Learn

The guided learning track for novice Authors and Account-Manager-led onboarding: single-feature first-run tutorials plus cross-feature use-case playbooks.

Learn is your guided starting point for getting confident with the platform. Use it when you are new to authoring, onboarding with an Account Manager, or ready to tackle a complete use case end to end.

What you can do here

• Follow first-run tutorials that walk you through a single task, such as sending a Broadcast or importing an audience.
• Work through cross-feature playbooks that solve a real business goal from start to finish.
• Build your first template, segment, and interactive element with step-by-step guidance.
• Set up an automated send and read your first Broadcast report.
• Run a final pre-send checklist before any Broadcast goes out.

Start here

1. Send Your First Broadcast — Build a simple Edition and send it to a small test audience.
2. Import Your First Audience — Upload a CSV to create your first list of subscribers.
3. Build Your First Template — Create a reusable, on-brand Edition template.
4. Launch an Employee Newsletter — Stand up a recurring internal newsletter end to end.
5. Pre-Send Checklist — Run a final quality and deliverability check before you send.

In this section

Playbooks

• Launch an Employee Newsletter — Stand up a recurring internal newsletter end to end, from audience and template to scheduled Broadcast and results.
• Build an Internal Content Hub — Combine Editions and a microsite into an always-on destination where employees browse company content.
• Gate Content with SSO — Restrict a microsite or content hub to authenticated employees using single sign-on.
• Run an Employee Survey and Share the Results — Collect employee feedback with an in-email survey and publish the findings back to the organization.
• Run a Promotional Campaign — Plan, build, and send a multi-touch marketing campaign and measure what drove engagement.
• Grow Your List with Signup Forms — Capture new subscribers through hosted signup forms and welcome them with an automated Broadcast.
• Sync a Store and Send Product Content — Connect a product catalog and send personalized product Editions that stay in step with your store.
• Optimize Your Send Time — Use engagement data and testing to find the time that gets your Broadcast opened.
• Migrate from Another Platform — Move your audiences, templates, and sending over from a previous email platform with confidence.
• Pre-Send Checklist — Run a final quality and deliverability check before any Broadcast goes out the door.

Tutorials

• Send Your First Broadcast — Build a simple Edition and send it to a small test audience from start to finish.
• Import Your First Audience — Upload a CSV to create your first list of subscribers ready to receive a Broadcast.
• Build Your First Template — Create a reusable, on-brand Edition template you can start every future email from.
• Create Your First Segment — Filter your audience into a smaller, targeted segment for a more relevant send.
• Add Your First Interactive Element — Drop a poll or survey into an Edition so recipients can respond right inside the email.
• Set Up Your First Automated Send — Configure a trigger that sends a Broadcast automatically when a subscriber joins.
• Read Your First Report — Open a Broadcast report and understand opens, clicks, and engagement at a glance.

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Terms: Author = you, the person building emails. Edition = an email you build. Folder = where Editions are organized. Broadcast = an Edition that is sent out. Subscriber = a recipient. SSO uses Microsoft Entra ID.