Getting Started

SMS: How to create and send a campaign

Ⓘ Available to Essentials, Teams, and Corporate accounts How to create an SMS campaign Navigate to your Campaigns tab. Click on the SMS section in the panel on the left. Click on the Create new campaign button on the right. The SMS campaign builder has three sections: Settings, Recipients, and Message. Each section is described in […]

What to do when you receive a one-time verification code

As part of our commitment to data security, your account is equipped with a one-time verification passcode process that triggers when you log in to your account from a new device or IP address. We have put this security measure in place to protect your account, so it’s essential that all users are aware of […]

Clicks, links, and tracking: Frequently asked questions

Frequently asked questions about clicks Why aren’t my clicks showing up in the click map? There are several common reasons why a click might not show up on the click map. If the initial hyperlink was coded using an HTML block and has a title= attribute, it won’t display on the click map. However, it […]

Working with subscriptions

Subscriptions are another way to organize your audience, in addition to groups and segments. But unlike groups and segments, subscriptions give your contacts control over their preferences. Contacts can use the Subscription Center to update their contact information and to add or remove themselves from your subscriptions. This is a great way to give contacts […]

Overview of your account settings

There are two icons located in the upper right corner of all accounts: a question mark and a gear. When clicked, these icons open dropdown menus for support and account settings. Depending on your role and account type, you may see all or some of these options. In a tiered account, the account Parent and […]

Steps to take before migrating your email marketing

During the process of moving or migrating your email marketing to our platform, our aim is to optimize your chances of having your emails delivered securely and to do it in as little time as possible. To help make your transition as smooth as possible, we’ve outlined some useful steps that should be taken before […]

7 simple steps to set up your account and send your first mailing

1. Gather your list of contacts You might need to export email addresses and contact data from your email program or previous ESP. For more information about moving contacts from your previous ESP to your new email marketing account, please refer to this article. 2. Create groups and contact fields Create groups, subscriptions, and fields […]

How to update your username, password, and time zone

For login purposes, each user must have a username and password. These are set up when a user is created. Setting your account’s time zone changes the times shown on your account and determines what time scheduled emails are sent out. How to update your username Click the gear icon in the upper right corner […]

Plus: Account roles and permissions

Plus accounts have access to five role types: Administrator, Full, Editor, Author, and Response only. An account must have at least one Administrator user, but can have more. Certain roles have optional permissions that can be toggled on or off. For more information about managing users in Plus accounts, please refer to this article. Plus […]

Plus: Managing users

Plus accounts can have up to 25 users. However, while you can assign multiple users to your account, it’s important that you don’t have more than one person working in the same campaign at a time. Our editor is set up to automatically save your work as you go and if multiple users are working […]