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Reference

Cross-product lookup pages that define the platform's terms, tags, fields, metrics, roles, events, and limits in one place.

Reference is the single place to look up how the platform defines its terms, tags, fields, metrics, roles, events, and limits. Turn here when you need to confirm the exact meaning or behavior of something while building an Edition, targeting subscribers, or reading a report.

What you can do here​

  • Confirm what a core term means (Author, Edition, Folder, Broadcast) and how it maps to the words in the UI.
  • Look up personalization tags you can insert into an Edition and what each one pulls in.
  • Find the subscriber fields and operators available for building targeting rules.
  • Check exactly how each reporting metric is counted across email, SMS, and interactive content.
  • See which actions each role can perform and which limits or features apply to your plan.

Start here​

  1. Glossary — Every core term plus its brand and UI synonyms.
  2. Personalization Tags Catalog — What each tag inserts and its fallback.
  3. Targeting Fields and Operators — Fields and operators for segments.
  4. Reporting Metrics Dictionary — How each report metric is counted.
  5. Roles and Permissions Matrix — Which role can do what, at a glance.

In this section​

  • Glossary — Define every core term (Author, Edition, Folder, Broadcast) plus their brand and UI synonyms so any word a reader sees maps to one concept.
  • Personalization Tags Catalog — List every personalization tag an Author can insert into an Edition, what each one pulls in, and its fallback when data is missing.
  • Targeting Fields and Operators — Catalog the subscriber fields and the comparison operators available for building audience segments and targeting rules.
  • Reporting Metrics Dictionary — Define every report metric across email, SMS, and interactive content, including exactly how each one is counted.
  • Roles and Permissions Matrix — Show in a single matrix which actions each user role can perform across authoring, sending, reporting, and administration.
  • Webhook Event Catalog — List every webhook event the platform can send, when each one fires, and what its payload contains.
  • Email Rendering Support — Summarize what content renders correctly across major email clients, including Outlook, Gmail, mobile, and dark mode.
  • Limits and Availability — Document sending, size, and rate limits and which features are gated by plan or entitlement.

Canonical terms: Author (the user), Edition (an email an Author builds), Folder (where Editions are organized), Broadcast (an Edition that is sent out), subscriber (recipient).