Add your contacts
Bring your audience into one organized place before you send.
- Manually add contacts or import a CSV
- Create contact groups
- Use tags and segments to target thoughtfully
One connected workflow
Give every campaign a clear path from audience to insight.
Start with organized contact groups, build the message for your channel, use automation where it helps, then review engagement in the dashboard.
See the four steps
A practical walkthrough
Four steps to your first campaign
Use the same simple rhythm each time: prepare, create, automate, and review.
Create your campaign
Shape the message and choose the channel that fits the audience.
- Build an email with the visual editor
- Start from a reusable template
- Schedule the send or send it immediately
Set up automation
Connect a trigger to the next step in the audience journey.
- Start from a visual automation canvas
- Choose a contact or time-based trigger
- Arrange the journey into clear steps
Track the results
Review engagement and use what you learn to plan the next send.
- Review opens and clicks
- Check campaign outcomes
- Use reports to spot useful trends
Create within the workflow
Build a landing page for the next step.
Use the page builder to arrange sections, place a form, and preview the layout across screen sizes.
Explore the landing page features
Before you send
Quick-start checklist
A few practical checks to help your first campaign get off to a clear start.
Set up your profile
Add your company details and branding.
Import your first contacts
Use a CSV template to prepare the audience.
Create an email template
Customize a reusable starting point.
Send a test campaign
Preview the message before the send.
Set up an automation
Start with a welcome series or follow-up sequence.
Need more help?
Our documentation and support team are here to help you succeed.
Campaign Pro+ setup journey
Start with an organized audience.
Bring contacts into one place, group them around the campaign, and use tags or segments to plan who should receive each message.
- Import a CSV or add contacts
- Create contact groups
- Choose the audience for the send
Build the message and its next step.
Create the campaign, start from a reusable template, then arrange a landing page and form around the action you want readers to take.
- Choose an email template
- Build or schedule the campaign
- Preview the page across screen sizes
Follow up, then review what worked.
Connect a trigger to a follow-up sequence and use engagement reports to plan the next send with more context.
- Choose a contact or time-based trigger
- Review opens, clicks, and outcomes
- Use useful trends to guide the next campaign
