1. Select pricing tier
Based upon how many data feeds (email accounts) you will set up for your MailJive organization, choose one of the pricing tiers: Startup, Small Business, or Enterprise.
If you aren’t sure, be sure to launch the price calculator to see which plan works best for you.
2. Create your account
To create your account, you can sign up using your Google (Gmail) account, your Microsoft (Office 365 / Outlook / Live) account, or provide a username and password for your MailJive account.
3. Provide account details
When you choose to create a MailJive account, you’ll need to provide your email account and a strong password. A strong password is at least 8 characters, with a combination of upper- and lower-case letters, numbers, and symbols.
You also need to specify your organization name.
If you’ve been invited to MailJive by one of our affiliates, or a customer with a referral code, please provide that invitation code, as well.
4. Confirm plan
Once your account is created, you can review the plan details, before proceeding to billing info.
5. Provide billing information
MailJive uses Stripe to securely store your payment information, and process recurring monthly charges. You’ll need to provide the credit card number, expiration, verification code, and billing zip code.
6. Manage subscription
After saving billing information, you will redirect to the subscription management page. From here, the easiest way to configure your organization’s teams, users, and data feeds is to select Launch Wizard.
Administrators can get to this page by selecting Manage from the left-side menu, under each organization.
7. Create teams (wizard)
Specify a team name, and then click Add Team. Do this for each team you want to create. When finished, click Invite Users.
A team can be a department, or just a group of people – however you’d like to organize the people and information within your organization.
8. Invite users (wizard)
Choose the team or teams to which you’ll invite each user, provide their email address, and click Add User. When finished, click Configure Data Feeds.
The email address you used to create your MailJive organization is already added to each team you create.
9. Configure data feeds (wizard)
Provide the email account to be used as a data feed, then click Add Data Feed. You will be automatically redirected to provide more information.
When all data feeds have been configured, click Review Settings.
An email account used as a data feed can be your own email, another team member’s email address, or even a shared or department email account.
10. Select email type
Select the email type. In this example, if you provide a *@gmail.com address, Gmail will automatically be selected. Likewise, a Microsoft account will be selected for a live.com, hotmail.com, or outlook.com address. Click Select *** Email to continue.
Gmail and Microsoft data feeds require you to authorize MailJive to access your account, but do not store your password, and authorization can be revoked at any time.
If you are not using a Gmail or Microsoft email account, you will likely use an IMAP email, although some still require POP3. Either email account type will require email address, password, server, and port information to be securely stored by MailJive.
11. Authorize or configure email
For Gmail accounts, click Authorize Gmail, then after signing into your Gmail account, click Allow.
For Microsoft accounts, click Authorize Microsoft, then after signing into your Microsoft account, click Allow.
IMAP / POP3
IMAP and POP3 email accounts require Username (email address), Password, Server, Port, and whether the connection uses SSL. You will need this information from your email administrator, if you don’t have it already.
Once the email account credentials are configured, click Validate.
12. Select folder
For Gmail, Microsoft, and IMAP email accounts, select the folder which MailJive will read for email, then click Save.
By default, the email Inbox will be selected.
13. Select teams
Select which teams will have access to this data feed within MailJive, providing more meaningful names, if necessary, then click Save.
14. Repeat as necessary
Repeat steps 9 – 13 to add as many data feeds as necessary, then click Review Settings.
15. Manage teams
When you manage the organization settings, the first tab allows you to manage teams. All current teams are listed, with the option to edit the team.
You can create a new team by clicking Add New Team.
16. Manage users
When you manage the organization settings, the second tab allows you to manage users. All current users are listed, with the option to edit the user.
You can invite a new user by clicking Add New User.
17. Manage feeds
When you manage the organization settings, the third tab allows you to manage data feeds. All current feeds are listed, with the option to edit the feed.
You can add a new data feed by clicking Add New Feed.
Want to learn how you or your team will accept an invitation? Read more at: https://learn.mailjive.com/2018/10/02/how-to/accept-an-invitation/