How To Use This Platform

Non-technical guide for staff. Follow these steps from scratch to sending successful email campaigns.

Before You Send Any Email

Use a clear sender name (example: OAKonsult Team).
Keep one main message and one main button.
Always send a test email first.
Use simple language, not marketing hype.

Platform Tour

Contacts

Add, edit, import, or remove people.

Open Contacts

Segments

Create groups for targeted sending.

Open Segments

Campaigns

Create and send your emails.

Open Campaigns

Templates

Reusable email designs.

Open Templates

Events

Create events and share registration links.

Open Events

Analytics

See campaign performance.

Open Analytics

Main Walkthrough: From Scratch to Sent Campaign

1.Add your contactsOpen Contacts

Go to Contacts and add people manually or import a CSV.

2.Create an audience segmentCreate Segment

Go to Segments and create a simple group (for example: Webinar Parents).

3.Create your campaignNew Campaign

Go to Campaigns and click New Campaign.

4.Write your emailView Templates

Use a template or drag-and-drop builder. Keep it clear and simple.

5.Choose who will receive itCampaign Audience

Select segment(s) and optional individual contacts.

6.Send a test firstTest Campaign

Test to yourself. Check spelling, links, and phone/laptop layout.

7.Send now or scheduleSend Campaign

If test is good, send now or schedule for later.

8.Check resultsView Analytics

Open Analytics to review delivered, opened, and clicked.

Event Registration Guide

  1. Create or open an event in Events.
  2. Set event status to PUBLISHED.
  3. Copy the Public registration link from the event detail page.
  4. Use that link in campaign email button.
  5. People confirm by email, then they are saved and added to event audience automatically.

Campaign Builder Guide

  1. Open New Campaign.
  2. Enter campaign name and subject.
  3. Select audience segment(s).
  4. Use template or builder for email content.
  5. Use Event registration links panel: click Apply to CTA or Use for AI.
  6. Send test, then send or schedule.

Pre-Send Checklist

Subject is clear and easy to understand
Sender name and sender email are correct
Main button link works
Test email looks good on phone and laptop
Correct audience selected
Schedule date/time is correct (if scheduled)

Troubleshooting (Simple)

No registrations showing: Check event is PUBLISHED and people clicked confirmation email.

Sent but not in inbox: Check spam/promotions first, then keep message text-first and simple.

Wrong audience: Re-open campaign and re-check segments/contacts before sending.

Button not working: Re-apply event link from Event registration links panel.

Quick Links

ContactsSegmentsNew CampaignTemplatesEventsAnalytics