Email and automation
Email templates, the communications log, automations and the look of everything you send.
Email templates and content tags
Write reusable emails with content tags that fill in each customer's details, then use them by hand or in automations.
Sending an email and the communications log
Email a customer from a template or from scratch, and see every email you have sent, with opens, clicks and anything that failed.
How automations work
An automation is a trigger followed by steps. Learn the triggers, the steps and the checks you can use to send the right email at the right time.
Building an automation
Create an automation on the canvas: choose a trigger, add steps and checks, and join them up.
The automations you start with
The ready-made automations every account comes with, what each does, and which start switched off.
Styling your emails and PDFs
Give every email and PDF your logo, colours and fonts, with a live preview and test emails.
Sending email from your own domain
Send emails from your own address, such as [email protected], by adding a few records to your domain.
Still stuck?
Tell us what you are trying to do and we will point you in the right direction.