Learn

Choose your starting point.

This is the map; the app is the guide — every step below has in-product tooltips when you get there. 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

Empty workspace to first send in an afternoon.

  1. 1Create your workspaceSign in and name your workspace — this starts your 7-day free trial (no card).
  2. 2Verify a sending domainAdd SPF/DKIM so your mail authenticates and lands in the inbox.
  3. 3Add contactsImport a CSV or add a few by hand. Email is the only required field.
  4. 4Send your first campaignPick an audience, write with merge fields, review the pre-send checks, send.

Intermediate — let the follow-up run itself

Stop sending one-offs; build a motion.

  1. 1Build a sequenceEmail 1 now, day-2 and day-5 follow-ups automatically. Replies exit the sequence.
  2. 2Segment your bookDynamic segments update themselves as your data changes.
  3. 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.

  1. 1Trucking & DOT targetingSegment by authority age, fleet size, operation type, state, and renewal window.
  2. 2Run cross-sell playsSell a missing line to existing clients, timed to their renewal window.
  3. 3Stay compliant automaticallyMarketing vs operational vs transactional — the right rules apply per send.

Expert — connect the family & go headless

Make outreach part of your whole stack.

  1. 1Connect Seven16 productsPipe DOT Intel leads in, and outcomes (binds, premium) back to campaigns.
  2. 2Use the APIImport contacts, record outcomes, and integrate headlessly over /v1.
  3. 3Read revenue, not vanity metricsAttribute submissions → quotes → binds → premium to the campaign that drove them.

Ready? Your first campaign is minutes away.

Start your free trial