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Reach

Manage customers, send email, automate follow-ups, and capture leads with forms.

32 articles

Start with the basics, then explore the tasks, advanced guides and troubleshooting you need.

Reach setup & migration

Understand customer engagement workflows, set up Reach, or migrate from another email platform.

Audience

Customers

Manage contact profiles, consent, and unsubscribe status.

Lists & Segments

Organize lists by source and build dynamic audiences from properties and behavior.

Day-to-day management

  1. Lists and segments

Companies

Associate contacts with organizations and manage B2B relationships.

Capture

Forms

Create popup and inline forms, connect lists, and collect signups.

Surveys

Design questions, collect feedback, and review responses.

Submissions

Review, filter, and export form and survey submissions.

Messaging

Email settings

Verify sender domains, check sending requirements, and improve deliverability.

Broadcasts

Choose an audience, schedule broadcasts, and review campaign results.

Read your reports

  1. Broadcast reports

Flows

Configure triggers, steps, and branches, and troubleshoot flow activity.

Create your first project

  1. Building an automation (flow)

Activity

Inspect sending, delivery, and engagement events for individual messages.