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Getting startedUpdated 30 Oct 2026

Complete the onboarding checklist

The checklist takes you from an empty workspace to a first live journey. Here is what each step does.

VJ
Written by Vikram Joshi
Customer Success Manager
  • Published30 Oct 2026
  • Read time1 min
  • Length133 words
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The seven steps

The checklist shows seven steps: connect a data source or install the SDK, import contacts, install an industry pack, approve message templates, build or edit a journey, send a test and go live.

Each step has a link to the right screen and a status. Steps update by themselves when Flowfox sees the data arrive.

How long it takes

Many teams finish the first four steps in a day. Template approval for SMS and WhatsApp depends on your operator and on Meta, so plan for a few days.

You can build and test the journey while approvals are pending.

If a step is stuck

A stuck step shows the reason and a suggested fix. If you need help, use Contact support from the checklist and we will see which step you are on.

Frequently asked questions

Can I skip a step?

Yes, but a journey cannot go live without approved templates and a goal.

Does the checklist change by industry?

Yes. Installing a pack adds steps specific to that industry, such as registering sender IDs.

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