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Email

Email lets you send campaigns and automated emails to your contacts. Verify a sender first, build your lists and templates, then send and track what happened.

Where to find it

Open Email in the left rail (hover title Email Marketing). The panel lists:

Campaigns, Flows, Audience, Email Templates and Manage. Manage holds Scheduler, Business Holidays, Sender Identities, Email Sending Server, Send Logs, Suppression List, Email Whitelist and Topics. Build forms under Forms in the left rail.

Your own email provider is connected under Connect → Email Provider in the left rail.

Before you start

  • Your workspace has the Email Marketing module, and your role has email access. Each panel item has its own permission.
  • You have a verified sender address or domain. Campaigns cannot send without one — see Set up a sender address and verify your domain.
  • You have credits. Every email uses credits, and a campaign is blocked when the balance is empty. See Credits and billing.

Guides

New here? Start with Get started with email marketing. It walks through everything below in order.

Guide Use it when
Get started with email marketing You are new to Email. It takes you from setup to your first campaign and a welcome email, end to end.
Set up a sender address and verify your domain You are sending email from Ohanvi for the first time.
Connect your own email provider You want to send through your own SMTP, SendGrid, Mailgun or Postmark account.
Add email contacts, lists and segments You need people to send to.
Create an email template You want to design the email itself.
Send an email campaign You are ready to send, or schedule a send.
Automate emails with journeys You want emails to go out on their own when something happens.
Track results and handle unsubscribes and bounces You want to see opens and clicks, or check why an email was not delivered.