Cymbal Setup Checklist
A first-week checklist to connect your ticketer, finish DNS and messaging setup, and send your first campaign.
Use this checklist to go from a new Cymbal organization to a first successful email or text. Most organizations finish these steps in their first week.
Manager also has an onboarding wizard with four parts: Tell us about your business (your organization, brand and email style, and ticketing integrations), Email marketing setup, Text message marketing setup, and Meta Ads setup. Email, Texts, and Ads each save their own progress, so you can pause one and finish another without losing your place. The onboarding screen marks each part COMPLETE or IN PROGRESS, and Continue takes you to the first unfinished part, right where you left off. Treat this page as the practical order of operations; the wizard walks you through much of the same work.
1. Connect a ticketing provider
Go to Settings → Integrations.
Connect your ticketer (OAuth or credentials, depending on provider).
Wait for events and orders to sync to Home.
Guides: Connect a Ticketing Provider · How are events synced with my ticketer?
2. Domain & email setup
Start Email setup. If the Emails tab is empty, select Get setup, or pick up the Email part of the onboarding wizard.
When asked Do you have an existing email address for marketing?:
Yes: add your custom email address, then add the DNS records it needs.
No: select Contact support and our team will help you get an email address for marketing. You can keep going with the rest of setup in the meantime.
Open Settings → Domain to check your email sender DNS, and add an optional custom page domain or link shortener.
Start warmup on your custom email address if you will send volume.
Guides: Adding DNS Records · Setting Up a Custom Email Address · Custom Email Warmup
3. SMS setup (if you text fans)
Start Texts setup. If the Texts tab is empty, select Get setup, or pick up the Texts part of the onboarding wizard.
Choose your marketing phone number: register a new number, or port an existing US number you already use. See Phone Number Registration.
Connect a custom domain and add the DNS records for your text subscription form. A custom domain is required to meet the TCPA requirement, and you can't continue until every record is live. See SMS Setup.
After your number is live, confirm Inbox appears in the sidebar.
Optionally set up Welcome SMS and Reply Forwarding under Settings → Text.
4. Team, timezone, and billing
Invite teammates under Settings → Organization. See Owner vs Limited roles to choose the right role.
Set your timezone. See Adjusting Timezone and Time Format.
Confirm billing/subscription is active under Settings → Billing (Owners).
5. Ads
Follow Ads Setup, or pick up the Ads part of the onboarding wizard.
Connect Meta. See Connecting Meta Ads.
6. Send your first campaign
Success looks like: events on Home, contacts growing from purchases (or uploads), and a successful test email or SMS.
Email → create campaign → test → schedule/send
SMS
Texts → create text → include sender ID + STOP language → test → send. See SMS best practices
Page / form
Pages & Forms → create → publish. Remember Starter's 4 live pages cap