending** — add an SMTP or Amazon SES account so email campaigns can go out. (Skipped on WhatsApp-only plans.) See [Set up email sending](https://hexafloww.com/docs/email/set-up-email-sending.md).
- **Import your contacts** — bring in the people you want to market to. See [Import contacts from a CSV](https://hexafloww.com/docs/contacts/import-contacts-csv.md).
- **Connect WhatsApp or social** — link at least one channel. See [The Connect Accounts hub](https://hexafloww.com/docs/connect-accounts/connect-accounts-overview.md).
- **Send your first campaign** — an email campaign, or the WhatsApp campaign wizard on WhatsApp-only plans.

![Get set up checklist card with steps ticking off](https://hexafloww.com/docs/getting-started/onboarding-checklist.webp)

> [!NOTE]
> **It stays accurate automatically**
> Each step is checked live against your actual data every time the dashboard loads — there's no separate progress that can get out of sync. Connect SMTP and the email step ticks itself; send a campaign and that step completes.

## Hiding and resuming it

You can dismiss the card while it's incomplete. It's replaced by a small **"Resume setup"** link with your progress, so you can always get back to it. Once every applicable step is genuinely done, the card disappears for good.