Resources

Playbooks and references for campaign teams.

Getting-Started Guide

From first CSV to your first clean drop list, in under an hour. Covers workspace setup, source configuration, first import, and reviewing matches.

Import Playbook

Column mapping recipes for the most common mailer, dialer, and SMS vendors. Copy the mapping, run the import, done.

Suppression Rules Reference

Exactly which events flip which channels off — and how to override per campaign. Includes the STOP handling matrix and conversion-cascade rules.

FAQ

The questions campaign managers ask us in the first week: identity resolution edge cases, merge safety, export formats, and audit history.

Blog

Field notes on multichannel outreach, suppression math, and campaign hygiene.