Getting started: your BOMA setup guide
Welcome back. The best way to see what BOMA can do for your firm is to try it, and we've made it as straightforward as possible. Below are three things to work through at your own pace. Each one takes 5–10 minutes and shows you something genuinely useful. Click on any guide below to get started, and come back here whenever you're ready for the next one.
In this guide
- Upload your logo and set your brand colours
- Send a test email to yourself using the content library
- Connect your social media accounts and post your first update
The three things to try
1. Upload your logo and set your brand colours
Upload your logo and BOMA automatically extracts your brand colours to build your email template. Every campaign you send will look professional and on-brand from day one — no design work required.
Read the guide: Upload your logo and set your brand colours →
2. Send a test email to yourself using the content library
BOMA's content library gives you instant access to professionally written articles you can send to clients and prospects. In this guide you'll pick an article, build a branded email around it, and send it to yourself — so you can see exactly what your clients will receive.
5–10 minutes
Read the guide: Send your first email campaign →
3. Connect your social media accounts and post your first update
Connect your Facebook, LinkedIn, and X (Twitter) accounts to BOMA and post directly from the content library — without leaving the platform or copying and pasting anything.
⏱ 5–10 minutes
Read the guide: Connect your social media accounts →
Need a hand?
If you have any questions at any point, the BOMA support team is here to help.
Get in touch at support@bomamarketing.com and we'll get back to you as soon as we can or book a live demo / training session here.