Marketing
Email, automations, funnels, forms, quizzes and events.
- Create and send an email broadcastWrite a one-off email in the composer, choose who gets it, send yourself a test, and send it now. Who can create, and who can send.
- Write newsletters and emails with AIThe Writer and its AI tools: topic ideas, draft a post from a brief, format pasted text, rewrite a passage, check your writing and suggest subject lines, in your own voice. Where each tool is, and what each message means.
- Broadcast results, limits and re-sendingRead opens, clicks and engaged contacts on a sent broadcast, the limits on every send, and how to send again by duplicating or delete a broadcast.
- Build and publish an email sequenceWrite a series of emails sent on a schedule, test and publish it, enroll contacts with an automation, and pause or delete it.
- When sequence emails actually go outHow each email’s wait and optional time of day combine, in your account timezone, and why an email can land later than you expect.
- Saved email templatesReusable email designs for broadcasts and sequence emails: start from a built-in starter, edit, keep and restore earlier versions, duplicate and delete.
- Sender settings, email footer and system emailsSettings → Email sending sets the sender name, reply-to and footer on your marketing email; Settings → Email templates changes the subject and opening line of receipts and other automatic emails.
- Sending domains and deliverabilitySend from your own domain: add it, publish its DNS records, verify, choose your sending addresses, and what happens if sending is paused.
- Why an email didn't reach someoneWork out why a contact didn't get a broadcast, sequence, automation, receipt or sign-in email: unsubscribed, bounced, marked as spam, a paused domain, your monthly limit, or the spam folder.
Automations
- Build an automationRun actions automatically when something happens: pick a trigger, add optional conditions, then actions, waits and branches, and publish.
- Automation triggers and actions (reference)Every trigger that can start an automation and every action it can take, with what each one needs and the cases where it does nothing.
Funnels & forms
- Create a funnel from a blueprintPick a blueprint and get the pages, opt-in form, email sequence and automation built for you as drafts, or start blank, then add, reorder or remove steps.
- Customise and publish a funnelWork through the Funnel Checklist, edit each page, the form and the emails without leaving the funnel, then publish it and share the link.
- Create an opt-in formBuild a form, choose single or double opt-in and what happens after submit, place it on a page, and review submissions.
- Form defaults, bot protection and embedding a formSet the default fields every form starts with, turn on a bot check, and put a form on another website with the Embed tab.
Quiz funnels
- Build a quiz funnelCreate a quiz from scratch or with AI, add questions and screens, set where answers are captured, then publish and share its link.
- Quiz scoring, outcomes and branchingGive answers points, send people to different results, skip ahead based on an answer, and email each person their result.
- Quiz results, responses and leadsSee how people answered and where they dropped off, open each response, export to CSV, and understand how respondents become contacts.
Events
- Create an eventSchedule a one-time event, a recurring series or bookable time slots, publish it, and manage its upcoming times.
- Register people for an eventAdd registrants by hand, book them into time slots, register people automatically through a form or a purchase, and deregister them.
- Event emails: confirmations, reminders and follow-upsSet up the emails every registrant gets: a confirmation when they register, reminders before the event and follow-ups after it.
Still stuck? Talk to a human.
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