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Search practical Mail Hub guidance for connected email accounts, sending, campaigns, deliverability, AI, prospecting, CRM and memberships.
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Set up the workspace, understand memberships and prepare Mail Hub for daily use.
3 articlesConnect Gmail, Microsoft and standard IMAP/SMTP email providers.
4 articlesCompose, reply, schedule, use templates and manage daily email.
4 articlesBuild controlled sequences, test sends, tracking and unsubscribe workflows.
2 articlesUse ready-made email copy, keywords, triggers and sample campaign sequences before spending AI tokens.
3 articlesConnect Mailchimp and Brevo, map subscriber lists and control external campaign delivery.
4 articlesUnderstand MX, SPF, DKIM, DMARC and sender-health diagnostics.
1 articleUse AI drafts, summaries, replies and campaign assistance responsibly.
1 articleBusiness DNA, ICP scoring, intent signals, lead finding and guarded automated outreach.
6 articlesResearch public companies, verify business emails and move leads through Pipeline.
2 articlesPlans, paid feature activation, yearly memberships and CA$5 referral rewards.
2 articlesPasswords, roles, API access, privacy and organization controls.
2 articlesFeatured help articles
34 articles shown.
Use ready-made email templates without AI
Search sample copy by keyword, trigger or category and apply it directly in Compose.
4 min read →Templates & playbooksCreate a campaign from a sample playbook
Turn a sample sequence into a normal editable Mail Hub draft campaign.
5 min read →Templates & playbooksOrganize templates with keywords and triggers
Make reusable content easier for the team to find by business event and intent.
4 min read →External integrationsConnect Mailchimp to Mail Hub
Authorize a Mailchimp account, map an audience and synchronize consented subscribers.
5 min read →External integrationsConnect Brevo to Mail Hub
Connect a customer-owned Brevo account using an encrypted API key and map contact lists.
5 min read →External integrationsSynchronize subscribers safely
Understand list mapping, two-way synchronization and suppression behaviour.
6 min read →External integrationsSend a Mail Hub campaign through Mailchimp or Brevo
Export one campaign email, send or schedule it externally and pull provider metrics back into Mail Hub.
6 min read →Getting startedSet up Mail Hub for the first time
A practical first-run checklist for a new organization.
4 min read →Mail accountsConnect Gmail or Google Workspace
Authorize an existing Google mailbox using OAuth instead of sharing its password.
3 min read →Mail accountsConnect Outlook or Microsoft 365
Connect a Microsoft mailbox using delegated OAuth and Microsoft Graph.
3 min read →Mail accountsConnect another provider with IMAP and SMTP
Use standard mail protocols for providers outside Google and Microsoft.
5 min read →Getting startedUse the Setup Centre and readiness checklist
Finish sender, domain, compliance, contact and test-send requirements from one guided workflow.
4 min read →Webmail & sendingUse Undo Send, Send Later and Outbox
Queue a message briefly for cancellation or schedule it for a future delivery time.
4 min read →Mail accountsReview mailbox activity logs
Audit provider connections, tests, sends, campaign delivery and failures without storing message bodies in the log.
4 min read →Webmail & sendingAssign messages and add internal notes
Use shared-inbox collaboration to coordinate ownership and follow-up without altering the external message.
4 min read →Webmail & sendingConfigure professional outgoing email design
Control the shared layout used by normal email, campaign tests and campaign delivery.
4 min read →Webmail & sendingCompose, schedule and test email safely
Use templates, signatures and schedule controls without losing review control.
3 min read →Campaigns & trackingBuild and launch a campaign sequence
Create a controlled, consent-aware campaign with follow-up conditions.
6 min read →Campaigns & trackingUnderstand open, click and attachment tracking
What Mail Hub tracking records and how to interpret the signals.
4 min read →DeliverabilitySPF, DKIM, DMARC and MX checklist
The core DNS records Mail Hub reviews before you scale sending.
5 min read →AI assistantUse the AI Mailbox Assistant
Draft, rewrite, summarize and reply while keeping a human in control.
4 min read →Prospecting & CRMUse Native Prospecting responsibly
What the first-party research tools do and where the data boundary is.
5 min read →Prospecting & CRMManage leads with the CRM pipeline
Move contacts from new lead through engaged, proposal and won/lost stages.
4 min read →Memberships & referralsUnderstand memberships and advanced feature access
Why choosing a paid plan is different from having an activated paid membership.
3 min read →Memberships & referralsHow the CA$5 referral programme works
Track referrals from signup through paid yearly activation and payout.
3 min read →Account & securityProtect APP_KEY and encrypted credentials
Why the installation encryption key must remain stable.
3 min read →Account & securityReview Database & Workers health
Use the platform operations centre to verify migrations, worker runs, queue health, retention and database integrity.
5 min read →AI Sales AgentsBuild and approve Business DNA
Teach Mail Hub what the organization sells, who it serves and which claims are approved before agents use AI.
5 min read →AI Sales AgentsUnderstand intent scoring
See how Mail Hub combines first-party engagement, CRM activity and public company research into a lead-priority score.
6 min read →AI Sales AgentsApproval Mode vs Autonomous Mode
Choose whether AI Sales Agent messages require human approval or may send automatically under Mail Hub guardrails.
5 min read →AI Sales AgentsUse the in-house Email Waterfall
Move from public company evidence to transparent business-email candidates without pretending inferred addresses are verified facts.
6 min read →AI Sales AgentsCollect first-party intent signals
Send website and product events to Mail Hub without using a hidden social-data provider.
6 min read →AI Sales AgentsHow the public Lead Finder works
Understand what Mail Hub can find in-house and what it deliberately does not claim to access.
4 min read →Getting startedUse Support, Work Queue and the Knowledge Base together
Choose the right support surface for self-service and operational follow-up.
3 min read →