People and relationships
Engagement, clearly organized.
Build meaningful relationships with a simple, focused view.
All people
Your community
No people yet. Add your first relationship to get started.
Downloads
Resources
No resources yet. Upload your first resource to create an embeddable request form.
Email campaigns
Campaigns
No campaigns yet. Create your first email draft.
Use {{first_name}}, {{organization_name}}, and {{unsubscribe_url}} as personalization placeholders.
Compose
Email content
Add and arrange email-safe content blocks. Branding and the required unsubscribe footer are applied automatically.
Review and deliver
Campaign preflight
Test the message, define the subscribed audience, and review exclusions before sending.
Test email
Audience filters
Preflight results
Check the audience before sending.
Delivery
Production sends require confirmation and include only subscribed, non-suppressed People.
Email health
Deliveries
Relationship care
Needs attention
Everyone is caught up.
Individual activity
No email delivery activity yet.
Configuration
Organization settings
Data management
Import
Bulk add People from a CSV file. Common column names are detected and formatted automatically.
Data management
Exports
Download all People and their relationship and newsletter-consent information as CSV.