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Choose Your Path

Not sure where to start? Pick the role that fits what you're here to do. Each path is a short, ordered set of pages that takes you from zero to productive.

🖊️ I'm an Author — I want to build and send messages​

Start here if your job is to create newsletters, campaigns, or announcements.

  1. Core Concepts — the Author → Edition → Folder → Broadcast model
  2. Send your first Broadcast — the 15-minute golden path
  3. Content & Authoring — templates, content, personalization
  4. Sending Campaigns — schedule, test, and send

🛠️ I'm an Admin — I'm setting up or governing the account​

Start here if you're standing up the workspace for your team.

  1. Account Setup Checklist — the ordered first-run steps
  2. Deliverability — authenticate your sending domain
  3. Account & Access — Authors, roles, and permissions
  4. Integrations — connect your other systems

📊 I'm an Analyst — I want to measure performance​

Start here if you own reporting and optimization.

  1. Reports & Analytics — what's tracked and how to read it
  2. Metrics Dictionary — exact definitions
  3. Tracking & Links — attribution and link performance

📣 I'm a Comms Manager — I run internal communications​

Start here if you're driving employee or member communications.

  1. Launch an Employee Newsletter
  2. Build an Internal Content Hub
  3. Microsites & Web Experiences

💻 I'm a Developer — I want to integrate​

Start here if you're connecting the platform to your own systems.

  1. Developer overview & authentication
  2. Webhooks — inbound and outbound events
  3. API reference

Still not sure? Read What Is the Platform first, then come back here.

Canonical terms: Author, Edition, Folder (Project Folder), Broadcast. See the Glossary.