Can I bring my existing clients over?
Yes. Add each one in Customers, self-serve or managed, then upload their lists with their unsubscribes kept. Every address is checked before it's ever mailed.
Question
Yes.
Add each client in Customers: press Add customer, and choose self-serve or managed. A self-serve client's invite takes them straight to your portal.
Bring their contacts. A self-serve client uploads their own lists. For a managed client, press Manage on their row and upload them in Lists.
Keep their unsubscribes. When you upload, map the status column from their old platform, so anyone who left stays off.
Every address is checked before it's ever mailed, so an old list is cleaned on the way in.
Step by step: Add a customer and Bring contacts from another platform.
Related
Add a customerOpen Customers, press Add customer, fill in who they are and choose how they'll work with you. Self-serve customers get an invite straight to your portal.Film · 1:15Can I bring my contacts from another email platform?Yes. Export them as a CSV from your old platform and upload it to a list. Keep its status column, and anyone it marks unsubscribed, bounced or invalid stays off that list.3 stepsRun a customer's email for themFor a managed customer, press Manage on their row. Their workspace opens in your brand, and you run their campaigns, lists and results for them, then step back to your dashboard.Film · 0:59Why every list is cleanedBefore anything sends, every address is checked, so only real, working addresses are mailed and typos, dead mailboxes, unsubscribes and spam reports are kept out.Film · 2:05