The emails your customers get

A welcome series, plan reminders and monthly insights go to your customers in your name. Under Account, open Emails to set who they're from, choose which they get and preview each one.

Step by stepFilm · 1:2010 stepsUpdated 6 Nov 2026
The emails your customers get1:20

Your customers hear from you, not from SendTo. A welcome series, plan reminders and a monthly report go out in your name, written for you, and you choose which of them they get.

Set who they're from

  1. Go to Account.

  2. Open Emails.

  3. Set who they come from: your name, your address on your portal, where replies go, and how you sign off.

Choose what they get

  1. Choose which of them your customers get:

    • A getting-started series in their first month.
    • Plan reminders for anyone still on a trial.
    • Monthly insights on the first: their results, their best campaign and an idea for the next.
Tip

Add a note to next month's insights if you like.

Preview every one

  1. These go to self-serve customers.

  2. These go to managed customers.

  3. These go to customers still on a trial.

  4. Monthly insights go to every customer.

  5. Click one to read it.

  6. It's in your brand, ready to read on a phone or a desktop.

Emails SendTo has sent you

At the bottom is every email SendTo has sent you, to read again.

Next in Your customersReports, customer by customer