Getting started — Introduction

Welcome to our marketing automation platform, it's great to have you on board! 

Our system enables you to manage all of your contacts' data and send out personalised, great-looking content with top quality reporting, as well as automate your communications with our program builder. And there's more besides.

When logging in for the very first time, you're greeted by an eight-step task guide that we promise will swiftly transform you into an omnichannel marketing expert. By signing up, you’ve already completed the first task!


These are just suggestions, of course.

It's your choice whether you follow these tasks by clicking on them, or you may prefer to find your own way around the platform. You can do this by using the main navigation bar running along the top of the screen.


If you do decide to follow your own path whilst learning the ropes, then you aren't likely to stray far from the proposed tasks anyway.

And of course, wherever you might be in the process, there's always the Help button located in the top-right corner of the screen to assist you. 


Throughout our 'Getting started' guides, we'll walk you through the essentials of:

Plus there are guides explaining our reporting tools:

We'll firstly look at adding some contacts and sending a very simple campaign; but if you want to do something more complicated, don't worry, we have a large set of help resources for all of your automated marketing needs.

Up next: Learn about adding some contacts to your account »
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