How-to · Send comms
Convert a lead to a student
Move a prospect through the lead pipeline and turn them into an enrolled member record.
How-to · Send commsCreate and send an email campaign
Draft an email campaign to your members, then send it as a separate confirmed step.
How-to · Send commsCreate and execute scheduled actions
Use the three-step wizard to schedule a bulk pause, bulk resume, or single-membership pause for a filtered group of members, then monitor execution.
How-to · Send commsCreate and manage automations (workflows)
Build workflow automations that fire email, SMS, or task steps automatically on a trigger, then toggle, duplicate, or archive them.
How-to · Send commsConfigure notifications and SMS delivery
Enable email and SMS channels, set your from-identity, customise per-type routing, manage suppressions, and monitor delivery health.