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What Is the Platform

The platform is one place to design, send, and measure customer communications. As an Author, you build an Edition (an email), organize your work in Folders (Project Folders), and send it as a Broadcast to your subscribers — then watch how it performs. The same account also supports SMS, interactive content that lives inside the email, standalone web experiences, and automated journeys.

What this covers

This is the starting point for everything you can do in your account:

  • Email — build branded Editions, personalize them for each subscriber, and send them as Broadcasts.
  • SMS — reach subscribers on their phones alongside your email programs.
  • In-email interactive content — add surveys, polls, and other live elements that subscribers act on without leaving the message.
  • Microsites and landing pages — publish hosted web experiences for signups, event pages, and campaign destinations.
  • Automation — trigger messages from subscriber actions or schedules so the right message goes out at the right time.
  • Reporting — track opens, clicks, deliverability, and engagement across your Broadcasts.

Key tasks

Most Authors start with a handful of core activities:

  • Create and organize Editions in Folders.
  • Personalize content with tokens so each subscriber sees relevant details.
  • Send a Broadcast to a chosen audience, then review its results.
  • Build interactive content such as surveys and add it to an Edition.
  • Publish a microsite or landing page and capture signups.

(Confirm the exact menus and buttons for each task in your account.)


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