Stynar product knowledge center

Learn the product workflows behind successful email campaigns.

Practical guides for onboarding, sending accounts, domains, lead imports, campaign scheduling, templates, AI prompts, reporting, billing, and account settings.

Stynar workspace

Leads

CSV, groups, filters

Campaigns

Build, schedule, review

Senders

OAuth, SMTP, domains

Reports

Sent, failed, opened

Getting Started

What Stynar helps you manage

Stynar is an email automation platform that helps teams create, manage, and scale outbound email campaigns. From importing leads to sending personalized emails, tracking campaign performance, and managing sender accounts, everything is organized into dedicated workspaces designed for efficient outreach.

The platform is built around six core areas:

Dashboard

The Dashboard provides a centralized view of emails, campaigns, and leads, helping you monitor outreach performance across customizable time ranges. Analyze sending trends and access detailed campaign insights to track progress and performance.

Campaigns

The Campaigns page serves as the central workspace for creating, managing, and optimizing email outreach campaigns. Monitor campaign performance, analyze detailed campaign insights, apply advanced filtering and search capabilities, and export reports to support data-driven decision-making.

Leads

The Leads page serves as a centralized workspace for importing, organizing, and managing prospect data. Upload leads via CSV, add contacts manually, group and assign leads to campaigns, and leverage advanced search, sorting, and filtering capabilities for efficient lead management.

Templates

The Templates page provides a centralized workspace for creating and managing reusable email templates. Build templates using the Visual Builder, Plain Text Editor, Code Editor, or AI assistance, and organize them into categories for efficient content management and reuse.

Prompts

The Prompts page provides a centralized workspace for creating, managing, and reusing AI-powered prompts. Customize content generation by configuring tone, length, and other prompt settings to ensure consistent, personalized, and effective communication across campaigns.

Email Accounts

The Email Accounts page serves as a centralized workspace for managing your email sending infrastructure. Connect Gmail, Outlook, and SMTP accounts, manage verified domains and DNS records, and monitor Google Postmaster status to maintain deliverability and sender reputation.

Getting Started

Recommended setup path for a safe first campaign

1

Create an account

Sign up for a new account or log in to an existing workspace using Google, Microsoft, or email and password authentication to access the platform.

2

Complete onboarding

Provide your basic information and complete the onboarding process to personalize and configure your workspace.

3

Configure email sending

Connect a Gmail, Outlook, or SMTP account, or add and verify a sending domain with the required DNS records to enable email delivery.

4

Create a campaign

Create a new campaign by providing a campaign name and configuring the basic campaign settings required for outreach.

5

Import leads

Upload a CSV file or add contacts manually, then review, validate, and organize your lead data before using it in a campaign.

6

Configure email content and template

Create or select an email template, define the subject and message content, optionally leverage AI-powered prompts, and assign the sender account(s) for campaign delivery.

7

Schedule delivery

Configure sending schedules, daily sending limits, and delivery preferences to control campaign execution.

8

Review campaign settings

Review campaign details, leads, sender accounts, email content, and scheduling configuration to ensure everything is ready for launch.

9

Launch your campaign

Launch the campaign and monitor email activity, campaign progress, and performance insights through the Dashboard and campaign reports.

First send recommendation

Send to a small, known segment first. Confirm rendering, sender authentication, link behavior, and reply handling before increasing volume.

Getting Started

Understanding the Dashboard

The Dashboard provides a centralized view of email activity, campaign performance, and lead growth. Use key metrics, activity trends, and campaign insights to monitor outreach performance and identify opportunities for optimization.

Dashboard overview

The dashboard provides a high-level summary of email activity, campaign performance, lead growth, status distribution, and recent campaign activity.

Dashboard overview

Volume

Total Emails Sent

Displays the total number of emails sent during the selected time period.

Campaigns

Total Campaigns

Shows the total number of campaigns created within the selected date range.

Audience

Total Leads

Represents the total number of leads available for outreach.

Email Activity Trends

The Emails Sent chart visualizes email activity over time and supports daily, weekly, and monthly views to help identify outreach trends and sending patterns.

Campaign Status Distribution

The campaign status chart provides a breakdown of campaign states such as Draft, Active, Paused, and Completed, helping you quickly understand the current status of your outreach pipeline.

Recent Campaigns

The campaigns table displays recently created campaigns along with their status, sender account, email progress, and creation date. Select any campaign to access detailed campaign information and performance insights.

How to use dashboard metrics

Dashboard metrics provide a high-level view of outreach performance. For detailed analysis, review individual campaigns, campaign reports, and lead activity from their respective pages.

Campaigns

Understanding the Campaigns

The Campaigns page serves as the central workspace for creating, managing, and monitoring email outreach campaigns. Track campaign progress, manage campaign settings, analyze performance, and access detailed campaign information from a single location.

Campaign Creation

Create new campaigns and configure audience, email content, scheduling, and delivery settings.

Search and Filters

Quickly locate campaigns using search, sorting, and status-based filtering options.

Calendar View

View campaigns by date, monitor scheduled activity, and create campaigns directly from the calendar.

Performance Monitoring

Track campaign activity, delivery progress, and overall campaign performance.

Campaign Details

Access comprehensive campaign information including leads, email content, scheduling, and delivery status.

Reports and Exports

Download campaign reports and review outreach data for analysis and reporting.

Campaign lifecycle

Campaigns move through different stages such as Draft, Scheduled, Active, Paused, Completed, Failed, or Cancelled, allowing you to track progress throughout the outreach process.

Campaigns

Create a New Campaign

Creating a campaign is the first step in launching an email outreach workflow. Start by creating a campaign and providing the basic campaign information before configuring leads, email content, scheduling, and launch settings.

Campaign creation wizard

The campaign builder separates campaign setup into guided steps for easier configuration and validation.

Campaign creation wizard

Steps to create a campaign

Follow the steps below to create a new campaign and proceed to audience configuration.

Prerequisite: Configure a sender account

Before creating a campaign, ensure at least one sending account is connected. Campaigns require a valid Gmail, Outlook, SMTP account, or verified sending domain to deliver emails.
1

Navigate to Campaigns

Open the Campaigns page from the main navigation menu to view and manage all outreach campaigns.

2

Create a campaign

Click the Create Campaign button and enter a unique, descriptive name for your campaign.

3

Review campaign details

Verify the campaign name and basic configuration before proceeding to audience setup.

4

Continue to lead setup

Click Next to proceed to the Leads step, where you can import contacts and configure audience data.

Campaigns

Import and Configure Leads

The Leads step allows you to define the audience for your campaign. Import new contacts, select existing lead groups, map variables, and review lead data before proceeding to email configuration.

Leads configuration

Import contacts, map lead variables, and review audience data before continuing to email setup.

Campaign leads setup

Leads setup workflow

1

Import leads

Upload a CSV file containing lead data or select one or more existing lead groups from your workspace. Once the audience is selected, click Next to continue.

2

Map lead variables

Match CSV columns to the appropriate lead fields such as First Name, Last Name, Email, Company, and custom variables to enable accurate personalization.

3

Review imported leads

Review imported contacts, edit lead information if required, and resolve validation issues before proceeding to the next step.

Required lead fields

Name and email address are required for campaign delivery. Leads missing mandatory information will be automatically skipped and highlighted for review so issues can be corrected before launch.

Next step

After reviewing leads, continue to the Email Setup step to configure senders, subjects, templates, and AI-powered personalization.

Campaigns

Configure Email Content and Delivery

The Design step allows you to configure the email content that recipients will receive. Define the subject line, select sender accounts, optionally leverage AI-powered personalization, and design the email template before proceeding to scheduling.

Email configuration

Configure email subjects, sender accounts, AI prompts, and templates before scheduling campaign delivery.

Campaign email setup

Email configuration workflow

1

Configure email subject

Create a subject line manually or generate suggestions using AI. Personalization variables can also be included to create dynamic subject lines for each recipient.

2

Select sender accounts

Choose one or more connected Gmail, Outlook, SMTP accounts, or verified domains that will be used to send campaign emails.

3

Choose an AI prompt (Optional)

Select a saved AI prompt or create a custom prompt to generate personalized email content based on lead information and campaign goals.

4

Design the email template

Create a new template using the Visual Builder, Plain Text Editor, or Code Editor, or select an existing template from your template library.

5

Continue to scheduling

After reviewing the email content and template design, click Next to proceed to the Scheduling step.

Preview before sending

Use the preview panel to review the complete email experience. Select any imported lead from the preview dropdown to verify personalization variables, AI-generated content, and final email rendering before launch.

Best practice

Preview emails using real lead data to ensure personalization variables, subject lines, and AI-generated content render correctly for recipients.

Follow-up Sequence Builder

Design automated follow-up journeys using an intuitive drag-and-drop workflow canvas. Build personalized engagement sequences without writing code.

Follow-up workflow builder

Build automated follow-up journeys using drag-and-drop nodes, conditional branches, presets, and workflow controls.

Campaign follow-up workflow builder

Drag & Drop

Build workflows visually using interactive nodes.

Conditional Logic

Create Yes/No branches based on recipient behaviour.

Undo History

Restore previous states using Ctrl + Z.

Auto Formatting

Beautify workflows instantly.

Workflow Components

Triggers

  • Initial campaign completion
  • Email delivery events
  • Recipient activity events

Actions

  • Send follow-up emails
  • Apply delays
  • Update workflow data
  • Execute follow-up operations

Conditions

  • Email opened
  • Email clicked
  • Reply received
  • Custom decision logic

Conditional nodes automatically create Yes and No branches to personalize recipient journeys.

AI Actions

  • Generate dynamic content
  • Personalize messaging
  • Create contextual responses

Building a Follow-up Sequence

1
Open the Follow-up step.
2
Drag nodes onto the canvas.
3
Connect sequence steps.
4
Add Yes/No conditions.
5
Configure email actions.
6
Preview workflow.
7
Save and continue.

Canvas Controls

Select / Pan
Undo & Redo
Zoom Controls
Fit to View
Auto Layout
Portrait / Landscape

Preset Workflows

Pre-built templates help users quickly start common follow-up scenarios using proven workflow structures.

Loading a preset replaces the current workflow while preserving the previous version in undo history. Press Ctrl + Z to restore it.

Best Practices

  • • Start with simple sequences.
  • • Use conditions only when necessary.
  • • Validate each branch before publishing.
  • • Apply auto-formatting regularly.
  • • Use presets to accelerate setup.

Next Step

After configuring the follow-up sequence, proceed to the Scheduling step to define when campaign emails and follow-up actions should be delivered.

Campaigns

Schedule Campaign Delivery

The Schedule step controls when your campaign becomes active and how emails are delivered. Choose a sending strategy that aligns with your outreach goals, audience size, and sender reputation requirements.

Campaign scheduling

Configure campaign activation, delivery strategy, daily limits, and sending preferences before launch.

Campaign scheduling

Choose a sending method

Select one of the available delivery methods for your campaign. Each option is designed for different outreach scenarios and only one sending method can be used per campaign.

1

Send Now

Launch the campaign immediately. Emails begin sending after a short safety buffer, and optional daily sending limits can be applied to control delivery volume.

2

Schedule

Choose a future start date and time based on your browser timezone. You can also optionally define an end date to automatically stop campaign delivery.

3

Gradual Sending

Start with a predefined daily volume and gradually increase sending over time. Configure growth increments and safety thresholds to build sender reputation and improve deliverability.

4

Additional Settings

Restrict campaign delivery to specific weekdays by selecting the days on which emails should be sent.

5

Continue to Review

After validating your scheduling preferences and delivery settings, click Next to proceed to the final review step.

Daily sending limits

Daily send limits help control the maximum number of emails sent per day. Any remaining leads are automatically carried forward to the next available sending day.

Recommended sending strategy

Use Send Now for small campaigns requiring immediate delivery, Schedule for time-sensitive outreach, and Gradual Sending for new domains or sender accounts to safely build sender reputation and improve deliverability.

Campaigns

Review and Launch Campaign

The Review step provides a complete summary of your campaign configuration before launch. Verify campaign details, email settings, schedule, lead information, and email content to ensure everything is configured correctly.

Campaign review

Review campaign configuration, validate warnings, preview email content, and launch the campaign.

Campaign review

Review workflow

1

Review campaign details

Verify the campaign name and current status before launching or saving the campaign as a draft.

2

Validate email settings

Confirm the sender account, sender name, reply-to address, subject line, and email content configuration.

3

Check scheduling preferences

Review campaign start date, end date, delivery settings, and sending preferences.

4

Verify lead information

Confirm the total number of eligible leads and review any skipped contacts caused by missing or invalid data.

5

Start or save as draft

Start the campaign immediately or save it as a draft for future review and editing.

Email preview

Use the preview panel to review the final email design before launch. The preview reflects the selected template, personalization variables, and campaign content as recipients will see it.

Campaign warnings

Warnings may appear when required personalization variables, lead data, or template values are missing. Affected leads will be skipped during sending until the issues are resolved.

Ready to launch

Once all sections have been reviewed and warnings have been addressed, launch the campaign to begin delivery according to the configured schedule.

🎉 Campaign launched successfully

Your campaign is now active and emails will be delivered according to the configured schedule. Monitor delivery progress, engagement metrics, and campaign performance from the Dashboard and Campaigns pages.

Sending Accounts

Understanding the Email Accounts

Email Accounts is the central location for configuring and managing all resources used to send campaign emails. Before a campaign can be launched, at least one sender account must be connected. Depending on your provider, you can connect Gmail, Outlook, SMTP mailboxes, and authenticated sending domains.

Email accounts workspace

Manage OAuth mailboxes, SMTP senders, domain authentication, sender reputation, and account health from a single page.

Email accounts workspace
FieldWhat it means
OAuth AccountsConnected Gmail and Outlook mailboxes used for campaign delivery.
SMTP AccountsCustom mailboxes connected using SMTP credentials.
Connected DomainsVerified domains authenticated through DNS records.
Google PostmasterMonitor Gmail sender reputation and spam rates.
SearchQuickly locate connected senders.
Add Email AccountConnect Gmail, Outlook, SMTP mailboxes, or domains.

Required before sending

Every campaign requires at least one active sender account. Campaigns cannot be launched if no verified sender is available.

Sender health matters

If a connected account becomes disconnected, expires, or loses permissions, campaigns using that sender may pause automatically until the account is reconnected.

Sending Accounts

Connect Gmail and Outlook mailboxes

OAuth connections allow Stynar to send emails using Gmail and Outlook without storing mailbox passwords. Authentication is handled securely through Google or Microsoft.

1

Open Add Email Account

Click Add Email Account in the upper-right corner of the page.

2

Choose Gmail or Outlook

Select the provider you want to connect.

3

Sign in and approve permissions

Authenticate with Google or Microsoft and approve all requested permissions.

4

Start sending

After successful authentication, the mailbox appears in the OAuth Accounts table.

FieldWhat it means
NameMailbox display name.
EmailConnected sender address.
ProviderGmail or Outlook.
StatusCurrent connection status.
Connected OnDate the account was connected.
ActionsDisconnect or reconnect the sender account.

Connection statuses

  • Connected – Account is ready to send emails.
  • Disconnected – Authentication has expired or been revoked.
  • Reconnect Required – User action is needed before sending can continue.

Approve all requested permissions

Missing Gmail or Outlook permissions can prevent Stynar from sending emails, tracking activity, or managing campaign delivery.

Sending Accounts

Set up and verify SMTP sending

SMTP accounts allow Stynar to send emails through external mail providers. Use SMTP when Gmail or Outlook OAuth is unavailable or when using services such as Amazon SES, Zoho Mail, Mailgun, SendGrid, or private mail servers.

FieldWhat it means
From NameDisplay name recipients see in their inbox.
From EmailSender email address.
SMTP HostProvider SMTP server hostname.
PortCommon values are 465 (SSL) or 587 (STARTTLS).
SMTP UsernameMailbox username or email address.
SMTP PasswordPassword or app password required for authentication.

Add SMTP Account

Enter sender identity and SMTP credentials.

Verify Connection

Test authentication and connectivity.

Re-verify

Verify again after updating credentials.

Send Campaigns

Use verified SMTP accounts for email delivery.

FieldWhat it means
VerifyTests SMTP connectivity and authentication.
EditUpdate sender information or credentials.
DisconnectRemove the SMTP account from Stynar.
StatusShows current verification state.

SMTP verification statuses

  • Not Verified – Verification has not been run.
  • Testing – Verification is currently running.
  • Connected – SMTP connection succeeded.
  • Failed – Connection or authentication failed.

Verify before launching campaigns

SMTP accounts should always pass verification before being used for campaign sending. Failed accounts can cause delivery failures and campaign pauses.

Common SMTP providers

Gmail App Passwords, Microsoft 365, Zoho Mail, Amazon SES, Mailgun, SendGrid, Brevo, and most SMTP-compatible services are supported.
SMTP account management

Manage SMTP senders, monitor verification status, update credentials, and disconnect accounts.

SMTP account management

Sending Accounts

Set up and verify sending domain

Domain authentication verifies ownership of your domain and improves email deliverability. Stynar generates DNS records that must be added to your DNS provider before the domain can be used for authenticated email sending.

Add Domain

Enter the domain you want to use for sending.

Copy DNS Records

Copy the generated DNS values from Stynar.

Update DNS Provider

Add the records in Cloudflare, GoDaddy, Route53, Namecheap, or another provider.

Verify Domain

Return to Stynar and complete verification.

FieldWhat it means
DomainVerified sending domain.
StatusCurrent verification state.
Added OnDate the domain was added.
ReputationGoogle Postmaster reputation metrics.
View DNSDisplay DNS records used for verification.
DeleteRemove the domain from Stynar.
PostmasterConnect Google Postmaster Tools.
Record typePurposeWhy it matters
TXTSPFAuthorizes approved mail servers for your domain.
TXT/CNAMEDKIMAdds cryptographic signing for outgoing messages.
TXTDMARCDefines what receivers should do when authentication fails.

Domain statuses

  • Pending – Waiting for DNS verification.
  • Connected – Domain verified successfully.
  • Verification Failed – DNS records are missing or incorrect.

DNS propagation

DNS updates may take up to 48 hours to propagate globally. If verification fails immediately after adding records, wait and try again later.

Why domain verification matters

Authenticated domains improve sender trust, increase inbox placement, and reduce the likelihood of messages being marked as spam.
Domain DNS records

View DNS records, verification status, copy actions, and troubleshooting guidance.

Domain DNS setup

Sending Accounts

Google Postmaster monitoring

After a domain is verified, connect Google Postmaster Tools to monitor Gmail-specific deliverability and reputation metrics.

FieldWhat it means
Domain ReputationOverall trust score assigned by Gmail.
Spam RatePercentage of emails marked as spam.
DKIMAuthentication success rate.
SPFSender validation status.
DMARCAlignment and policy status.

Reputation data availability

Google Postmaster does not display data immediately. Reputation metrics typically appear only after sufficient email volume has been sent from the verified domain.

Monitor reputation regularly

Declining reputation scores often indicate spam complaints, poor list quality, high bounce rates, or excessive sending volume.

Sending Accounts

Protect sender reputation and inbox placement

Deliverability depends on sender trust, DNS authentication, sending volume, list quality, recipient engagement, and domain reputation. Stynar provides tools to help maintain healthy sending behavior.

Recommended production setup

  • Connect a Gmail or Outlook mailbox.
  • Add and verify a custom sending domain.
  • Complete DNS authentication.
  • Connect Google Postmaster Tools.
  • Warm up new senders gradually.
  • Monitor reputation and spam rates regularly.
  • Reconnect disconnected accounts immediately.
  • Review campaign failures and pause reasons.
  • Use clean lead lists and remove invalid contacts.
  • Avoid large-volume sends from new mailboxes.

Best deliverability setup

The highest inbox placement is typically achieved using a verified custom domain, a connected sender mailbox, DNS authentication, and ongoing reputation monitoring through Google Postmaster Tools.

Audience

Manage contacts from the Leads page

The Leads page centralizes contacts across campaigns. You can search, filter by status, campaign, and group, sort by column or date, open lead details, apply bulk labels, export, import, and delete contacts. Leads load automatically as you scroll.

Lead management

Search, filters, campaign grouping, labels, bulk selection, lead detail drawers, and import actions are available from one place.

Leads management page

Search

Search by name, email, company, campaign name, or label.

Filters

Filter by lead status, campaign, group, and latest or oldest order.

Groups

Apply group labels in bulk, rename groups, and remove group labels from contacts.

Lead drawer

Inspect and edit individual lead fields from a slide-out detail view.

Add lead

Manually add a contact with name, email, phone, company, and custom fields using the Add Lead sidebar.

Import leads

Upload a CSV file to import multiple contacts at once. Map CSV columns to lead fields before importing.

Export leads

Select one or more leads and export them as a CSV file for use in external tools.

Bulk delete

Select multiple leads and delete them at once with a confirmation prompt to prevent accidental removal.

Column sorting

Click any column header to sort leads by name, email, company, campaign, or date added.

Keyboard shortcut

Press Esc to close the lead detail drawer, Add Lead sidebar, or Import modal without using the mouse.

Infinite scrolling

Leads load automatically as you scroll — no pagination buttons needed. The page fetches 50 leads at a time and loads more when you reach the bottom.

Plan limits

If your plan has a lead limit, the Add Lead button will be disabled when the limit is reached. Upgrade your plan to add more contacts.

Audience

Import CSV contacts and map variables

CSV import supports campaign-specific lead uploads and global lead imports. During campaign creation, imports move through upload, variable mapping, and review steps before the campaign can proceed. You can also add leads manually, edit them inline, and add custom columns during review.

Recommended CSV shape
email,firstName,lastName,company,website,linkedIn
maya@northstar.io,Maya,Rao,Northstar,https://northstar.io,https://linkedin.com/in/maya
1

Upload the CSV

Use a file with an email column and any additional personalization columns you need. Email and First Name are required fields.

2

Map columns

Match CSV headers to standard fields (firstName, lastName, email, company) or custom variables used in templates. Columns marked 'skip' are ignored.

3

Review leads

Confirm the imported rows, fix missing values inline, add custom columns, or add individual leads manually before uploading.

4

Upload and continue

Valid leads are uploaded to the campaign. Invalid leads (missing email or first name) can be fixed or skipped before proceeding to email setup.

Required fields block upload

Every lead must have an email and first name. Leads missing either field are flagged in red and cannot be uploaded until fixed or removed. You will see a confirmation prompt showing how many valid leads will be uploaded and how many will be skipped.

Optional fields and personalization gaps

If a lead is missing optional fields like last name, company, or custom columns, a yellow warning appears on the review table. These leads can still be uploaded but personalization in email templates may be incomplete for those contacts.

Duplicate emails are auto-skipped

If your CSV contains duplicate email addresses, only the first occurrence will be imported. Duplicates are flagged with a red indicator in the review table.

Edit leads inline during review

Click any cell in the review table to edit it directly. UseTab to move to the next cell and Enter to move down a row. Changes made on a return visit auto-save every 800ms.

CSV upload

Upload any CSV file. Email and first name columns are required. All other columns are optional.

Column mapping

Map CSV headers to lead fields or mark them as skip. Custom column names are preserved as template variables.

Inline editing

Edit any lead field directly in the review table using keyboard navigation (Tab and Enter).

Add leads manually

Add individual leads during the review step without uploading a new CSV.

Add custom columns

Add new data columns to all leads during review, then fill in values before uploading.

Validation banners

Red banners block upload for missing required fields. Yellow banners warn about incomplete optional data.

Audience

Use groups and filters for segmentation

Groups are labels applied to leads for segmentation, filtering, and bulk operations. A lead can belong to multiple groups. Groups work across both campaign-assigned leads and unassigned contacts. Lead counts per group are shown in the filter dropdown.

1

Select leads

Check one or more leads in the table. The bulk action bar appears at the bottom of the screen.

2

Apply a group label

Click the Groups button in the bulk action bar, type a group name and pick a color, then confirm. The label is applied instantly to all selected leads.

3

Filter by group

Use the Group filter dropdown to view only leads in a specific group. The dropdown shows each group name and its lead count.

4

Manage groups

Click Manage Groups (visible once at least one group exists) to rename or delete groups. Renaming or deleting a group updates all leads in that group at once.

Useful group patterns

  • Group by source — Webinar, LinkedIn, Referral, or Import batch.
  • Group by audience — SaaS Founders, Agencies, Recruiters, or Investors.
  • Group by follow-up state after a campaign review.
  • Export selected groups when you need an offline backup or analysis.
  • Use groups to pre-segment contacts before starting a new campaign.
  • Apply multiple groups to the same lead for cross-filtering.

Renaming and deleting affects all leads

Renaming a group updates that label on every lead it is applied to. Deleting a group removes the label from all leads in the group. Neither action deletes the leads themselves — only the group label is changed or removed.

Leads can belong to multiple groups

You can apply more than one group label to the same lead. This lets you filter by overlap — for example, a lead tagged both "LinkedIn" and "SaaS Founders" will appear in both group filters.

Apply in bulk

Select multiple leads and apply a group label to all of them at once from the bulk action bar.

Filter by group

Use the Group dropdown to filter the leads table. Each group shows its lead count in brackets.

Rename groups

Open Manage Groups to rename a label. The new name is applied to every lead in that group immediately.

Delete groups

Remove a group label from all leads at once. The leads are kept — only the label is removed.

Export by group

Filter by group, select all visible leads, then export as CSV for offline use or analysis.

Instant updates

Group labels appear immediately on leads. If a sync error occurs, a notification will prompt you to refresh.

Templates

Understanding the Email Templates

The Templates page serves as a centralized workspace for creating, organizing, and managing reusable email templates. Templates help standardize email content, reduce repetitive work, and accelerate campaign creation. Users can create templates using the Visual Builder, Plain Text Editor, Code Editor, or AI-powered content generation tools.

Template library

Browse templates, search content, filter by category, save public templates, and manage your own reusable email templates.

Templates page

Search Templates

Quickly locate templates by searching template names and available content within the template library.

Category-Based Organization

Templates are organized into categories such as Marketing, Newsletter, Promotions, Product, and Announcements for easier discovery.

Saved Templates

Save public templates to your personal collection for quick access and future campaign use.

My Templates

Create and manage your own custom templates tailored to specific outreach requirements and business goals.

Generate with AI

Create email templates using AI-powered content generation to quickly build personalized and campaign-ready emails.

Template Preview

Preview template designs before using them in campaigns to verify content, layout, and formatting.

Campaign Integration

Templates can be selected directly during campaign creation to streamline email setup and content management.

Available Template Categories

FieldWhat it means
MarketingTemplates designed for lead generation, outreach, and customer engagement campaigns.
NewsletterTemplates used for recurring updates, newsletters, and audience communications.
PromotionsTemplates focused on offers, discounts, special events, and promotional campaigns.
ProductTemplates for product launches, feature announcements, and product updates.
AnnouncementsTemplates intended for company news, updates, and important notifications.
SavedTemplates saved from the public template library for future use.
My TemplatesCustom templates created and managed within your workspace.

Why use templates?

Templates help maintain consistent branding, improve productivity, and reduce the time required to create email content for campaigns. Reusable templates also simplify collaboration and standardize communication across teams.

Templates

Create a New Template

Creating a template allows you to build reusable email content that can be used across multiple campaigns. Templates can be created manually using different editors or generated with AI to accelerate content creation and maintain consistent messaging.

Template creation

Create a new template, provide basic information, and choose the editor that best matches your email design requirements.

Create template

Template creation workflow

1

Navigate to Templates

Open the Templates page from the main navigation menu to access and manage your email templates.

2

Create a template

Click the Create Template button to start creating a new reusable email template.

3

Choose an editor

Select the editor that best fits your needs: Visual Builder, Plain Text Editor, or Code Editor.

4

Enter template details

Provide a template name and any required information to help identify the template later.

5

Start designing

Begin creating your email content using the selected editor and save the template when complete.

Visual Builder

Create professional email layouts using drag-and-drop components without writing code.

Plain Text Editor

Build simple text-based emails focused on direct communication and deliverability.

Code Editor

Design fully customized email templates using HTML and advanced styling.

Choose the right editor

Select the editor that best matches your technical expertise and email design requirements. All templates can be saved and reused across multiple campaigns.

AI-assisted content creation

AI-powered content generation can help create email content faster by generating template ideas, subject lines, and personalized messaging based on your campaign goals.

Templates

Visual Template Builder

The Visual Builder allows you to design professional email templates using a drag-and-drop interface. It eliminates the need for coding by providing a structured layout with prebuilt components, real-time preview, and property-based customization.

Visual Builder interface

The editor is divided into three main sections: components panel, central canvas, and properties panel for fine-grained customization.

Visual email template builder interface

How the Visual Builder works

1

Open Visual Builder

Select Visual Builder when creating a new template to launch the drag-and-drop editor.

2

Drag components

Use the left sidebar to drag layouts, text, images, buttons, and other elements into the canvas.

3

Customize content

Click any component to edit its content, styling, and configuration using the properties panel on the right.

4

Use variables

Insert dynamic variables like {{firstName}} or {{email}} to personalize your email content.

5

Preview & save

Preview the final email design in real-time and save the template for reuse in campaigns.

Components Panel

Contains layouts, basic elements, advanced blocks, and variables used to build email content.

Canvas

The central workspace where you assemble and visually design your email template.

Properties Panel

Used to configure selected elements such as styling, content, spacing, and links.

Drag-and-drop flexibility

The Visual Builder is fully modular, allowing you to rearrange sections and components without affecting other parts of the email layout.

Real-time preview

Every change is reflected instantly in the preview, helping you design and validate emails faster with fewer iterations.

Templates

Code Template Editor

The Code Editor provides a developer-friendly environment to create email templates using raw HTML. It includes a built-in AI assistant, syntax-ready editor, and quick actions like format, copy, and live preview to streamline email development.

Code Editor interface

The editor is split into three sections: AI assistant panel on the left, HTML code editor in the center, and quick action controls for formatting, previewing, and saving.

HTML email code editor interface

How the Code Editor works

1

Open Code Editor

Select Code Editor when creating a template to start writing or pasting HTML email code.

2

Write or paste HTML

Use the central editor to build your email structure using standard HTML and inline styles.

3

Use AI assistant

Ask the AI panel to generate, improve, or refactor your email template code instantly.

4

Format & refine

Use the Format option to auto-align and clean your HTML for better readability.

5

Preview & save

Preview the rendered email in real time and save the template for reuse in campaigns.

AI Assistant Panel

Helps generate and improve HTML email templates using natural language prompts.

Code Editor

Central workspace for writing, editing, and structuring raw HTML email templates.

Action Toolbar

Provides quick actions like AI assist, format code, copy HTML, preview, and save template.

Developer-friendly editing

The Code Editor is designed for developers who prefer full control over HTML structure and styling while still benefiting from AI assistance.

Faster template creation

With AI support and instant formatting, you can build production-ready email templates in significantly less time.

Templates

Plain Text Email Editor

The Plain Text Editor provides a simplified and distraction-free way to create email content using rich-text formatting. It is ideal for quick communication, follow-ups, and personalized emails with built-in AI assistance, tone controls, and variable support.

Plain Text Editor interface

The editor includes an AI assistant panel on the left, a rich text editing area in the center with formatting toolbar, and tone-based writing controls with quick AI prompts.

Plain text email editor interface

How the Plain Text Editor works

1

Open Plain Text Editor

Select Plain Text Editor when creating a template for quick, text-based email composition.

2

Write your email

Use the central editor to write emails with basic formatting like headings, bold, lists, and links.

3

Use variables

Insert dynamic variables like {{firstName}} to personalize emails for each recipient.

4

Choose tone

Select tone options such as Professional, Casual, Friendly, or Urgent to adjust the writing style.

5

Use AI assistance

Leverage AI prompts like welcome emails, follow-ups, or tone improvement to quickly generate content.

AI Assistant Panel

Helps generate, rewrite, and improve email content using smart AI prompts.

Plain Text Editor

A rich text editor supporting formatting tools like headings, bold, lists, and variables.

Tone & Quick Actions

Allows switching writing tone and using predefined AI actions like welcome or follow-up emails.

Key Features

1

Rich text formatting

Supports headings, bold, italic, alignment, lists, and links for structured email writing.

2

AI-powered writing

Generate emails instantly or improve existing content using AI suggestions.

3

Tone control

Switch between Professional, Casual, Friendly, and Urgent tones to match communication style.

4

Quick templates

Use built-in prompts like welcome emails, follow-ups, or improvement suggestions.

5

Variable support

Personalize emails using dynamic placeholders like {{firstName}}, {{email}}, etc.

Simple but powerful

The Plain Text Editor is designed for fast email creation while still offering advanced features like AI assistance, tone control, and personalization variables.

Best for quick communication

Ideal for follow-ups, transactional emails, and personalized messages where speed and clarity matter more than complex design.

Prompts

Manage AI Prompts

The Prompts page serves as a centralized workspace for creating, organizing, and managing reusable AI prompts. Prompts provide structured instructions that guide AI-generated email content, helping maintain consistent messaging, improve personalization, and reduce the time required to create campaign content. Saved prompts can be reused across multiple templates and tested using the Prompt Playground before being used in campaigns.

Prompt library

Create, search, and manage reusable prompts that can be used to generate personalized email content.

Prompts page

Create Prompts

Build reusable prompts that define how AI should generate email content.

Search Prompts

Quickly locate saved prompts using the built-in search functionality.

Reusable Instructions

Store commonly used instructions to maintain consistency across generated emails.

AI Content Generation

Use prompts to guide AI in creating personalized and context-aware email content.

Tone Control

Define the preferred communication style such as Professional, Friendly, or Formal.

Length Preferences

Configure whether generated content should be short, medium, or long.

How prompts work

1

Create a prompt

Define instructions that describe the purpose, structure, and desired outcome of AI-generated content.

2

Configure preferences

Optionally select a preferred tone and content length to guide AI output.

3

Save the prompt

Store the prompt in the library for future use and reuse across different workflows.

4

Use in Prompt Playground

Test prompts with templates and sample variables to preview generated content.

5

Generate emails

Apply prompts during email generation to create personalized content at scale.

Reusable AI instructions

Prompts help standardize AI-generated content by providing reusable instructions that can be applied consistently across multiple templates, campaigns, and outreach workflows.

Prompts

Create a Prompt

Creating a prompt allows you to define reusable instructions that guide AI-generated email content. Prompts help standardize messaging, maintain consistent communication styles, and reduce the time required to generate personalized emails across campaigns.

Create prompt

Create a reusable prompt by defining instructions, tone preferences, and content length settings.

Create prompt modal

Prompt creation workflow

1

Open Prompts

Navigate to the Prompts page from the main navigation menu.

2

Add Prompt

Click the Add Prompt button to open the prompt creation dialog.

3

Enter a name

Provide a descriptive name that helps identify the prompt later.

4

Write prompt content

Define the instructions, structure, goals, and personalization guidance that AI should follow.

5

Configure options

Optionally select tone and length preferences to influence generated content.

6

Save Prompt

Save the prompt to make it available in the prompt library and Prompt Playground.

Prompt Configuration Fields

FieldWhat it means
Prompt NameA unique and descriptive name used to identify the prompt.
Prompt ContentThe instructions provided to AI, including tone, structure, personalization requirements, and content goals.
ToneOptional writing style preference such as Professional, Friendly, Promotional, Casual, Informal, or Formal.
LengthOptional content length setting including Short, Medium, or Long.

Custom Instructions

Define detailed instructions that guide how AI generates content.

Tone Selection

Control the communication style of generated emails.

Length Control

Specify the desired length of generated content.

Reusable Prompts

Save prompts for future use across templates and campaigns.

Write clear instructions

The quality of generated content depends heavily on the prompt. Be specific about objectives, audience, tone, personalization requirements, and desired outcomes to achieve the best results.

Save and reuse

Once saved, prompts can be selected in the Prompt Playground to test and preview AI-generated email content before using it in campaigns.

Prompts

Prompt Playground

Prompt Playground provides an interactive environment for testing prompts, templates, and personalization variables before using them in campaigns. Users can select a saved template, choose a reusable prompt, provide sample variable values, and generate a preview of AI-powered email content. This helps validate prompts and ensure generated emails meet quality and personalization requirements.

Prompt Playground

Select a template, choose a prompt, configure variables, and generate a personalized email preview using AI.

Prompt Playground

How Prompt Playground works

1

Select an email template

Choose a saved email template that contains the structure and variables used for email generation.

2

Review available variables

View variables detected within the selected template and understand what data is required.

3

Choose a prompt

Select a saved prompt that provides instructions for AI-generated content.

4

Configure tone

Choose a communication style such as Professional, Friendly, Casual, Formal, Persuasive, or Urgent.

5

Provide variable values

Enter sample values for variables like name, company, website, industry, or job title.

6

Generate email

Generate and preview personalized email content using the selected template and prompt.

Playground Components

Template Panel

Select an email template and review variables available within that template.

Prompt Editor

Choose a saved prompt and review the instructions used for AI content generation.

Variables Panel

Provide sample values that replace personalization variables during generation.

Email Template Selection

Choose a saved email template that defines the email layout and supported variables.

Template Variables

View all variables used in the selected template and identify required personalization fields.

Saved Prompt Selection

Select reusable prompts from the prompt library for testing and previewing.

AI Email Generation

Generate personalized content using prompts, templates, and variable data.

Tone Control

Experiment with different communication styles before using generated content.

Live Preview

Review generated content before applying it to campaigns.

Available Tone Options

FieldWhat it means
ProfessionalFormal and business-focused communication suitable for outreach and sales emails.
FriendlyWarm and approachable messaging that encourages engagement.
CasualRelaxed and conversational communication style.
FormalStructured and professional language with a polished tone.
PersuasiveFocused on encouraging action and highlighting value propositions.
UrgentCreates a sense of importance and encourages timely responses.

Variable Testing

The Variables panel allows you to simulate real recipient data before generating emails. Sample values can be provided for fields such as first name, last name, company name, website, industry, job title, LinkedIn profile information, and other custom variables used within templates and prompts.

Test before sending

Prompt Playground helps validate prompts, templates, and personalization variables before they are used in production campaigns.

Preview real-world results

By combining templates, prompts, and sample lead data, you can generate realistic email previews and optimize AI-generated content before launch.

Analytics & Admin

Campaign Analytics

Campaign Analytics provides a detailed view of campaign performance, delivery activity, audience engagement, and configuration details. Access this page by selecting a campaign from the Campaigns table. Use the analytics dashboard to monitor email delivery, track opens, review campaign settings, inspect sender health, and analyze recipient-level activity throughout the campaign lifecycle.

Campaign analytics overview

Monitor campaign performance, audience engagement, email delivery statistics, and campaign configuration from a single dashboard.

Campaign Analytics

Performance Metrics

Track sent, opened, pending, and failed email counts with real-time campaign statistics.

Delivery Trends

Visualize email sending activity across day, week, and month time ranges.

Audience Insights

Review audience size, delivery rate, engagement metrics, and device statistics.

Email Preview

Inspect the email content and design currently being used by the campaign.

Campaign Configuration

Review sender details, scheduling settings, and campaign configuration information.

Sender Health

Monitor domain verification and sender reputation information.

Campaign Overview Metrics

FieldWhat it means
Total Emails SentTotal number of emails successfully processed and delivered by the campaign.
OpenedNumber and percentage of recipients who opened the email.
PendingEmails that are scheduled but not yet sent.
FailedEmails that could not be delivered successfully.

Campaign Analytics Dashboard

1

Review campaign metrics

Monitor sent, opened, pending, and failed email counts to evaluate campaign performance.

2

Analyze delivery trends

Use the chart visualization to understand sending activity across selected time periods.

3

Monitor audience engagement

Review delivery rates, audience size, and open statistics to measure campaign effectiveness.

4

Inspect email content

Preview the exact email template being used within the campaign.

5

Track recipient activity

View individual lead delivery status, open activity, and sending history.

6

Review sender health

Validate sender configuration and monitor deliverability readiness.

Campaign details and email preview

Review email content, sender information, campaign configuration, and scheduling settings.

Campaign Details

Email Preview

The Email Preview panel displays the email template currently associated with the campaign. This allows users to verify content, variables, formatting, and messaging before analyzing campaign performance.

Campaign Details

FieldWhat it means
SubjectThe email subject line used by the campaign.
SenderEmail account used to send campaign messages.
Sender NameDisplay name visible to recipients.
Started OnCampaign start date and time.
Ended OnCampaign completion date and time, if applicable.
Total LeadsTotal recipients included in the campaign.
Send TypeDefines whether emails are sent immediately or scheduled.
Daily Sending LimitMaximum number of emails allowed per day.
Sending DaysDays on which campaign emails are permitted to send.

Audience Overview

Delivery Rate

Percentage of emails successfully delivered to recipients.

Open Rate

Percentage of delivered emails that were opened by recipients.

Device Insights

Breakdown of email opens across devices such as desktop and mobile.

Sender Health

Sender Health displays domain verification and deliverability readiness information. Monitoring sender health helps ensure optimal email delivery performance and reduces the likelihood of deliverability issues.

Recipient activity tracking

Track delivery status, sending history, and open activity for every recipient included in the campaign.

Campaign Leads

Campaign Leads

The Campaign Leads table provides recipient-level tracking for all leads included in the campaign. Use this view to monitor delivery outcomes, email open activity, scheduling information, and sending timestamps.

FieldWhat it means
RecipientLead name and email address associated with the campaign.
StatusCurrent delivery status such as Sent, Pending, or Failed.
Scheduled AtDate and time the email was scheduled for delivery.
OpenedNumber of times the recipient opened the email.
Sent OnActual date and time the email was delivered.

Comprehensive campaign visibility

Campaign Analytics consolidates performance metrics, recipient activity, email content, and configuration details into a single view, making it easier to monitor campaign progress and identify optimization opportunities.

Track engagement in real time

Use audience insights, open statistics, and recipient-level tracking to evaluate campaign effectiveness and improve future outreach efforts.

Analysis & Admin

Manage profile, signatures, notifications, billing, and security

Settings centralizes account management, security preferences, billing information, email signatures, notification controls, and interface customization. Changes are saved directly to your account and apply across the platform.

Profile

Update your personal details, company information, and account settings.

Security

Manage passwords, account access, and future authentication settings.

Email Signatures

Create, edit, delete, and manage signatures used in campaign emails.

Notifications

Control campaign reports, email notifications, and system alerts.

Theme Preference

Choose between System, Light, or Dark appearance modes.

Billing

View plan information, monitor usage, purchase credits, and manage subscriptions.

Notification preferences

Notification settings are saved automatically when toggled. Changes apply immediately and remain associated with your account across future sessions and devices.
FieldWhat it means
Email NotificationsReceive account activity updates and campaign-related notifications by email.
Campaign ReportsReceive recurring campaign performance summaries and delivery statistics.
System AlertsReceive notifications about platform updates, service changes, and important account events.
Theme PreferenceChoose System, Light, or Dark mode for the application interface.

Theme options

The System theme automatically follows your operating system's appearance settings. Light and Dark themes override the system preference and remain active until changed.

Saving preferences

If a preference cannot be saved due to a network or server issue, the setting automatically reverts to its previous value and an error message is displayed.

Plan limits

Your subscription controls limits across campaigns, leads, templates, domains, sending accounts, credits, AI usage, and monthly email volume. On the Free plan, you can create up to 2 campaigns. When a limit is reached, related actions are disabled and upgrade options are displayed.

Email signatures

The active email signature is automatically appended to outgoing campaign emails. Update signatures at any time without recreating campaigns.

Analysis & Admin

Fix common product issues

Domain verification fails

Confirm the DNS name and value were copied exactly, check the correct DNS zone, wait for propagation, then verify again.

SMTP verification fails

Check host, port, username, password, app-password requirements, and whether the SMTP user can send as the selected from email.

Campaign is paused

Open the campaign detail page. Pause banners identify common causes such as insufficient credits, revoked OAuth, monthly limits, daily limits, or AI limits.

Leads are skipped during import

Leads missing email or first name are blocked from upload — fix these required fields in the review table or delete the rows. Leads with duplicate email addresses are automatically skipped and only the first occurrence is imported.

Emails go to spam

Verify DNS records, slow down sending rate, improve list quality, avoid misleading subject lines, and monitor failed or bounced sends.

CSV import looks wrong

Check headers, confirm email column is present, look for duplicate columns, and verify column mapping before confirming import.

Campaign stays in DRAFT and won't launch

Ensure all required steps are complete — leads uploaded, email content set, sender configured, and schedule set. All four wizard steps must be completed before a campaign can be launched.

Sender disconnected or OAuth revoked

Go to Settings and reconnect the sender mailbox. OAuth tokens can expire or be revoked from the email provider side. Reconnecting will resume paused campaigns using that sender.

Create Campaign or Add Lead button is disabled

Your plan limit has been reached. The Free plan allows up to 2 campaigns and a set number of leads. Upgrade your plan from the Billing settings page to increase these limits.

Still need help?

Use Support for tickets, help channels, FAQs, and chat. Include campaign ID, sender email, timestamp, screenshot, and any error message.

Open Support