Emails — Workflows: step-by-step

A. Configure a sending domain

1. Go to Settings → Communications → Email settings.
2. Under Add and manage email domains, click Add Domain and enter your domain.
3. Copy the generated DNS records and add them to your domain host.
4. Once verified, you can send from your own domain.

Full detail: Set up a sending domain & deliverability (Document ID: 82).

B. Create & send a standard campaign

1. Open Emails and click Create campaign → pick a template or choose Create blank campaign.
2. Campaign: enter a Campaign name → choose a Campaign Category → Select tags → (optional) Use A/B Testing and set the A/B split, success metric (open or click rate) and duration → Next.
3. Recipients: under Audience, choose the Recipient list — a live or fixed list (use Edit list to adjust it) → (only if lawful) tick Send to unsubscribed contacts → under Sender details, set Sender name and Sender email (optionally switch on Stakeholder beside either one to send from each contact's stakeholder leader, and set a fallback) → confirm replies go to the sender, or set a Reply-To → enter the Subject line (with merge fields) and Preview text → (optional) add Advanced Tracking Options → Next.
4. Design: drag in content blocks (include the Unsubscribe Link block); use the Survey block to link a Form (don't add Add/Update Contact blocks); apply a template or style; add attachments; Preview with a sample contact and send a Test Email → Next.
5. Schedule: choose a Send Method — Standard or Staggered (set Total duration, Slot duration and an optional Blackout period). Accounts with SwiftPredict enabled also see SwiftPredict (requires 5+ opens).
6. Click Send now, or Schedule for later (top right), then monitor results on the campaign's overview page.

Full detail: The campaign builder — Campaign, Recipients, Design & Schedule (Document ID: 84).

C. View one-to-one emails in the list

1. In Emails, open Filters.
2. Remove the Owner Type — exclude — Person filter.
3. Click Apply filter. Individual emails sent from contact records now appear.

The default view also carries an Owner Type — exclude — Automations filter, which hides emails sent by automations — see Viewing automation emails in the Campaigns list (Document ID: 390).

D. Find who clicked a specific link

1. Open the completed campaign.
2. Under Email status, open the Link activity tab. Each link shows its Unique clicks — the number of contacts who clicked it.
3. Click a link to open Clicked by, which lists the name and email of each contact who clicked it.

E. Re-use a campaign design

• In the builder, click Save as template and name it; or
• In the campaign list, open the row menu (⋮) and choose Clone to duplicate a campaign's details and design into a new campaign.

F. Check a contact's email history

1. Open the contact record → Insights tab, and choose Emails.
2. Review Email activity — a table of every campaign the contact received, with Sent at, Delivered, Opened and Clicked — or open Chart view for the Email Details chart.