Getting started with Nexura: what to set up first
New to Nexura? This guide walks you through the first steps to get value as quickly as possible.
Setting up your first workflow in under 10 minutes
The fastest way to see Nexura's value is to get a workflow running on day one. Start with something simple — a lead routing workflow or a follow-up sequence — and use one of the pre-built templates to get it live quickly.
Once you've seen how the pieces fit together, building more complex workflows becomes intuitive. The goal of that first setup isn't perfection — it's familiarity.
Connecting your tools and importing your data
After your first workflow is live, the next priority is connecting your existing tools. Head to the integrations panel and link your CRM and email platform first — these connections unlock the most value early on.
From there, import any existing contact lists or campaign data you want Nexura to work with. The onboarding checklist in your dashboard will guide you through each step, and our support team is available if anything gets stuck.
Inviting your team and setting up permissions
Once your first workflow is live and your integrations are connected, the next step is getting your team into the platform. Nexura's role-based permissions let you control who can view, edit, and publish workflows — an important consideration as more people start working inside the tool.
Start by identifying who needs full access and who only needs visibility. Clear permission structures prevent accidental changes to live workflows and make it easier to maintain accountability as your automation library grows.
Making the most of Nexura's templates library
You don't have to build everything from scratch. Nexura's template library includes pre-built workflows for the most common marketing use cases — lead nurturing, campaign triggers, re-engagement sequences, and more. Each template is fully customizable and designed to get you to a working state in minutes.
Browsing the library early in your onboarding is one of the best ways to understand what's possible with the platform. Many teams find workflows they hadn't even thought to build simply by seeing what others have already mapped out.
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