Learn
Choose your starting point.
This is the map; the app's setup checklist guides the first five steps and the Help Center explains the rest. Not sure where to start? Tap Ask AI in the corner and describe what you're trying to do.
Beginner — get your first campaign out
Set up the workspace and pass readiness before release.
- 1Create your workspaceSign in, name your workspace, then pick a plan to start your 7-day free trial — $0 today, cancel anytime before it ends.
- 2Verify a sending domainAdd the requested DNS records, verify authentication, and review sender readiness.
- 3Add contactsImport or add permission-eligible contacts, retaining the source and consent evidence.
- 4Connect a page and formBuild the response path in Marketing Studio, preview it, then publish intentionally.
- 5Send your first campaignPick an audience, write with merge fields, review the pre-send checks, send.
Intermediate — connect the response and follow-up
Stop sending one-offs; build a motion.
- 1Build a sequenceReview the trigger and steps, then activate intentionally. Captured replies can stop configured follow-up.
- 2Group your bookUse curated lists, tags, or self-updating segments; preview the audience before launch.
- 3Resend to non-openersReach the rest of the list with a fresh subject line.
Advanced — target like you know insurance
Where a generic tool can't follow you.
- 1Trucking & DOT fieldsInspect carrier details and filter companies by fleet size, operation/industry, state, and renewal window.
- 2Run cross-sell playsSell a missing line to existing clients, timed to their renewal window.
- 3Check purpose and permissionMarketing vs operational vs transactional — the right rules apply per send.
Expert — connect the family & go headless
Make outreach part of your whole stack.
- 1WorkComp Finder growth pathsConnect workers’ comp discovery with retail outreach and wholesaler relationship recruitment. Check rollout availability.
- 2Explore MCP and reviewed AI draftsApproved pilot users can propose connected assets from chat; a human creates private drafts and release stays separate.
- 3Connect Seven16 productsPipe DOT Intel leads in, and outcomes (binds, premium) back to campaigns.
- 4Use the APIImport contacts, record outcomes, and integrate headlessly over /v1.
- 5Read revenue, not vanity metricsWhen your CRM posts outcomes back via the API, submissions → quotes → binds → premium attribute to the campaign that drove them.