We start with choosing the email composition tool that most suits you, walk through choosing and customising a template, entering email details, creating the email, and choosing who to send it to.

After you’ve sent an email, the Email History dashboard gives you a view of how your contacts interact with the message.

Templates are useful when you have a standard format and layout for certain emails. If you have an email template of your own, you can add it to the system.

Use this checklist to guide your email creation process using our drag-and-drop email Builder.