Bento

The 3-Step Core Set Up

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Complete Bento's three setup essentials. Create an author, authenticate DNS, and connect your platform so you are ready to send practice and live email.

Three things to knock out before you start building anything in Bento. Most people finish all three in under 30 minutes.

Bento's Speedrun / Onboarding Guide covers these same steps tailored to your platform.

1 - Add yourself as an author

Go to Email > Authors and add yourself. This is the "from" identity on your emails.

Make sure you use the domain you actually want to send from. Bento generates your DNS records based on this email's domain.

2 - Set up your DNS

Follow the DNS setup guide. Bento also has provider-specific guides for Cloudflare, GoDaddy, Namecheap, and more.

If you get stuck, Jesse is very responsive on the Bento Discord.

3 - Connect your website or app

Use Bento's onboarding AI in the dashboard. It'll walk you through the steps for your specific platform. The Speedrun guide also has platform-specific checklists.

A basic connection is enough for now; we cover deeper integration patterns later.


When to move on

  • At least one author in Email > Authors
  • DNS records showing green checkmarks in Settings > DNS
  • Basic platform connection in place (or you know which path you're taking)

Video transcript

All righty. Welcome to the first proper training video. So in this one, I'm going to just share my screen for all of these. I've got my little notes up that will correspond to the text you're seeing on this page.

So that'll be our normal way of doing these. So let me switch to screen share, and we'll knock out these quick setup steps. So these are the three basic things you need to do before you can start properly using Bento. So this corresponds to Bento's speed run loosely.

So if you haven't checked that out, that's the official documentation page that walks through what we're going to do here in more detail. So definitely check that out if useful. First step is adding yourself as an author. So from within Bento, let me go into my little test account.

Over on the left, we have Emails and then Authors. This is where you'll want to set yourself up. And in my case, anyone who's a workspace user got an author already made for them, so I just went through and archived all the ones that I wouldn't ever actually use. So you'd just want to do the same thing.

And then, of course, if you are going to send from a different address than one of these authors, you can archive them all and just add only your actual desired sending address. And once you do that, you will follow the DNS setup guide on Bento within the main docs, and it has all the steps. It just didn't really feel worth [clears throat] rehashing here because he'll be keeping these up to date. Most of us are using Cloudflare, so if that's you, when you're in here, click to the Cloudflare one.

If you're on GoDaddy without Cloudflare, Namecheap without Cloudflare, check those out. But a lot of the time, so for me, for example, I buy my domains with Namecheap, but I point those domains to Cloudflare. So in my case, I might say, "Wait, I use Cloudflare and Namecheap." No, I don't. I use Cloudflare because, in this case, we only care about the one who's responsible for managing your DNS records.

And, as always, if you're stuck, just ask Jesse for help. He's really responsive in Discord. So once you've got your DNS set up, final step is connecting your website or app or whatever. So also in the speed run guide, you can find checklists for whatever the type of thing is that you are setting up.

So if you're on that first page, you can choose the context. So if you have a WordPress site, this will guide you through installing the Bento plugin. If you are doing this as a dev or with no-code tools, use these, et cetera, et cetera, et cetera. But basically, getting the core connection set up is really useful because it'll allow Bento to automatically track visitors doing stuff on your website, which is really useful.

So you can know when somebody visits a certain page, and in the case of WordPress, if you're using something like WooCommerce, you could track events from that. Shopify is included, but I don't think-- Oh, yeah, no, we've got Shopify here. So get that core setup done so that you have the event tracking set up, and then we can move on to the juicy stuff. See you there.