228 docs tagged with "how-to"

The ordered first-run steps to stand up a new account: authenticate your domain, add a sender, invite Authors, import an audience, and send a first Broadcast.

Step-by-step guide to setting the target date and time, styling the timer, and placing it in an Edition.

The interactive catalog covers polls, quizzes, and surveys but omits a general in-email form/data-capture block, a common interactive element.

Guides you through defining audience rules and the content each group sees, then adding the block to an Edition.

Walks through choosing the data or location that drives the image and adding it to an Edition.

Step-by-step guide to inserting a poll, writing the question and choices, and styling it inside an Edition.

Walks through generating a QR code for a destination link and adding it to an Edition.

Walks through building quiz questions, marking correct answers, and placing the quiz in an Edition.

Place a form on your site to capture subscribers and leads.

Embed or link your signup form so visitors can subscribe from your site or a microsite.

Step-by-step guide to linking your Spotify profile or playlist and adding the follow button to an Edition.

Create a single subscriber and fill in their email address and field values by hand.

Embed a survey on your site to gather feedback from visitors.

Guides you through creating survey questions and adding the survey to an Edition.

Step-by-step guide to scheduling which image displays at which time and placing it in an Edition.

Step-by-step guide to embedding a video, setting its poster image, and placing it in an Edition.

Place an existing widget onto a Page or Post.

Guides you through uploading the competing images, setting the split, and adding the A/B image to an Edition.

Guides you through building a GIF slideshow from your images and adding it to an Edition.

Guides you through adding slides, ordering them, and linking each image within an Edition.

Shows how to include a text message as a step in an automated journey so subscribers get SMS at the right moment.

Add articles and content blocks to an Edition and reorder them into the flow you want.

Register a From address and confirm ownership so Authors can send Broadcasts from it.

Walks through adding an audio clip or podcast episode and configuring its player in an Edition.

Add buttons and action items that prompt readers to respond.

Connect Canva so Authors can import designs and graphics directly into their Editions.

Apply custom styles to control the appearance of your content.

Walks through pairing a desktop and mobile image and adding them to an Edition.

Enrich a Post with images, video, and a featured image.

Insert clickable links and buttons that drive readers to your content.

Move individual subscribers or groups onto and off a static list.

Manually suppress addresses or release ones that were suppressed in error.

Attach source, medium, and campaign tags to a link so clicks appear in your web analytics.

Bring animated GIFs and video into the media library and your content.

Break site traffic down by audience segment, source, and time of day to understand who is visiting and when.

Apply a theme to control the look of an Edition and switch themes as needed.

Apply your palette and brand fonts to content, buttons, and backgrounds.

Exclude specific recipients by applying suppression lists so a Broadcast skips them.

Set default analytics tags that are added to all links in an Edition without editing each one.

Assign roles that control what each Author can create, send, and manage.

Attach API keys to requests and understand how key scopes control access.

Walk through the full domain-authentication process and see which DNS records you need to add.

Common anniversary/renewal/date-triggered journeys aren't covered by the existing welcome/drip/action pages.

Define rules that automatically include subscribers who match specific field values or conditions.

Create a focused landing page for a campaign or announcement.

Create a sequence of Editions that go out over time in the drip flow designer.

Automatically send a welcome Edition when a subscriber joins your audience.

Arrange content into columns and sections for a structured Edition.

Self-serve upgrade/downgrade and card updates are a core self-serve capability with no coverage.

Select a layout that adapts to mobile and desktop screens automatically.

Select the list of subscribers a drip campaign sends to.

No guidance on removing invalid, hard-bounced, or inactive addresses to protect deliverability - a routine list-hygiene task.

Let visitors RSVP or register for an event.

Explains how to grow your texting list by inviting subscribers to text a keyword to join.

Set account-wide defaults such as time zone, language, and sending preferences.

Set password rules, two-factor authentication, and session timeouts to protect your account.

Point your own domain at a Microsite.

Set up an SFTP, cloud file, or data feed so subscriber lists import automatically on a schedule.

Link an online store so you can showcase products on your site.

Set up Azure AD to let Authors sign in with their work accounts and to sync directory groups into audiences.

Link your Salesforce org so leads, contacts, and campaign activity flow between Salesforce and the platform.

Link SharePoint so Authors can pull documents and assets into their Editions.

Connect Magento to bring customer and order data into your audiences and Editions.

Connect Shopify to pull customers, orders, and products for use in your audiences and Editions.

Grant or restrict individual Authors' access to specific Folders and the Editions inside them.

Show or hide content based on who a signed-in visitor is.

Set the sending frequency and add wait steps between Editions in a drip.

Set a Post as public or restrict it to signed-in or targeted audiences.

Group related Posts and Pages into a collection.

Add a custom field to store extra information about your subscribers for personalization and targeting.

Build a standalone landing page using the same authoring tools as an Edition.

Set up a new Microsite from scratch.

Build a standalone Page such as an About or Contact page.

Write and format a new Post for your site.

Build a widget once and reuse it in multiple places.

Shorten a tracked link so it takes less space, which is especially useful in SMS messages.

Build a form that lets new people opt in and grow your audience.

Set up a fixed list of subscribers you can send Broadcasts to.

Start a new Edition inside a Folder and set its subject and basic details.

Add an event with details, date, and location to your site.

Guides an Author through building a reusable SMS business card that identifies the sender on outgoing texts.

Tag content with topics to power filtering and personalized feeds.

Create, view, and revoke API keys so your developers can connect to the platform (see the Developer docs).

Issue and rotate partner keys for multi-account and white-label integrations.

Set up Workspaces to separate teams, departments, or newsletters within a single account.

Set up discount and promotional codes for shoppers.

Apply your logo, colors, theme, and layout to a Microsite.

Choose which lists, topics, and fields subscribers can manage from their Preference Center.

Remove access for an Author who has left, and reassign their Folders and Editions.

Permanently delete a subscriber or remove them from your audience when required.

No guidance on alt text, semantic structure, and color contrast for screen readers - a common enterprise/public-sector requirement absent from content-authoring.

Copy an existing Edition or content item to reuse it as a starting point.

Rename, reorder, and clean up your custom fields so your subscriber data stays consistent.

Switch to code view to fine-tune the HTML behind a content item.

Change the settings of a scheduled Broadcast or cancel it before it sends.

Adjust images in the media library before adding them to an Edition.

Add a hosted signup form to collect subscribers from your own website.

Place polls, surveys, and other interactive widgets on external web pages.

Add Spotify tracks, playlists, or podcasts to an Edition using the Spotify integration.

Keep a chosen link untracked (for example, an unsubscribe or legal link) while tracking the rest.

Download report figures as a spreadsheet for your own analysis or archiving.

Highlight a collection on your homepage or in navigation.

Identify the most-viewed content and outbound links on a site to see what resonates with your audience.

No page on locating, copying, or archiving previously sent Broadcasts - a frequent everyday task once a customer is live.

Style copy with headings, lists, spacing, and emphasis inside a content item.

Produce ready-to-use HTML content blocks from a plain-language description.

Create original images from a text prompt and add them to your content.

Provisioning a sending number plus carrier registration (10DLC brand/campaign or toll-free verification) is a hard prerequisite for any SMS send and is entirely absent.

Generate and locate the API keys needed to start making authenticated requests.

GDPR/CCPA operational how-to (export or erase a subscriber's personal data) is missing; concepts/compliance-and-privacy is conceptual only.

See who marked mail as spam and how complaints are automatically actioned to protect your reputation.

Bulk-upload addresses that should never receive messages to enforce your suppression rules.

Pull Posts from your site into an Edition to reuse them in a Broadcast.

Upload a spreadsheet of contacts to add many subscribers to a list at once.

Apply sending and content best practices that keep Broadcasts out of the spam folder.

Place images, GIFs, and video from the media library into an Edition.

Add tokens like first name and company so content adapts to each reader.

Invite new Authors by email and give them access to the right Workspace.

Add a sign-up option so visitors can subscribe from the hub.

Connect a landing page to buttons and links inside an Edition.

Review who responded and export the attendee list.

Set display names, reply-to addresses, and defaults for the identities your Broadcasts are sent from.

Organize, update, and share templates and themes across your team.

Edit a site's name, URL, visibility, and general settings.

Review who has unsubscribed and understand how opt-outs are recorded and honored.

View, search, and export the addresses that are automatically excluded from future Broadcasts.

Match the columns in your file to the correct subscriber fields so data lands in the right place.

Track opens, clicks, and how recipients progress through the steps of an automated drip.

Authenticate your domain, offer one-click unsubscribe, and keep spam complaints low so high-volume Broadcasts reach the inbox.

Customers need to see consumed vs allotted email/SMS volume against plan limits to avoid overage surprises; not covered by limits-and-availability reference.

Track which automations are active, paused, or complete and how they are performing.

Find and open the performance report for a Broadcast you have sent.

Sort, search, and manage assets so you can find the right media fast.

Rename, group, and delete lists to keep your audiences tidy and easy to find.

Sort your content into categories so readers can browse by theme.

Folder/Project Folder is a canonical concept, but no page explains creating, nesting, moving, or archiving Folders and the Editions inside them. account-access only covers Author access to Folders, not the Folder CRUD itself.

Generate signed tokens that securely identify already-authenticated visitors.

Bring in existing HTML and tidy it for reliable rendering in email.

Check how your Edition looks on different screen sizes before sending.

Review a site and publish it so it goes live.

Preview an Edition and send test messages before it goes out as a Broadcast.

Preview an Edition as a specific reader to confirm tokens fill in correctly.

Check spelling, grammar, and tone, then apply AI-suggested fixes.

Monitor engagement and complaint signals and take action to keep your reputation strong.

Add a sent Broadcast to your online newsletter archive.

Publish a landing page and get a shareable link for your audience.

Interpret the headline engagement numbers for a Broadcast and what each one tells you.

Reports cover email and web/microsite but not SMS delivery, opt-outs, and link clicks.

Store/commerce integrations exist (Shopify, Magento, commerce section), yet the flagship revenue automation - abandoned-cart recovery - is missing.

Turn on gated access so visitors must sign in to view content (SSO setup lives in Administration).

As an approver, review a pending Broadcast and approve or reject it before it sends.

Find bounced addresses for a Broadcast and understand why they failed.

Check how many messages were delivered, how many bounced, and what the bounce types mean for your list.

See who opted out or reported a Broadcast and track your unsubscribe and complaint rates over time.

See which features and sending limits are included in your plan and how to request changes.

Tighten copy into shorter, punchier content using smart brevity rewriting.

Turn a finished Edition into a template you and your team can reuse.

Mark the lists and segments you use most as favorites for quick access when sending.

Set a Broadcast to go out automatically at a future date and time.

Set a Broadcast to send automatically on a repeating schedule.

Have a report delivered automatically to you or your team on a recurring schedule.

Publish a Post now or schedule it to go live later.

Find out which links in a Broadcast drew the most clicks and how engagement was spread across the Edition.

Choose which lists or Folders of recipients a Broadcast will go to when you send.

Upload a spreadsheet to send a Broadcast personalized for each recipient.

Send a test copy of an Edition to yourself or reviewers to check it before the real send.

Trigger one-to-one messages like receipts and password resets through the API.

Launch a quick, one-off drip to a chosen audience without a full campaign setup.

Turn a finished Edition into a Broadcast and send it out immediately.

Trigger an Edition or follow-up action from a subscriber event such as a click or list join.

Walks an Author through composing a text message and sending it out as an SMS Broadcast to a list.

Deliver a Broadcast at each recipient's local time or at the send time predicted to perform best.

Push real-time notifications to your own systems when opens, clicks, and other Broadcast events occur.

Merge dynamic data into reusable templates when sending transactional messages.

Automatically deliver per-recipient Editions such as receipts, confirmations, and reminders.

Provide default text so personalized content reads well when data is missing.

Shows how to limit when texts go out so messages land during allowed hours and never during quiet times.

Use your own domain for tracked link redirects so recipients see your brand instead of a generic address.

Add a DMARC record to protect your domain from spoofing and control how failing mail is handled.

Create a hub that hosts your published newsletters online.

Configure a Broadcast to repeat on a daily, weekly, or monthly schedule.

Test subject lines or content variations against part of your audience and send the winner to the rest.

Automatically reply with a set Edition when a subscriber meets a condition.

Add or update the SPF record that authorizes us to send on behalf of your domain.

Publish DKIM keys so your Broadcasts are cryptographically signed and trusted by mailbox providers.

Create newsletters that group related Broadcasts and their subscribers under your account.

Route Posts through a review-and-approval step before they publish.

Connect your identity provider so Authors sign in with your organization's credentials (see the Developer guide for provider setup).

Configure SSO so known visitors reach microsites without a separate login.

Add menus and navigation so visitors can move around your site.

Shows how to configure the keywords subscribers text in to opt in, get help, or opt out, and the automatic replies they trigger.

Add the physical mailing address and unsubscribe link that anti-spam laws require in every Broadcast.

Enable the self-service page where subscribers update their details and communication choices.

MFA/2FA is a standard security ask with no dedicated page; only a generic sign-in-security page exists.

Define your brand colors so they are ready to apply across every Edition.

Add your organization's name, contact details, logo, and colors so your account reflects your brand.

Repeat the drip on a cycle or move subscribers into another drip when they finish.

Pick a ready-made template to begin an Edition with structure and styling in place.

Control the run state of a live drip, trigger, or recurring series.

Match embedded forms and widgets to your brand and page layout.

Send a scheduled Broadcast into the approval workflow so a reviewer signs off before it goes out.

Register endpoints to receive real-time notifications when events occur.

Add specific addresses to your suppression list so they are excluded from every Broadcast.

Segment your audience using opens, clicks, and other engagement to reach the right people.

Preview and send test messages to confirm an automation works before starting it.

Turn on click tracking and shortening for links sent in an SMS Broadcast.

View and monitor orders placed through your site.

Capture delivery status, opens, clicks, and bounces for transactional sends.

Push external events into the platform to drive automations and updates.

Let external systems call the platform to add subscribers, update fields, or start automations.

Enable or disable click tracking for the links in an Edition before it is sent.

Refresh field values for subscribers you already have by re-importing an updated file.

Add images and file uploads to the media library for use in Editions.

Validate that incoming webhook requests genuinely came from the platform.

Confirm domain ownership and enable a secure connection.

Confirm that SPF, DKIM, and DMARC are correctly configured and showing as verified.

Review who did what and when across your account for oversight and compliance.

Admins need to retrieve billing history and receipts without an AM touch; entirely absent today.

Find a subscriber, review their details and activity history, and update their field values.

See which links were clicked and by whom, and jump to the full click reports.

See visits, visitors, and page views for a microsite over any date range.

See which individual recipients opened and clicked so you can follow up with your most engaged contacts.

Shows where to find live vote counts and response breakdowns after a Broadcast is sent.

Explains how to review scores, per-question performance, and individual responses collected by a quiz.

Shows how to read aggregated answers and export individual survey responses after sending.

Only per-Broadcast reports exist; there is no cross-Broadcast/account-level dashboard or trend/comparison view.

Ramp up sending volume gradually so a new domain builds a trusted reputation.

Draft new copy or rework existing text with AI suggestions.