import { Checklist, DangerNote, HyperHeader, Note, WarningNote } from '../../../components/mdx'

import { HeroPattern } from '@/components/HeroPattern'
import { TimelineHeader } from '../../../components/TimelineHeader'
import { TimelineContainer } from '../../../components/TimelineContainer'
import { TimelineBody } from '../../../components/TimelineBody'
import { ButtonSelector, UserStoryOption } from '../../../components/ButtonSelector'

import { Figure } from '../../../components/Figure'
import { GuidelineContainer, GuidelineSection } from '../../../components/StepsWrapper'

<HyperHeader text='Onboarding Guide'></HyperHeader>

<HeroPattern />
Bento is an email marketing and automation platform designed to help you send more emails to your customers efficiently. With Bento, you can send marketing emails to one or many recipients, handle transactional emails like password resets, and manage 1-to-1 conversations using Bento Chat seamlessly.{{ className: 'pt-5 ' }}

<WarningNote>
To ensure our platform maintains high deliverability across our network we enforce that all accounts are manually reviewed by our compliance team within 12-24 hours of signing up. Please read our [Acceptable Use Policy](https://bentonow.com/legal/acceptable-use-policy) for more details on what constitutes acceptable use.
</WarningNote>

<DangerNote>
Bento is not a cold email or outreach platform. We only support sending emails to customers and users who expect and want to receieve your emails. Failure to comply with our guidelines will lead to account termination.
</DangerNote>

### The typical onboarding process takes just a few hours and involves:
- Sending data into Bento via one of our integrations (or our API/forms).
- Uploading a list of users to Bento via a CSV file.
- Adding DNS records for your domain.
- Designing your automations and emails.

Below is a step-by-step guide to help you onboard quickly and efficiently.


<ButtonSelector>
  <UserStoryOption top="Developer" middle="SDK">

    Use our [SDK Feature list](https://docs.bentonow.com/sdks) to find one of our official SDKs to jump start your development.

    These SDK make it easy to send data & emails programmatically into Bento. SDKs for [Laravel](https://github.com/bentonow/bento-laravel-sdk),
    [Ruby on Rails](https://github.com/bentonow/bento-ruby-sdk), and [Node.js](https://github.com/bentonow/bento-node-sdk) are some of our top available sdk's to quickstart your integration.

    To quickly get up and running complete the steps below.

    <GuidelineContainer>
    <GuidelineSection
      title="Add DNS Records for Your Domain"
      number={1}
      estimatedTime="15 mins"
      items={[
        "Go to `Emails > Authors` and add all the email addresses you want to send from.",
        "Then, go to `Deliverability > DNS Records`.",
        "Follow the instructions to add the provided DNS records to your domain's DNS settings.",
        "Add the DNS entry for link branding",
        "Click `Validate DNS Records` to ensure everything is set up correctly.",
        "If you need help, please schedule a call."
      ]}
    >
      To ensure your emails are delivered successfully, add the necessary DNS records to your domain.

      This will ensure that when Bento sends an email to your users, we are permitted to send on your behalf. This ensures they land in the inbox and don't bounce.

      <Note>Link Branding is a new feature that allows Bento to now brand images with your own domain on our platform, a unique feature we're excited to provide to our customers for free.</Note>
    </GuidelineSection>

      <GuidelineSection
        title="SDK Setup"
        number={2}
        estimatedTime="40 mins"
        items={[
          "Follow the install readme for the sdk",
          "Begin sending in key events only (i.e $signed_up when a user signs up)",
          "Optionally configure transactional emails",
          "Create Bento Subscribers when application users sign up"
        ]}
      >
        Initially, send a minimal amount of data to avoid noise (you can always send in more data later).
        Find links to our integrations in the main navigation under `Apps`.
      </GuidelineSection>

      <GuidelineSection
        title="Upload Existing Users"
        number={3}
        estimatedTime="20 mins"
        items={[
          "Navigate to `People > All Users` in the main navigation.",
          "Click on `Import Users`, then `Import Users (CSV)`.",
          "Download the sample spreadsheet.",
          "Add your data to the spreadsheet.",
          "Upload your CSV file containing user data.",
          "Refresh the page to see your imported users."
        ]}
      >
        Now that you have data flowing into Bento, go browse a few profiles to see how it looks.
        For some integrations, like Stripe or Shopify, certain custom fields will be added for you such as first_name or phone_number.

        You'll want to make note of this when you are uploading data from another system. You need to match the field names across all applications and data imports.

        ### Take Care
        <WarningNote>
          Do not just export a CSV from another system and then import it into Bento. Take time to make your CSV file as clean and complete as possible using our sample CSV as a guide. This will ensure that your data is accurate and will help you avoid any issues down the line.
        </WarningNote>

        <WarningNote>
          Ensure the file includes columns for `email`, `tags`, and any other custom fields you wish to include. Use lowercase and underscores for all column names in your CSV file.
        </WarningNote>

        <DangerNote>
          We strongly recommend that you upload your unsubscribed users and use the "Unsubscribe users" command during the import. This will ensure that you don't accidentally send emails to users who don't want to receive them.
        </DangerNote>

      </GuidelineSection>

      <GuidelineSection
        title="Send Your First Email"
        number={4}
        estimatedTime="8 mins"
        items={[
          "Click Search and type in your email address, then hit enter.",
          "You should now be viewing your profile. Click on Send Email.",
          "Fill out the fields and hit Send.",
          "Wait 5 seconds. If the email lands in your inbox, you've successfully sent your first email!",
          "Optionally send a transactional email from your application"
        ]}
      >
      </GuidelineSection>


      </GuidelineContainer>
  </UserStoryOption>
  <UserStoryOption top="Developer" middle="Import">

    We understand that the thought of switching from your current provider or beginning with a marketing system like Bento can be daunting, especially when it comes to importing users.

    That's why we designed this Laravel importer to streamline and automate the process, allowing you to quickly kick off and focus on real-world applications without the usual headaches.

    This Import currenctly is only available for our Laravel SDK. You can see the [SDK here](https://github.com/bentonow/bento-laravel-sdk), and read the detailed guide for [importing here](/examples/laravel_importer).

    <GuidelineContainer>
      <GuidelineSection
        title="Add DNS Records for Your Domain"
        number={1}
        estimatedTime="15 mins"
        items={[
          "Go to `Emails > Authors` and add all the email addresses you want to send from.",
          "Then, go to `Deliverability > DNS Records`.",
          "Follow the instructions to add the provided DNS records to your domain's DNS settings.",
          "Add the DNS entry for link branding",
          "Click `Validate DNS Records` to ensure everything is set up correctly.",
          "If you need help, please schedule a call."
        ]}
      >
        To ensure your emails are delivered successfully, add the necessary DNS records to your domain.

        This will ensure that when Bento sends an email to your users, we are permitted to send on your behalf. This ensures they land in the inbox and don't bounce.

        <Note>Link Branding is a new feature that allows Bento to now brand images with your own domain on our platform, a unique feature we're excited to provide to our customers for free.</Note>
      </GuidelineSection>

      <GuidelineSection
        title="SDK Setup"
        number={2}
        estimatedTime="40 mins"
        items={[
          "Follow the setup readme for the Laravel SDK",
          "Execute the built in importer",
          "Optionally use a custom query to build the data to pass into the importer"
        ]}
      >
        You can customize the users that are sent into Bento if you have a complex use case.
      </GuidelineSection>

      <GuidelineSection
        title="Send Your First Email"
        number={3}
        estimatedTime="8 mins"
        items={[
          "Click Search and type in your email address, then hit enter.",
          "You should now be viewing your profile. Click on Send Email.",
          "Fill out the fields and hit Send.",
          "Wait 5 seconds. If the email lands in your inbox, you've successfully sent your first email!",
          "Optionally send a transactional email from your application"
        ]}
      >
      </GuidelineSection>


    </GuidelineContainer>
  </UserStoryOption>
  <UserStoryOption top="No Code" middle="Integration">

    No-code solutions like Make.com or Zapier are excellent for quickly creating a wide variety of integrations with Bento to meet your marketing needs.

    <GuidelineContainer>
      <GuidelineSection
        title="Add DNS Records for Your Domain"
        number={1}
        estimatedTime="15 mins"
        items={[
          "Go to `Emails > Authors` and add all the email addresses you want to send from.",
          "Then, go to `Deliverability > DNS Records`.",
          "Follow the instructions to add the provided DNS records to your domain's DNS settings.",
          "Add the DNS entry for link branding",
          "Click `Validate DNS Records` to ensure everything is set up correctly.",
          "If you need help, please schedule a call."
        ]}
      >
        To ensure your emails are delivered successfully, add the necessary DNS records to your domain.

        This will ensure that when Bento sends an email to your users, we are permitted to send on your behalf. This ensures they land in the inbox and don't bounce.

        <Note>Link Branding is a new feature that allows Bento to now brand images with your own domain on our platform, a unique feature we're excited to provide to our customers for free.</Note>
      </GuidelineSection>

      <GuidelineSection
        title="Setup Integration"
        number={2}
        estimatedTime="15 mins"
        items={[
          "Connect Bento to Zapier / Make",
          "Setup a key event such as $signed_up or Purchased",
          "Optionally connect stripe to track payments with the signed up user"
        ]}
      >
        Initially, send a minimal amount of data to avoid noise (you can always send in more data later).
      </GuidelineSection>

      <GuidelineSection
        title="Upload Existing Users"
        number={3}
        estimatedTime="20 mins"
        items={[
          "Navigate to `People > All Users` in the main navigation.",
          "Click on `Import Users`, then `Import Users (CSV)`.",
          "Download the sample spreadsheet.",
          "Add your data to the spreadsheet.",
          "Upload your CSV file containing user data.",
          "Refresh the page to see your imported users."
        ]}
      >
        Now that you have data flowing into Bento, go browse a few profiles to see how it looks.
        For some integrations, like Stripe or Shopify, certain custom fields will be added for you such as first_name or phone_number.

        You'll want to make note of this when you are uploading data from another system. You need to match the field names across all applications and data imports.

        ### Take Care
        <WarningNote>
          Do not just export a CSV from another system and then import it into Bento. Take time to make your CSV file as clean and complete as possible using our sample CSV as a guide. This will ensure that your data is accurate and will help you avoid any issues down the line.
        </WarningNote>

        <WarningNote>
          Ensure the file includes columns for `email`, `tags`, and any other custom fields you wish to include. Use lowercase and underscores for all column names in your CSV file.
        </WarningNote>

        <DangerNote>
          We strongly recommend that you upload your unsubscribed users and use the "Unsubscribe users" command during the import. This will ensure that you don't accidentally send emails to users who don't want to receive them.
        </DangerNote>

      </GuidelineSection>

      <GuidelineSection
        title="Send Your First Email"
        number={4}
        estimatedTime="8 mins"
        items={[
          "Click Search and type in your email address, then hit enter.",
          "You should now be viewing your profile. Click on Send Email.",
          "Fill out the fields and hit Send.",
          "Wait 5 seconds. If the email lands in your inbox, you've successfully sent your first email!"
        ]}
      >
      </GuidelineSection>


    </GuidelineContainer>
  </UserStoryOption>
  <UserStoryOption top="Ecommerce" middle="Integration">

    Connect your store seamlessly:
    <GuidelineContainer>
      <GuidelineSection
        title="Add DNS Records for Your Domain"
        number={1}
        estimatedTime="15 mins"
        items={[
          "Go to `Emails > Authors` and add all the email addresses you want to send from.",
          "Then, go to `Deliverability > DNS Records`.",
          "Follow the instructions to add the provided DNS records to your domain's DNS settings.",
          "Add the DNS entry for link branding",
          "Click `Validate DNS Records` to ensure everything is set up correctly.",
          "If you need help, please schedule a call."
        ]}
      >
        To ensure your emails are delivered successfully, add the necessary DNS records to your domain.

        This will ensure that when Bento sends an email to your users, we are permitted to send on your behalf. This ensures they land in the inbox and don't bounce.

        <Note>Link Branding is a new feature that allows Bento to now brand images with your own domain on our platform, a unique feature we're excited to provide to our customers for free.</Note>
      </GuidelineSection>

      <GuidelineSection
        title="Shopify Setup"
        number={2}
        estimatedTime="3 mins"
        items={[
          "Connect Shopify to Bento",
          "Start reciveving customer data and orders"
        ]}
      >
        Bento and Shopify connect directly. Bento will start receiving data from Shopify, including customer data and orders.
        Find links to our integrations in the main navigation under `Apps`.
      </GuidelineSection>

      <GuidelineSection
        title="Upload Existing Users"
        number={3}
        estimatedTime="20 mins"
        items={[
          "Navigate to `People > All Users` in the main navigation.",
          "Click on `Import Users`, then `Import Users (CSV)`.",
          "Download the sample spreadsheet.",
          "Add your data to the spreadsheet.",
          "Upload your CSV file containing user data.",
          "Refresh the page to see your imported users."
        ]}
      >
        Now that you have data flowing into Bento, go browse a few profiles to see how it looks.
        For some integrations, like Stripe or Shopify, certain custom fields will be added for you such as first_name or phone_number.

        You'll want to make note of this when you are uploading data from another system.

        ### Take Care
        <WarningNote>
          Do not just export a CSV from another system and then import it into Bento. Take time to make your CSV file as clean and complete as possible using our sample CSV as a guide. This will ensure that your data is accurate and will help you avoid any issues down the line.
        </WarningNote>

        <WarningNote>
          Ensure the file includes columns for `email`, `tags`, and any other custom fields you wish to include. Use lowercase and underscores for all column names in your CSV file.
        </WarningNote>

        <DangerNote>
          We strongly recommend that you upload your unsubscribed users and use the "Unsubscribe users" command during the import. This will ensure that you don't accidentally send emails to users who don't want to receive them.
        </DangerNote>

        <Note>
          Remember to use Node.js version 16 or higher for best compatibility.
        </Note>
      </GuidelineSection>

      <GuidelineSection
        title="Send Your First Email"
        number={4}
        estimatedTime="5 mins"
        items={[
          "Click Search and type in your email address, then hit enter.",
          "You should now be viewing your profile. Click on Send Email.",
          "Fill out the fields and hit Send.",
          "Wait 5 seconds. If the email lands in your inbox, you've successfully sent your first email!"
        ]}
      >
      </GuidelineSection>
    </GuidelineContainer>

  </UserStoryOption>
  <UserStoryOption top="Wordpress" middle="Integration">

    If you use Wordpress, sign up for Bento and connect directly.
    Download our WordPress plugin to get started.
    Bento will start receiving data from WordPress plugins including LearnDash, WooCommerce, EasyDigitalDownloads, and a handful more.
    Find links to our plugin in the main navigation under `Apps`.

    <GuidelineContainer>
      <GuidelineSection
        title="Add DNS Records for Your Domain"
        number={1}
        estimatedTime="15 mins"
        items={[
          "Go to `Emails > Authors` and add all the email addresses you want to send from.",
          "Then, go to `Deliverability > DNS Records`.",
          "Follow the instructions to add the provided DNS records to your domain's DNS settings.",
          "Add the DNS entry for link branding",
          "Click `Validate DNS Records` to ensure everything is set up correctly.",
          "If you need help, please schedule a call."
        ]}
      >
        To ensure your emails are delivered successfully, add the necessary DNS records to your domain.

        This will ensure that when Bento sends an email to your users, we are permitted to send on your behalf. This ensures they land in the inbox and don't bounce.

        <Note>Link Branding is a new feature that allows Bento to now brand images with your own domain on our platform, a unique feature we're excited to provide to our customers for free.</Note>
      </GuidelineSection>

      <GuidelineSection
        title="Setup Wordpress Integration"
        number={2}
        estimatedTime="15 mins"
        items={[
          "Download and install the Bento Wordpress Plugin",
          "Configure your API keys and activate the Plugin",
          "Start receiving customer data and order information"
        ]}
      >
        <Note>For any plugin that isn't supported by us or the community consider buying a licence for WPFusion as it can
          connect hundreds of different plugins to Bento. We are happy to credit accounts that require this to get
          started.</Note>
      </GuidelineSection>

      <GuidelineSection
        title="Upload Existing Users"
        number={3}
        estimatedTime="20 mins"
        items={[
          "Navigate to `People > All Users` in the main navigation.",
          "Click on `Import Users`, then `Import Users (CSV)`.",
          "Download the sample spreadsheet.",
          "Add your data to the spreadsheet.",
          "Upload your CSV file containing user data.",
          "Refresh the page to see your imported users."
        ]}
      >
        Now that you have data flowing into Bento, go browse a few profiles to see how it looks.
        For some integrations, like Stripe or Shopify, certain custom fields will be added for you such as first_name or phone_number.

        You'll want to make note of this when you are uploading data from another system. You need to match the field names across all applications and data imports.

        ### Take Care
        <WarningNote>
          Do not just export a CSV from another system and then import it into Bento. Take time to make your CSV file as clean and complete as possible using our sample CSV as a guide. This will ensure that your data is accurate and will help you avoid any issues down the line.
        </WarningNote>

        <WarningNote>
          Ensure the file includes columns for `email`, `tags`, and any other custom fields you wish to include. Use lowercase and underscores for all column names in your CSV file.
        </WarningNote>

        <DangerNote>
          We strongly recommend that you upload your unsubscribed users and use the "Unsubscribe users" command during the import. This will ensure that you don't accidentally send emails to users who don't want to receive them.
        </DangerNote>

      </GuidelineSection>

      <GuidelineSection
        title="Send Your First Email"
        number={4}
        estimatedTime="8 mins"
        items={[
          "Click Search and type in your email address, then hit enter.",
          "You should now be viewing your profile. Click on Send Email.",
          "Fill out the fields and hit Send.",
          "Wait 5 seconds. If the email lands in your inbox, you've successfully sent your first email!",
        ]}
      >
      </GuidelineSection>


    </GuidelineContainer>
  </UserStoryOption>
  <UserStoryOption top="Excel" middle="Import">

    If you have a user list exported from another provider or signups from an in-person event, use the Bento importer to set up those users.

    <GuidelineContainer>
      <GuidelineSection
        title="Add DNS Records for Your Domain"
        number={1}
        estimatedTime="15 mins"
        items={[
          "Go to `Emails > Authors` and add all the email addresses you want to send from.",
          "Then, go to `Deliverability > DNS Records`.",
          "Follow the instructions to add the provided DNS records to your domain's DNS settings.",
          "Add the DNS entry for link branding",
          "Click `Validate DNS Records` to ensure everything is set up correctly.",
          "If you need help, please schedule a call."
        ]}
      >
        To ensure your emails are delivered successfully, add the necessary DNS records to your domain.

        This will ensure that when Bento sends an email to your users, we are permitted to send on your behalf. This ensures they land in the inbox and don't bounce.

        <Note>Link Branding is a new feature that allows Bento to now brand images with your own domain on our platform, a unique feature we're excited to provide to our customers for free.</Note>
      </GuidelineSection>

      <GuidelineSection
        title="Upload Existing Users"
        number={2}
        estimatedTime="20 mins"
        items={[
          "Navigate to `People > All Users` in the main navigation.",
          "Click on `Import Users`, then `Import Users (CSV)`.",
          "Download the sample spreadsheet.",
          "Add your data to the spreadsheet.",
          "Upload your CSV file containing user data.",
          "Refresh the page to see your imported users."
        ]}
      >
        Now that you have data flowing into Bento, go browse a few profiles to see how it looks.
        For some integrations, like Stripe or Shopify, certain custom fields will be added for you such as first_name or phone_number.

        You'll want to make note of this when you are uploading data from another system. You need to match the field names across all applications and data imports.

        ### Take Care
        <WarningNote>
          Do not just export a CSV from another system and then import it into Bento. Take time to make your CSV file as clean and complete as possible using our sample CSV as a guide. This will ensure that your data is accurate and will help you avoid any issues down the line.
        </WarningNote>

        <WarningNote>
          Ensure the file includes columns for `email`, `tags`, and any other custom fields you wish to include. Use lowercase and underscores for all column names in your CSV file.
        </WarningNote>

        <DangerNote>
          We strongly recommend that you upload your unsubscribed users and use the "Unsubscribe users" command during the import. This will ensure that you don't accidentally send emails to users who don't want to receive them.
        </DangerNote>

      </GuidelineSection>

      <GuidelineSection
        title="Send Your First Email"
        number={3}
        estimatedTime="8 mins"
        items={[
          "Click Search and type in your email address, then hit enter.",
          "You should now be viewing your profile. Click on Send Email.",
          "Fill out the fields and hit Send.",
          "Wait 5 seconds. If the email lands in your inbox, you've successfully sent your first email!",
        ]}
      >
      </GuidelineSection>


    </GuidelineContainer>
  </UserStoryOption>
</ButtonSelector>