The Email Messaging section of the Academy walks you through sending, automating, and tracking email communication inside the platform, from composing one-off messages to building automated email sequences. This area gives you the foundation for reaching your contacts reliably and measuring how your emails perform.

Frequently Asked Questions #

What can I do with email messaging in the platform? #

You can send individual emails to contacts, build automated email sequences, personalize messages with contact details, and track how recipients engage with your emails.

Can I automate emails? #

Yes. You can use workflows to send emails automatically based on triggers such as a form submission, an appointment booking, or a contact’s behavior.

Can I personalize my emails? #

Yes. You can use custom fields and contact information to personalize subject lines and content, making each message more relevant to the recipient.

How do I know if my emails are working? #

You can track metrics such as opens, clicks, and replies, which help you understand engagement and refine your email strategy over time.

Do I need a verified sending domain? #

For the best deliverability, it is recommended to connect and verify a sending domain so your emails are trusted by inbox providers and less likely to land in spam.

Can I use templates for my emails? #

Yes. You can create and reuse email templates so you can send consistent, on-brand messages quickly without rebuilding them each time.