Sending Emails & Setting Up Automations
This section guides you through creating email campaigns, setting up automated workflows, and personalizing your messages to reach the right audience at the right time
Email CampaignsDiscover how to craft email campaigns with templates and track subscriber performance in this article.
Email ListsLearn about the lists and subscribers tab here and how you will be able to unsubscribe users, view all your subscribers and more.
Email Account ReviewYour email campaigns are limited due to a reputation review. If it’s been over 48 hours, please contact us.
Email Domain ConnectionIf you need help setting up your email domain to send marketing emails, follow these steps:
Automation OverviewAutomations boost efficiency and conversions by managing subscriber info automatically. Here are some common setups:
Individual Email SendingHere’s how to send an individual email from the CRM: email a subscriber by opening their profile and using the email icon.
SMS & WhatsAppOur new messaging feature allows you to send SMS, WhatsApp, and voice note messages one-on-one, through automations, or in bulk as broadcasts.
Let Users Opt Out of Sale Emails Without Unsubscribing CompletelyLearn how to create an email campaign that allows users to opt out of sale-related emails while staying subscribed to your regular updates.
OverviewCustomize your automated emails by visiting the Email and Automations tab.
Appointment reminderSet up appointment reminders to keep clients informed and reduce no-shows, enhancing your scheduling efficiency.
Double opt in confirmationYou can customize the double opt-in confirmation email template with the drag-and-drop editor, adjusting pre-filled system fields as needed.
Download digital goodsYou can customize the download digital goods email template using the drag-and-drop editor, with pre-filled system fields ready for editing.
Member registration approvedEdit the member registration approval email template using the drag-and-drop editor, with customizable fields like your website name.
Password recoveryEdit the password recovery email template with the drag-and-drop editor, allowing modifications to system fields like your website name.
New appointmentCustomize the new appointment email template with our drag-and-drop editor, featuring editable system fields such as your website name.
Order shippedEdit the order shipped email template with the drag-and-drop editor, adding or removing fields and CRM properties via the tag icon.
New orderCustomize the new order email template with the drag-and-drop editor, featuring editable system fields like the website name.
Order cancelledWhat to do if an order was cancelled:
Order completedEdit the order completed email template with our drag-and-drop editor, modifying fields as needed.
Subscription failed to renewUse the drag-and-drop editor to customize the subscription failed to renew email and add fields with the tag icon.