Manager

Run all your campaigns from one place. The frequency cap makes sure no one gets two emails on the same day — even when several campaigns run at once.

All campaigns

Run for

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What happened

Launch some campaigns, then click “Run all launched”.

Frequency & disclaimer

The rules that apply to every campaign in your account.

How often can one person be emailed? —

At most 1 email per person every…

Legal disclaimer on every email (leave blank to use the built-in default)

Danger zone

Delete all campaigns, people, and results. This cannot be undone.

Analytics

Account-wide performance across every campaign that has sent — Overview, Delivery, Engagement, and Audience retention. Open a campaign's Results tab for the same breakdown per campaign.

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What I've learned

The assistant's style & tone memory — applied to every email it writes. Learned is regenerated from your high open-rate emails and the edits you make to drafts; Personal notes are yours and are never overwritten.

Learned from your campaigns (Re-learn regenerates this)

Personal notes (always applied, never overwritten)

New campaign

Create any drip — pick the number of emails and the interval. (The old “every other day is baked in” limit is gone.)

Build your own drip

Name

Your email (owner)

Look & feel (optional — the email template)

Pick a starter template or describe your own. Blank = the default look; you can always tweak colors later in the email designer.

Preview

How many emails

Days between emails

If it clashes with another

Base the copy on a past campaign (optional)

winning subjects same approach copy whole emails

If set, the copy agent writes the new emails using what worked before — no need to start from a blank page.

…or start from the ready-made preset

The Student-Loan Refinance program: 5 emails every other day, holds, branch/exit and promotion — exactly the reference campaign.

Customers

Everyone in your account, across every campaign, grouped by category — each category is served by a different track (prospects who started the form get the Incomplete journey, closed-loan and declined borrowers get their own one-offs, and so on). Click anyone to see their full history.

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Emails

Shape the plan below — tracks, emails, and the day each one sends. Click an email to edit its copy, or ask the assistant on the right (e.g. "write all the emails", "add 3 urgent emails about the deadline").

No emails yet.

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Test two full versions of this email. We split a virtual audience 50/50, compare open & click rates, and call a winner you can apply in one click. Variant A is the email as it is now.

Variant B — the alternate

Subject line

Body

Button text

Button link

Subject line

Preview text

Headline

Sub-headline

Body

Button text

Button link

Secondary link text (optional)

Secondary link URL

Want AI to write or improve this email? Open the Assistant (top right) and say things like "make this shorter", "make it more urgent", or "rewrite this to focus on saving money" — it knows which email you're editing. Open assistant

Design applies to every email in this campaign, so it always looks on-brand.

Start from a template

Sender

From name

From email

Reply-to (optional)

Brand & colors

Accent

Banner

Button

Button text

Page bg

Email bg

Typography & layout

Font

Alignment

Width (px)

Button roundness

Logo image URL (optional — blank uses the brand name)

Send & test

Add the people who’ll get the emails, then send.

Demo mode. Nothing is sent to real inboxes. “Send” fast-forwards a virtual clock and a mock ESP fabricates realistic opens/clicks so you can see how analytics would look. In production, people would be enrolled automatically by your website’s form events. What’s real vs simulated →

Add a real list of people (spreadsheet / CSV)

Who should get it

…or paste it here

Only an email column is required. A first_name column personalizes the greeting. Bad rows are skipped and listed.

No list handy? Add pretend people to try it out

How many

Who should get it

Send over how many days

Tip: to run this campaign together with your others under the frequency cap, use Manager → Run all instead.

Send a real test email — through Guaranteed Rate's dev gateway (delivers to GR's preview inbox)

Which email

Unlike “Send it” above (a simulation), this makes an actual send via GR. Dev delivers to the GR preview inbox regardless of the address.

What happened

Add people, then click “Send it”.

Results

How many people opened and clicked your emails, and where they dropped off. Export the results to reuse the winners in a future campaign, or let the assistant distill them into style guidance (Manager → What I've learned).

Demo numbers. Opens/clicks are simulated by a mock ESP (a realistic decay curve), not real deliveries. Conversions/branching need real form events, which aren’t wired in the demo. The math & layout are exactly what you’d see with a live ESP.

Send a campaign first, then refresh.