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12 guides
Marketing Automations
Per-contact email workflows that fire on a specific trigger and walk each contact through a fixed sequence of steps. Built for "if this happens, send these emails" use cases — not for conditional branching.
Sending Domains and DNS Setup
Verify a custom domain so marketing emails come from your address ([email protected]) with proper SPF, DKIM, DMARC, and Return-Path records.
Marketing Troubleshooting
Common issues and how to resolve them: cancelling a scheduled campaign, understanding hard vs. soft bounces, and what to do when a contact stops receiving emails.
Marketing Reports and Revenue
Per-campaign engagement metrics (delivered, opens, clicks, bounces) and manual revenue attribution — record bookings against a campaign so you can see actual dollars per send.
Marketing Plans and Usage
Three tiers: Individual (free, 125 emails/month), Growth ($4 per 1,000-email block over 1,000), and Pro ($3 per 1,000-email block over 5,000). Quotas reset at the start of each calendar month.
Contacts, Audiences, Segments & Tags
Manage who you send to. Contacts, manual audiences, dynamic segments, and ad-hoc tags — what each is for and when to use them.
Forms, Popups & Landing Pages
Three ways to capture leads: embeddable forms, overlay popups, and full standalone landing pages.
Campaigns & Email Templates
Create, edit, schedule, and send one-time email campaigns. Save designs as reusable templates.
Merge Tags Reference
Complete reference for personalization placeholders in subject lines and email bodies.
Compliance & Deliverability
CAN-SPAM, GDPR, CASL — what the law requires, what Marketing handles for you, and what you're responsible for.
Import Campaigns from Canva
Design in Canva, export as HTML, drop the .zip into a new campaign. Layout, images, and merge tags all preserved.
Marketing — Getting Started
Step-by-step from new account to your first sent campaign. Settings, sending domains, contacts, audiences, your first send.