Everything you need to onboard and launch

Everything you do lives inside your organization. Members you invite see your data and nothing from any other tenant. Within that workspace you can:

• Send through your own provider — Gmail or Outlook over SMTP, Amazon SES, SendGrid or Brevo. The platform builds the right sending backend from whichever credentials you store.
• Use your own domain — register a sending domain, publish the DNS records we generate, and send as [email protected].
• Build reusable templates — write HTML yourself or generate a first draft with the built-in AI assistant, then personalize with contact variables.
• Launch and track campaigns — target contact lists, track opens and clicks, and watch delivery, bounce and complaint rates update in real time.

1. 1

   Create your account and organization

   Sign up, confirm your email, and log in. Your organization is created for you during signup. See Account & organization.
2. 2

   Connect an email provider

   Add SMTP credentials (Gmail, Outlook, or any SMTP host) or an Amazon SES, SendGrid or Brevo key under Settings → Email Providers. See Email providers.
3. 3

   Optional — verify a custom sending domain

   Add your domain, publish the DKIM, SPF and DMARC records we generate, then hit Verify. See Custom domains.
4. 4

   Import your contacts

   Upload a CSV or Excel file, or add contacts one at a time, and organize them into lists. See Contacts & lists.
5. 5

   Create a template

   Write your HTML or generate a draft with AI, and drop in personalization variables. See Templates & AI.
6. 6

   Build and send your campaign

   Walk the campaign wizard, choose your audience and provider, turn on tracking, and send. See Launch a campaign.
7. 7

   Watch the results

   Open Delivery Logs for delivery, open, click, bounce and complaint rates. See Logs & analytics.

Sign up

1. 1

   Go to the signup page

   Open Get Started and fill in your first and last name, your organization name, a username, your email address and a password.
2. 2

   Verify your email address

   We send a verification link to the address you entered. Click it to activate the account. If it does not arrive within a few minutes, check spam and promotions folders.
3. 3

   Log in

   Sign in at Log in and you land on your dashboard. Forgot your password later? Use the reset link on the login page.

What the organization name is used for

Your organization name is the tenant boundary for every resource — contacts, templates, campaigns, domains and logs are all scoped to it. It is also available in templates as the {{organization_name}} variable, so it can appear in email footers and signatures.

Manage your profile and password

Update your name and details under Profile. Change your password under Settings — you will be asked for your current password before setting a new one.

Give the provider a recognizable name (for example “Corporate Gmail”), pick the type, and enter a From Email — the address recipients see in the From header. Then fill in the type-specific fields below.

SMTP (Gmail, Outlook, or any SMTP host)

Amazon SES

SendGrid and Brevo

Both need only an API Key generated in that provider's dashboard with mail-send permission.

Default provider and health checks

• Set as default provider — the provider pre-selected when you build a campaign. You can still override it per campaign.
• Run health check on save — verifies the credentials actually connect before you rely on them. Keep this on; a provider that fails its health check will fail mid-campaign otherwise.

Step 1 — Register the domain

Click Add Domain, enter the domain you want to send from (for example yourcompany.com), and choose an ownership mode:

You can also change the MAIL FROM subdomain — it defaults to mail, giving you a MAIL FROM domain of mail.yourcompany.com. This is the domain used for bounce handling and SPF alignment.

Step 2 — Publish the DNS records

As soon as the domain is registered we generate the exact records to add at your DNS provider (Cloudflare, Route 53, GoDaddy, Namecheap, and so on). Each row has a copy button. This is what you will see:

Step 3 — Verify

DNS changes usually propagate in a few minutes but can take up to 24–48 hours. Press Verify Now on the domain row to re-check on demand. The status moves through these values:

Domain limits

How many domains you can register, and whether custom or organization-owned domains are available at all, depends on your plan. The Domains page shows your current usage against your limit. See Plans & limits.

1. 1

   Pick a verified domain

   Only domains in VERIFIED status can have sender addresses created on them.
2. 2

   Choose the local part

   The part before the @ — for example hello, news or support, giving you [email protected].
3. 3

   Set a display name

   The friendly name recipients see, such as “Acme Newsletter”. You can edit this at any time without recreating the address.

Receiving replies

Sender addresses on platform-managed domains can also receive mail, and each one is marked as receiving-capable in the list. Addresses on organization-owned SES domains are send-only — replies go wherever your own MX records point. See Inbox.

Suspending and deleting

Deleting a sender address stops it being selectable for new campaigns. An address may also be marked SUSPENDED by the platform, with the reason shown on the row — suspended addresses cannot send until the issue is resolved. The number of sender addresses you can hold across all domains is capped by your plan.

Adding contacts

• One at a time — use New Contact for email, name, phone and any tags.
• Bulk import — use Import to upload a .csv, .xlsx or .xls file up to 10 MB.

Preparing your import file

Put a header row on top with one column per field. At minimum include an email column; first name, last name and phone are recognized as well and feed the personalization variables. During import you can:

• Assign every imported row to an existing contact list.
• Apply tags to the whole batch — for example imported, q1-leads — which makes it easy to find or clean up that batch later.

Working with lists

A contact can belong to several lists at once, and the campaign wizard shows each list's contact count as you select it. Structure lists around how you actually segment — by product interest, lifecycle stage or region — rather than by import batch.

Creating a template

Generating a draft with AI

Rather than starting from a blank editor, fill in the template name and subject, then open the AI panel and press Generate with AI. You can steer the output with:

• Tone — professional, friendly, urgent, and so on.
• Audience — who you are writing to, e.g. “SaaS founders”.
• Call to action — the action you want, e.g. “Start free trial”.

The assistant fills in the body, plain-text alternative, description, tags and preview text. Everything it writes is fully editable — treat it as a first draft and always read it before sending.

Values are substituted at send time from the contact record, the campaign and your organization. These are the variables available:

Contact

Campaign and organization

System

1. 1

   Campaign details

   Name the campaign, add optional tags and an internal description, then write the Email Subject recipients will see and the Preview Text that follows it in the inbox.
2. 2

   Select a template

   Choose from your template library. A live preview renders below the selector so you can confirm you picked the right one.
3. 3

   Choose your audience

   Select one or more contact lists. Each card shows how many contacts it holds, so you can see your total reach before committing.
4. 4

   Sending configuration and tracking

   Pick the provider to send through, then set your tracking options and personalization fallbacks (described below).
5. 5

   Review and launch

   Confirm everything on the review step, then send. The campaign moves to SENDING and delivery is processed in the background — you can leave the page.

Tracking options

Personalization fallbacks

On the same step you can set a Company Name, a Recipient First Name Placeholder used when a contact has no first name, and the Current Year. These fill in the corresponding template variables for this campaign.

Campaign statuses

Pausing and resuming

A campaign that is sending can be paused from its detail page and resumed later — useful if you spot a mistake mid-send. Emails already delivered cannot be recalled, so pause as early as you can.

Per-message detail

The log table lists individual sends with their recipient, campaign and current delivery status, and can be filtered while you investigate a specific problem. It is the first place to look when someone reports they did not receive an email.

The Inbox shows unread count, inbox and sent totals, and the number of connected accounts, with Inbox, Sent and Trash folders.

Every marketing template should contain {{unsubscribe_url}}, and every campaign should have Include Unsubscribe Link enabled. Each recipient receives a unique link; following it opens a public unsubscribe page and immediately opts that contact out of future sends — no login required on their part.

• Only send to people who actually opted in. Never upload purchased lists.
• Make it obvious who is emailing and why the recipient is hearing from you.
• Include a valid postal address in your footer where your jurisdiction requires it.
• Process opt-outs promptly — the platform does this automatically, so do not re-add unsubscribed contacts through a later import.

• In-app, real time — the dashboard holds a live connection, so campaign progress and delivery events appear as they happen. Review the history under Notifications.
• Browser push — opt in and your browser will notify you about important events even when the dashboard tab is not focused. Your browser will ask permission the first time.

Team Insights

Organization admins get a Team Insights view showing member count, templates in use, most-used templates, notification volume and recent template activity — useful for seeing which assets your team actually relies on.

Limits

Feature flags

Compare the standard tiers on the pricing section of the homepage.

• Tenant isolation — every contact, template, campaign, domain and log entry is scoped to your organization and is not reachable by any other tenant.
• Encrypted credentials — SMTP passwords, AWS keys and provider API keys are encrypted before storage and are never returned in full through the API or displayed again in the dashboard.
• Authenticated sessions — access is token-based, and role checks are enforced on every request rather than only in the interface.
• Soft deletion — deleting a record removes it from your workspace while preserving an audit trail, so accidental deletions can be investigated.

1. 1

   Authenticate your domain

   Publish DKIM, SPF and DMARC as described in Custom domains. Unauthenticated mail is increasingly rejected outright by major providers.
2. 2

   Send only to people who opted in

   Permission is the foundation. Everything else is optimization on top of it.
3. 3

   Warm up new domains and providers gradually

   Build volume over days or weeks rather than sending your full list on the first day.
4. 4

   Keep your list clean

   Remove hard bounces immediately, and stop mailing contacts who have not engaged in a long time. Inactive recipients drag down your engagement signals.
5. 5

   Make unsubscribing easy

   A visible unsubscribe link produces far fewer spam complaints than a hidden one. A complaint hurts you much more than an opt-out does.
6. 6

   Write like a human

   Avoid all-caps subject lines, walls of exclamation marks, and image-only emails with no text. Keep a sensible ratio of text to images.
7. 7

   Watch your rates every send

   Rising bounce or complaint rates are the earliest warning that something is wrong. Investigate before the next campaign, not after.

• Check Delivery Logs first — for anything about a specific message, the per-message status in the log is the fastest answer.
• Ask your organization admin — plan limits, feature availability and role changes are set at the organization level.
• Contact support — for suspended domains or addresses, plan changes, or anything you cannot resolve from the dashboard. Include your organization name, the domain or campaign involved, and what you have already tried.