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Choose a guide below to create campaigns, automate communication, manage lists, and track engagement.

Email Campaigns

Create and publish your next email campaign in 3 simple steps.

Automation Overview

Automation simplifies workflows, boosts engagement, and improves efficiency. Here are just a few creative ways users are leveraging automation:

Sales Tracking

Sales Tracking for Email & Automations

Email Lists

The Lists and Subscribers tab gives full control over your audience management, helping you segment and engage effectively.

Email Account Review

To maintain great deliverability for your emails, we review and score accounts based on their sending history. That's why we have two main reasons for putting your account in a...

Individual Email Sending

Create and send an individual email to a single contact from the contact's profile in the CRM

Email Domain Connection

Before sending emails in the Email Marketing section, you need to connect your domain to ensure deliverability and compliance.

SMS & WhatsApp

Once your Twilio account is connected, you unlock powerful messaging capabilities!

Why SMS Marketing is Effective

SMS marketing leverages the immediacy and high engagement rate of text messages. Unlike email marketing, which can often get lost in cluttered inboxes, SMS marketing is...
Last modified on September 2, 2026