Hospitality: Set up Respectly for your venue, end to end

1. 1

   Go to app.respectly.ai and click Create an account.

2. 2

   Fill in your first name, work email, company name and a password.

   Or click Continue with Google, Microsoft or Apple and you will be asked for the company name and industry straight afterwards.

3. 3

   Set the industry, even though it is marked optional.

   It picks your recommended starter kit, the sample copy in the send composer, and which version of this guide you are shown. Skipping it costs you all three.

4. 4

   Submit the form.

1. 1

   Open the verification email and click the link.

   This is a hard gate — an unverified user is bounced out of every screen in the app.

2. 2

   Sign in.

3. 3

   If it never arrives, click Resend verification email on the same screen and check your spam folder.

   It comes from Respectly, not from your own sending domain, which you have not set up yet — so your own domain rules will not help it through.

1. 1

   Confirm your email address, company name and industry.

2. 2

   Click Create Organization.

3. 3

   You land on a short "You're all set!" screen and then the setup wizard.

   The organization is the tenant — contacts, templates, consent and billing all belong to it.

4. 4

   Bring colleagues in by invitation from inside this organization.

   One organization per business, not one per user. Anyone who signs up separately gets their own isolated account and will not see your contacts.

1. 1

   Expect to be redirected. A new signup starts a 14-day trial in a pending-card state.

   While in that state, opening any page sends you back to the plan step. This is the behaviour, not a bug.

2. 2

   Add a card at the plan step.

3. 3

   The whole app unlocks.

   Adding a card early does not cost you trial days — the 14 days run regardless.

1. 1

   Work through the steps in the left-hand list. Progress saves on every change.

   Closing the browser costs you nothing, and a banner on the dashboard brings you back.

2. 2

   Welcome — orientation only, and not skippable.

3. 3

   Business Details — personal details plus an Individual/Business selector.

   Choose Business and fill in the org name, industry, website, EIN and billing address. The EIN is what a dedicated US number later depends on.

4. 4

   Branding — logo, brand colour and logo position, with a live preview of your intake form.

5. 5

   Your Goals — pick Send Campaigns, Collect Documents & eSignatures, or Explore Everything.

   At least one is required, and it decides which later steps you are shown.

6. 6

   Import Contacts — CSV with column mapping, or Google / Outlook.

7. 7

   Communications — your email sender, and whether you want a shared or dedicated phone number.

8. 8

   Choose a Plan — the card gate. Not skippable for new signups.

9. 9

   What's Next — a short feature tour.

1. 1

   In the setup wizard, look for the recommended kit.

   It is picked from the industry you chose at signup.

2. 2

   If no kit is recommended for your industry, browse the gallery instead.

   There is no kit tailored to your industry yet, so the wizard leads with the gallery. That is expected, not an error.

3. 3

   Apply whichever of the ten kits is structurally closest to how you work.

   Nothing is locked to a vertical and everything a kit creates is editable.

4. 4

   Or skip it and build as you go through this guide.

   The kit is a head start, not a prerequisite.

1. 1

   Open the Use Cases page. Every kit is shown as a full walkthrough.

   The tags, the pipeline stages and their exit criteria, each form and document with the AI prompt that generates it, the message templates, and the workflows.

2. 2

   Read the kit you applied — especially the workflows.

   They were created AND activated. They are already running.

3. 3

   Click Apply this kit to provision the whole set for real.

4. 4

   Edit anything it made. It is ordinary content with no special status.

1. 1

   Open the dashboard. A resume banner lists the setup steps you have left.

   That is where an interrupted setup lives — it is not lost and it is not hidden in a menu.

2. 2

   Click through the banner to pick up where you stopped.

3. 3

   Work the Getting Started widget alongside it.

   It tracks the practical first tasks: add a contact, create an SMS template, create an email template, create a document, build a form, invite your team.

1. 1

   Open Settings, then Profile.

2. 2

   Check the account is set to Business, not Individual. Click Switch to Business if it is not.

   Only a Business profile exposes the company fields SMS registration depends on.

3. 3

   Fill in Company Name — your registered legal name.

   It must match the EIN registration, not a trading name.

4. 4

   Set the Industry.

5. 5

   Fill in Business ID / EIN and Website.

6. 6

   Fill in the full billing address — country, state or province, street, city, postal code.

   The country sets your home compliance jurisdiction as well as your billing currency.

7. 7

   Press the Save Changes button on each card you filled in.

   Every card on this page saves separately. Filling three cards and pressing one button saves one card.

1. 1

   Open Settings, then Profile.

2. 2

   Upload a logo.

   It is auto-cropped, and the variants used across hosted forms, emails and signature pages are generated for you.

3. 3

   Pick a brand colour from the six presets, or enter a custom hex.

4. 4

   Press Save Changes on that card.

5. 5

   Check a public form afterwards.

   The banner should carry your logo and company name. If it shows the Respectly wordmark, something above did not save.

1. 1

   Open Settings, then Profile.

2. 2

   Put your scheduling URL in the Booking Link card.

   It becomes available in templates as {{booking_link}}.

3. 3

   In the Organisation Custom Fields card, define your own reusable values.

   An office address, a licence number, a support line — each available as {{org.key}}.

4. 4

   Press Save Changes on each card.

5. 5

   Use them from the variable picker in any template rather than pasting the value.

   Change it once here and every template that references it updates.

1. 1

   Open Settings, then Security.

2. 2

   Read the Login Methods section — Password, Google, Microsoft and Apple.

   Each row shows either Connect, or the linked email address and an Unlink button.

3. 3

   Click Connect on a provider to add a second way in, or Unlink to remove one.

4. 4

   Set or change your password from the Password row.

5. 5

   Keep at least two ways in if you can.

   You cannot unlink your last remaining method — the app blocks it rather than locking you out.

1. 1

   Open Settings, then Security.

2. 2

   Find the Password row in Login Methods and click Change password.

   It reads Set password instead if you signed up with Google, Microsoft or Apple and have never had one. Either opens the same dialog.

3. 3

   Enter your Current password.

   Not asked for when you are setting a first password.

4. 4

   Enter the New password. A strength meter scores it as you type.

   At least 8 characters with an uppercase letter, a lowercase letter, a number and a special character.

5. 5

   Enter it again under Confirm password and save.

   A mismatch is rejected before anything is saved.

1. 1

   Open Settings, then Security.

2. 2

   Read Login Methods — Password, Google, Microsoft and Apple.

   Each provider row shows either Connect, or the linked email address and an Unlink button.

3. 3

   Click Connect on the provider you want to add.

   You go to the provider's consent screen and come back with the account linked.

4. 4

   Click Unlink to remove one — but set a password first if it is your only method.

   The app blocks unlinking your last remaining method rather than locking you out.

1. 1

   Open Settings, then Profile.

2. 2

   Find the card below Personal Information carrying Switch to Business or Switch to Individual.

   Which one you see depends on where you are now.

3. 3

   Click Switch to Business.

   Switching is not destructive — it changes which fields the page asks you for, nothing else.

4. 4

   Fill in the fields that appear: Company Name, Industry, Business ID / EIN, Logo, Website and a billing address.

   An Individual profile has none of these — only First Name, Last Name, the read-only Email Address, Phone Number and Photo.

5. 5

   Press Save Changes on each card separately.

   Fill a card in, press its own button, then move to the next one.

1. 1

   Open Settings, then Profile, and make sure you are on a Business profile.

2. 2

   Find the billing address on the Business card, alongside Company Name and Business ID / EIN.

3. 3

   Set the Country first.

   The state and postal-code labels change to match it — a Canadian address asks for a province and a postal code rather than a state and a ZIP.

4. 4

   Fill in the state or province, street, city and postal code.

   Carriers check this against your tax registration for 10DLC brand registration.

5. 5

   Press Save Changes on that card.

1. 1

   Open Settings, then Email Configuration.

2. 2

   Turn on Custom Email Sending.

3. 3

   Choose a provider: Gmail or Microsoft for one-click OAuth, Apple, or Custom SMTP.

   Custom SMTP asks for host, port, username, password and the From address.

4. 4

   Complete the connection — the consent screen for OAuth, or the credentials for SMTP.

5. 5

   Click Send Test Email BEFORE you save.

   It uses the configuration on screen, so you find out it is wrong now rather than after a customer does.

6. 6

   Press Save Changes.

1. 1

   Open Settings, then Email Configuration.

2. 2

   Set the use-case chips — Documents, Forms, Campaigns.

   They control which kinds of email use your custom sender. You may want contracts to come from you but bulk campaigns to come from elsewhere.

3. 3

   Press Save Changes.

1. 1

   Reach this at the Communications step of the setup wizard.

   There is no phone-numbers page in Settings — if you need one later, raise a ticket from Support.

2. 2

   Start on the shared Respectly pool unless you have a reason not to.

   Free, included on all plans, works immediately, no registration.

3. 3

   For a dedicated toll-free number, have your website and billing address ready.

   Toll-Free Verification takes roughly 2 to 4 weeks. No EIN required.

4. 4

   For a dedicated local (10DLC) number, have your EIN, business type, website and full billing address ready.

   Brand registration typically takes 1 to 7 business days, and the campaign takes longer. Sole proprietors are blocked by the carriers, not by us.

5. 5

   Submit the request. The wizard raises a support ticket.

   A dedicated number is requested, not bought self-serve — the Respectly team provisions and registers it.

1. 1

   Turn on the Custom Email Sending toggle.

2. 2

   Pick which use cases it applies to with the Documents, Forms and Campaigns chips.

3. 3

   Choose Gmail or Microsoft in the provider picker.

4. 4

   Click Connect.

   You are sent to the provider, you consent to send mail on your behalf, and you are returned to the page with the connected account shown.

5. 5

   Press Save Changes.

1. 1

   Turn on Custom Email Sending.

2. 2

   Pick Apple or Custom SMTP in the provider picker. The credential panel appears.

   This is the route for Apple Mail and for any mailbox that is not Gmail or Microsoft.

3. 3

   Enter the Host and Port from your mail provider's documentation.

4. 4

   Enter the Username — usually the full mailbox address — and the Password.

   Use an app password where your provider offers one. The page shows app-password guidance for the host you entered, because most providers will not accept your normal login password from an application.

5. 5

   Set the From email and name to what the recipient should see.

   Use an address on a domain you control.

6. 6

   Click Send Test Email, then Save Changes.

1. 1

   Type a recipient address into the test field.

   Send it to a mailbox on a different provider. Mail to yourself can be delivered when mail to the outside world is not.

2. 2

   Click Send Test Email — before you save.

   It uses the configuration currently on screen, so you can test before saving rather than saving something broken and finding out later.

3. 3

   Look for a message with the subject "Respectly — Test Email".

   Nothing arrives: check the host, port and username, and whether your provider requires an app password.

4. 4

   If it arrives from the wrong address, correct the From email field.

5. 5

   If you are asked to reconnect, the OAuth connection has expired — press Connect again.

1. 1

   Read the grid the way the send engine does: SMS / Email / Voice against Informational / Marketing.

   Six cells per contact. A send is judged against exactly one of them.

2. 2

   Read the badge in the cell — Granted, Opted out, Blocked, Pending or Not captured.

   Each carries the date, the source and the rule that produced it.

3. 3

   Remember the one-way rule: a marketing grant satisfies an informational send, never the other way round.

   Informational consent will not let you send a promotion, however reasonable that feels.

1. 1

   Open Settings, then Compliance.

2. 2

   Read the Contact Creation Defaults card — an Allow/Block matrix for your billing country and for the global floor.

   Read-only. This is what happens automatically when a contact is created.

3. 3

   Note which cells are auto-granted. The engine starts wide open and only restricts where a jurisdiction rule says so.

   That is why a brand-new contact already has some consent, with a trail recorded for each cell.

4. 4

   Note which cells are blocked — marketing, almost certainly.

   You cannot override this. It has to be captured from the contact instead.

5. 5

   Check the row labelled "Your billing country" is the country you expect.

   It comes from your billing address on Settings, Profile. Wrong country, wrong rulebook, every new contact.

1. 1

   Open Settings, then Compliance.

2. 2

   Decide the trade-off before you touch the toggle.

   On: a contact who opts in on a form is sent a confirmation link and stays Pending until they click it — slower, stronger. Off: consent is recorded immediately — faster, weaker.

3. 3

   Set the toggle.

4. 4

   If you see a "Managed by Respectly" banner instead of a toggle, stop — the platform sets this for you.

   Support can change it.

1. 1

   Open Settings, then Policies.

2. 2

   Pick a jurisdiction and a channel.

3. 3

   Read what it takes to send compliantly there, in plain language.

   Opt-in requirements, consent checks, permitted sending times, and opt-out handling.

4. 4

   Read this BEFORE arguing with a blocked send.

   Rules inherit global, then country, then state, with the most specific one winning — so the rule that blocked you may not be the one you were looking at.

1. 1

   Do not look for a quiet-hours setting. There is not one.

   Calling hours are platform rules evaluated per recipient against their local time.

2. 2

   When a send seems to have vanished, check the review step's sending groups.

   An out-of-hours send is deferred, not dropped.

3. 3

   Check the Inbox: the campaign reads Scheduled with a live countdown.

   It goes on its own when the window opens. There is nothing to do.

4. 4

   Complete country and state on your contacts to stop the fail-closed cases.

   A contact with no usable timezone is held rather than sent at a possibly illegal hour.

1. 1

   Open Settings, then Policies, then View Decisions.

2. 2

   Find the evaluation you are asking about and read its outcome — Allow, Conditional or Block.

   "Conditional" only appears here. The Inbox shows the same outcomes as Blocked or Needs Review.

3. 3

   Expand the record for the routing path, the individual checks, and the suggested remediation.

   The remediation line is the useful one — it says what would have to change.

4. 4

   Filter by channel, purpose, decision, date, country, state, rule id or recipient.

5. 5

   Click Export CSV when someone needs it in writing.

1. 1

   Treat all four routes as identical, because the engine does.

   STOP on SMS, an email unsubscribe, a cleared box on a form, and an admin revoke all opt the contact out across that whole channel and record it.

2. 2

   Expect it to be channel-wide, not cell-wide.

   An opt-out on SMS marketing takes SMS informational with it.

3. 3

   To reinstate, capture a written express opt-in with an uploaded document.

   A checkbox cannot overturn a revocation — by design.

4. 4

   Leave marketing email alone: an unsubscribe link and your business mailing address are added automatically.

   Adding your own is how you end up with two.

1. 1

   Open Settings, then Policies.

2. 2

   Click Run a compliance test, alongside View Decisions.

   It runs the same engine a real send runs, so the answer you get is the answer you would have got — without sending anything to anyone.

3. 3

   Read the outcome: Allow, Conditional or Block.

   Conditional does not mean blocked. It means the send may go ahead with a condition attached — commonly a calling-hours window, so the message is held until the recipient's local window opens rather than dropped.

4. 4

   Expand the record for the detail.

   The routing path it took through global, country and state rules, each individual check it evaluated, the consent auto-captured at contact creation, and the remediation that would clear a failure.

5. 5

   Reopen it later from Settings, Policies, Decisions rather than re-running it.

   A test is written to the decisions log like any other evaluation.

1. 1

   Open Settings, Policies, View Decisions.

   The page opens with a stats bar — Total Evaluations, Allow, Conditional and Block — above the log itself.

2. 2

   Set the Date Range to the period in question.

   Narrow first, then export, so the file contains the evidence you were asked for and nothing else.

3. 3

   Filter by Channel, Purpose and Decision to isolate what you are proving.

4. 4

   Narrow further by Country, State, Rule ID or Source, or search for a single recipient.

5. 5

   Click Export CSV.

1. 1

   Click Import in the Contacts page header.

   On an account with no contacts yet the empty state offers Import CSV instead. On mobile, tap the round + button, then Import CSV.

2. 2

   Leave the source tile on CSV File — it is selected already.

   Google and Outlook are the other two tiles; see Import from Google or Outlook.

3. 3

   Under "Download the CSV template", click Download Template.

   Saves contacts-import-template.csv. Keep the header row exactly as it comes — matching it is what lets the wizard skip the mapping step entirely.

4. 4

   Fill in your contacts, then drag the file onto Drag & drop CSV file — or click the box to browse.

   CSV only, up to 5 MB, and a maximum of 10,000 contacts per import.

5. 5

   Nothing to click here: the file parses and the wizard moves on by itself.

   Straight to Import Options when every column auto-maps, otherwise to Map Columns.

6. 6

   Only if Map Columns appears: set each Your Column to the right Our Field, leave anything you do not want on Skip this column, then click Continue.

   First Name plus either Email or Phone are required, as is every starred custom field. Continue stays blocked until they are mapped.

7. 7

   On Import Options, choose one option under "When duplicate found (same email or phone):".

   The three choices are compared in the table below.

8. 8

   Add a tag under "Apply tags to all imported contacts:".

   Optional, and worth doing — tag by source and you can still find this batch in a month.

9. 9

   Click Import {N} Contacts — the button carries the row count, e.g. Import 1,250 Contacts.

10. 10

    Wait on Importing Contacts. This step cannot be cancelled or closed.

    It reads "Processing X of Y..." with a live estimate of the time left.

11. 11

    On Import Complete, check the created / updated / skipped / failed counts, then click View Contacts.

1. 1

   Click Import in the Contacts page header.

2. 2

   Click the Google or the Outlook tile.

3. 3

   Click Connect with Google (or Connect with Outlook) and finish the sign-in in the popup.

   The panel says what is read before you agree: only contact names, emails and phone numbers.

4. 4

   On Select Contacts, tick the people you want.

   Use Select all / Deselect all, or the "Search by name, email, phone..." box to narrow the list first. The heading tracks it: "Select contacts (X of Y selected)".

5. 5

   Click Continue.

6. 6

   On Import Options, pick your duplicate handling and any tags — the same choices as a CSV import.

7. 7

   Click Import {N} Contacts, wait for Importing Contacts, then click View Contacts.

1. 1

   Click Custom Fields in the Contacts page header to open the Manage Custom Fields drawer.

2. 2

   Click Add Field.

   If the name you type matches a field you deleted before, an amber notice tells you that creating it will restore that field along with the values already saved on your contacts.

3. 3

   Name the field, pick its type, and save it.

4. 4

   Drag the rows to reorder them.

   The order here is the order the fields appear on the contact form and card.

5. 5

   To remove one, use its delete action and confirm Delete Field.

   The dialog names the field and its key. The field leaves contact forms and cards, but values already saved on contacts stay stored.

6. 6

   To bring one back, scroll to Deleted fields at the bottom of the drawer and click Restore.

   It returns to the bottom of the active list with its saved values intact — unless another active field has since taken its display name, which the server refuses with a message.

1. 1

   Open the tag-filter dropdown above the contact list and click Manage Tags.

2. 2

   Give the tag a Tag Name and a Color, then save it.

   The drawer previews the tag as you type, so you can see it the way it will look on a contact card.

3. 3

   To tag people in bulk, switch the list to Table view, tick the rows you want, and use Add Tag in the toolbar that appears.

   Selection only exists in Table view — Grid, Kanban and the mobile card list have no checkboxes, so every bulk action is desktop-table-only.

4. 4

   Use Remove Tag in the same toolbar to take one off the selected contacts.

5. 5

   To use a tag as a filter, pick it in the tag-filter dropdown; the list narrows immediately.

1. 1

   Open the pipeline selector above the contact list and choose Manage Pipelines.

2. 2

   Create the pipeline, then add its stages in the order a contact actually moves through them.

3. 3

   Close the drawer and pick your new pipeline in the selector.

4. 4

   Switch the view switcher from Table to Kanban.

   The switcher sits above the list and toggles Table / Grid / Kanban.

5. 5

   Drag a contact card between stage columns to move them.

6. 6

   To move several at once, switch back to Table, tick the rows, and use the Add to Pipeline modal from the toolbar — pick the Pipeline and Stage, then Add to {Pipeline}.

1. 1

   Open a contact from the list, then click Manage Consents in Quick Actions.

2. 2

   Find the cell you want in the matrix — rows SMS / Email / Voice, columns Informational / Marketing — and click it.

   An uncaptured cell prompts "Click to capture with evidence". A cell reading Blocked is locked by a jurisdiction rule and cannot be clicked; it shows the jurisdiction and rule id instead.

3. 3

   In the Record consent drawer, pick an Evidence type.

   Uploaded document, Audio recording, Verbal with witness, Written note, or API reference. The fields below change with your choice — an upload box, a recording URL and context, a witness name and statement, a note, or an external URL and reference id.

4. 4

   Paste the exact wording the contact was shown into Disclosure shown to contact.

   The exact text matters more than a summary of it — this is the field an auditor reads.

5. 5

   Choose a Consent level — Express opt-in or Written express opt-in.

   Written express opt-in only becomes selectable when the evidence type is Uploaded document.

6. 6

   Click Record consent.

   A server rejection — missing evidence, for instance — comes back as a toast and nothing is recorded.

7. 7

   Check the Audit trail card underneath.

   Every attempt lands there: granted, revoked, blocked or rejected, with timestamp, actor, IP and the evidence.

1. 1

   Click Intake Form in the Contacts page header.

2. 2

   In the editor, choose which contact fields appear and which custom fields to include.

   Ask for the least you need. Every extra field costs you completions.

3. 3

   Set the branding so the page looks like you, not like a generic form.

4. 4

   Turn on the consent options you actually want — SMS, email and voice, each split into informational and marketing.

   The public page groups these into two cards, Service Notifications and Marketing Messages, so the contact chooses each deliberately.

5. 5

   Save, then share the form as a link or a QR code.

6. 6

   To send it to contacts you already have, use Send intake link on a contact consent screen, or tick rows in Table view and click Send Intake Form.

   The bulk dialog previews the outcome before you commit — "18 of 20 will be sent", plus the reason for each skip.

1. 1

   Switch the contact list to Table view.

   Selection exists only here — Grid, Kanban and the mobile card list have no checkboxes.

2. 2

   Filter the list to the set you want FIRST, then tick rows.

   Changing any filter clears the selection.

3. 3

   Tick rows, or use the header checkbox to take the current page of 20.

   When the whole page is checked and more contacts match, a banner offers "Select all {N} contacts matching this filter" — capped at 500, the same ceiling the bulk endpoints enforce.

4. 4

   Pick an action from the bulk bar: Send Message, Send Document, Send Intake Form, Add Tag, Remove Tag, Update Consent, Export or Delete.

5. 5

   For an imported list, reach for Send Intake Form.

   It is the practical way to collect real marketing consent from people whose consent you only assumed.

6. 6

   For Export, check the scope the dialog opened on before confirming.

   It picks the narrowest available — your selection, then your filter, then everything — so it never silently widens.

1. 1

   Click Add Contact in the Contacts page header.

   On mobile the same modal opens from the floating add button instead.

2. 2

   Fill in Identity — First Name, and at least one of Phone or Email.

   First Name is the only starred field, but the line "Add at least one — phone or email." under the row turns red if you leave both blank.

3. 3

   Add Tags while you are here.

   Tagging on the way in is the difference between finding this contact by source later and not.

4. 4

   Fill in Address — Street Address, Country, State, City, ZIP Code.

   Country and State are not cosmetic: they decide which consent rules apply to this contact.

5. 5

   Fill in any custom fields your account defines.

6. 6

   Read the Consent section, but do not expect to set anything in it.

   When adding a contact it is a read-only jurisdiction preview of what will be auto-granted on save.

7. 7

   Click Add Contact to save, or Cancel to leave.

   If your plan is already at its contact limit, the button is blocked before the form even opens.

1. 1

   Type into the box marked Search contacts... above the list.

   For a single person whose name you already know, the top-bar search — "Search contacts, documents, forms..." — is faster than filtering the list at all.

2. 2

   Narrow further with the tag-filter dropdown.

   It lists your tags, with a Manage Tags link at the bottom.

3. 3

   Narrow further again with the pipeline selector next to it — the same selector that drives the Kanban view.

4. 4

   All three combine. Whatever is left on screen is the "filtered contacts" scope.

   That scope is what Export and the bulk actions operate on, so getting it right here is the whole job.

5. 5

   Only now tick the rows you want.

   Do this last. Changing any filter clears the selection.

1. 1

   Find the view switcher above the contact list — it toggles Table / Grid / Kanban.

2. 2

   Click Table for the full list with checkboxes.

   The only view with row selection, and therefore the only view where bulk actions exist.

3. 3

   Click Grid for contact cards — good for browsing, not for working.

4. 4

   Click Kanban for the pipeline board, then pick a pipeline in the selector and drag cards between stages.

5. 5

   In Table view, use the header checkbox to select the current page of 20 rows.

   When the whole page is checked and more contacts match your filter, a banner offers "Select all {N} contacts matching this filter", capped at 500 — the same ceiling the bulk endpoints enforce.

1. 1

   Open the contact, then click Edit Contact.

   It is a button on the contact page and an item in the Contact actions menu (the vertical-dots button, top right).

2. 2

   Change what you need across Identity, Address and your custom fields.

   The modal is the one you added the contact with, now described as "Update the contact information below."

3. 3

   Click Save Changes.

   Or Cancel to drop the edits — but see the next step, because Cancel does not undo everything.

4. 4

   To change consent while you are here, click a cell in the Consent matrix.

   In edit mode this section is the live 3x2 matrix, not the preview you saw when adding. It opens the same evidence drawer as the full consent screen.

5. 5

   Be aware that a consent write from this modal applies immediately.

   It does not wait for Save Changes, and Cancel does not undo it. The Full history link jumps to the consent screen.

1. 1

   Switch the contact list to Kanban in the view switcher.

2. 2

   Choose the pipeline you want in the pipeline selector.

3. 3

   Drag the contact card from one stage column to another.

   The contact page shows the same thing as a Pipeline Progress section.

4. 4

   To put contacts into a pipeline in the first place, switch to Table, tick the rows, and open the Add to Pipeline modal from the bulk toolbar.

   Pick a Pipeline and a Stage, then click Add to {Pipeline}.

1. 1

   Decide the outcome before the import, not after: the Import Options step is where duplicates are settled.

   By the time a duplicate exists, your only tool is a re-import.

2. 2

   Pick Skip duplicate rows to leave existing contacts exactly as they are. This is the default.

3. 3

   Pick Update existing contacts when the CSV is more current than the app — the matching contact is updated from the file.

4. 4

   Pick Create duplicates anyway only if you mean it.

   It really does create a second record, including for rows repeated inside the same file.

5. 5

   To consolidate two records that already exist, re-import the good data with Update existing contacts, then delete the record you no longer want.

   There is no merge action in the contact list.

1. 1

   Export first if there is any chance you will need the data.

   There is no undo and no bin. This is the only safety net that exists.

2. 2

   Open the contact, then open the Contact actions menu — the vertical-dots button, top right.

3. 3

   Choose Delete Contact and confirm.

   The dialog asks "Are you sure you want to delete {name}? This action cannot be undone."

4. 4

   To delete several at once, switch to Table view, tick the rows, and click Delete in the bulk-action toolbar.

   Capped at 500 contacts per go, like every bulk action.

1. 1

   Narrow the list first if you want a subset — search, tag filter, pipeline selector, or ticked rows.

   The dialog offers scopes based on what is live when you open it, so set this up before clicking Export.

2. 2

   Click Export in the Contacts page header.

   The same dialog opens from Export in the bulk-action toolbar.

3. 3

   Pick a scope. The dialog has already chosen the narrowest one available.

   Your selection first, then your active filter, then everything — so an export never silently widens back out.

4. 4

   If you deliberately want everything, pick All contacts (N).

   A note appears telling you it ignores your active filter or selection. That note is the point.

5. 5

   Click Export {N} Contacts.

   The CSV downloads straight away — name and contact information, company and address, tags, consent status, and a column per custom field.

1. 1

   Open the contact and read the Consent preferences card for the quick answer.

   It is the compact view of the same matrix.

2. 2

   Click Manage Consents for the full screen — matrix, audit trail and intake-link sender.

   The header there carries a Jurisdiction · {code} badge: the rules actually being applied to this contact.

3. 3

   Read the grid: rows are the channels SMS, Email and Voice; columns are the purposes Informational and Marketing.

   Six cells, and a send is judged against exactly one of them.

4. 4

   Read the badge in the cell you care about — see the table below for what each one means.

   A captured cell also shows its capture date, source and rule id underneath.

5. 5

   Scroll to the Audit trail card for the history behind the badge.

   Every attempt, with an "{N} entries" badge: timestamp, channel and purpose, an outcome of Granted / Revoked / Blocked / Rejected / Sent, the capture path, the rule id, the actor and IP, and a preview of the evidence. A contact with no history reads "No capture attempts recorded yet."

1. 1

   Open the contact and click Manage Consents.

2. 2

   Click the cell you need to switch off — the channel and purpose the person asked you to stop.

3. 3

   Use the revoke side of the drawer.

4. 4

   Give a reason. It is required.

   A revoke with no reason is rejected, exactly as a grant with no evidence is.

5. 5

   Confirm. The change takes effect immediately.

   It is written to the audit trail as Revoked, with your name, the time and the reason.

1. 1

   Switch the contact list to Table view and tick two or more rows.

   The bulk-action toolbar only appears here.

2. 2

   Click Update Consent — the dialog is titled "Update consent for {N} contacts".

3. 3

   Pick an Action — Grant consent or Revoke consent.

4. 4

   Pick one or more Channels — SMS, Email, Voice.

5. 5

   Pick one or more Purposes — Informational, Marketing.

   Channels and purposes are applied as a cross-product, so two channels and two purposes is four cells per contact.

6. 6

   For a grant, add evidence — Written note, Verbal with witness or API reference, plus an optional disclosure. For a revoke, give a reason.

   There is no file upload here on purpose; see the note below.

7. 7

   Confirm, then read the summary.

   It reports how many of the selected contacts were processed, with the granted / revoked / blocked cell counts. Each contact still gets its own audit entry.

One contact

1. 1

   For one contact: open them, click Manage Consents, then Send intake link at the top right.

2. 2

   In the "Send intake form link" dialog, choose Email or SMS.

   The channel you have no address for is disabled. If both are, the button itself is disabled with a tooltip explaining why.

3. 3

   Check the destination under Delivering to, then click Send link.

   The send is logged in the audit trail as a Sent entry.

A whole list

1. 1

   Switch to Table view and tick the rows you want.

2. 2

   Click Send Intake Form in the bulk toolbar — between *Send Document* and *Add Tag*.

3. 3

   Choose Send via — Auto, Email or SMS.

   Auto uses email where the contact has one and SMS otherwise.

4. 4

   Read the preflight before you commit.

   It is computed from the rows already on screen, so it costs nothing: "18 of 20 will be sent", plus "2 will be skipped — no email address on file".

5. 5

   Confirm and watch it stream — "Sending 12/20...".

   The results panel replaces the form with sent / skipped / failed tiles and a Not sent list grouped by reason. It does not auto-close, because the skips are the part worth reading.

1. 1

   Open the contact and find the Consent preferences card.

   A channel mid double opt-in shows a blue banner: "Awaiting {SMS|email} confirmation from contact".

2. 2

   Click Resend beside that banner.

   It cancels the outstanding confirmation and issues a fresh one, which expires 72 hours later.

3. 3

   Check the cell afterwards. It reads Pending, not Granted.

   Until the contact clicks the link the channel is not opted in, and nothing may be sent on it.

1. 1

   Open the contact and scroll to the Consent preferences card.

2. 2

   Click Log PDF at the bottom of the card, next to Manage.

   It builds the PDF in your browser and downloads it straight away — there is no job to wait for.

3. 3

   Hand the file over as it is.

   It is written for someone outside the company: plain-English labels rather than internal keywords, a Permitted Message Types section, a per-channel marketing column, the consent level, the opt-in and opt-out history, and any signatures on record. IP addresses appear only for actions the contact took themselves.

1. 1

   Click Custom Fields in the Contacts page header.

2. 2

   Scroll to the Deleted fields section at the bottom of the drawer.

3. 3

   Click Restore on the row you want back.

   The field returns to the end of the active list and its saved values reappear on every contact card.

4. 4

   If the restore fails, read the message: another active field has taken the deleted one's display name.

   Rename or remove the newer field, then restore again.

1. 1

   Open Messages under the Templates section of the sidebar.

   The heading reads "Messages" and the subtitle spells out why all three channels share one page: "All your SMS, Email, and Voice templates in one place."

2. 2

   Narrow the library with the channel pills — All, SMS, Email, Voice.

   SMS is tinted violet, Email blue and Voice amber, so you can pick a channel out of the grid at a glance.

3. 3

   Narrow further with the status filter (All / Active / Archived), the Category filter, or the "Search templates..." box.

4. 4

   Switch between the grid and list toggle — your choice is remembered for next time.

5. 5

   Use the actions on any card: Send, Edit, Archive (or Restore), Duplicate and Delete.

   Send is offered on active templates only, which is what makes archiving a way to retire a template without deleting it.

1. 1

   Click Create Template on the Messages page.

2. 2

   Describe the message in the prompt box.

   Say what the message must achieve and what it must contain, not how to word it. "Confirm the appointment was booked and include the date and a calendar link" beats "write a nice confirmation".

3. 3

   Pick a Tone — Professional, Friendly, Casual or Urgent.

4. 4

   Click Generate All Templates.

   The button reads "Generating..." while it works, and lands you on Step 2.

5. 5

   On Review your templates, use the channel toggle pills to keep only the drafts you want.

   Turning a channel off hides its card and drops it from the save count.

6. 6

   Give each remaining draft a Template name, an optional Description and a Category, and edit the content inline.

7. 7

   Click Save {N} Template(s).

   Nothing is stored until you do — see "Save templates from the review step" for what a refresh costs you here.

1. 1

   Use the variable picker or the Insert Variable chips. Do not type a tag by hand.

   The picker is fed by the same catalogue the delivery worker resolves at send time, so nothing you pick from it can send blank. Typing is where blanks come from.

2. 2

   Match the syntax to the channel: {{first_name}} for SMS and email, {first_name} for voice scripts.

   Double braces on two channels, single on the third. This is the single most common merge mistake.

3. 3

   Check the Variables in this template panel before you save.

   A tag pointing at a deleted custom field, or simply mistyped, shows there as a red chip with the reason — "this custom field was deleted" or "isn't a recognized merge tag" — plus "It will send as blank text".

4. 4

   Look at the preview. A broken tag renders blank there.

   That blank is exactly what the recipient would see.

5. 5

   If Unresolved merge tags appears on save, click Go back and fix — not Save anyway.

   A broken merge tag sends as blank text, which is worse than not sending at all.

1. 1

   Open Create SMS Template — from the quick-create SMS Template button, or by clicking Edit on an existing SMS card.

2. 2

   In the Template Details card, fill in Template Name and pick a Category; add a Description if it needs one.

3. 3

   Write the Message.

   The placeholder tells you the syntax: "Type your message here... Use {{variable}} to add personalization."

4. 4

   Insert any personalisation from the variable picker rather than typing it.

   It lists the system tags plus your own Contact Custom Fields and Organization fields.

5. 5

   Watch the live segment and character counter as you type, and check the Live Preview panel beside it.

   SMS is billed and read by the segment. Keep to one where you can.

6. 6

   Click Save Template.

   If a merge tag will not resolve, an "Unresolved merge tags" confirmation appears with Go back and fix and Save anyway. Go back and fix it.

1. 1

   Open Create Email Template — from the quick-create Email Template button, or Edit on an existing email card.

2. 2

   Fill in Template Details: Template Name, Category, and a Description if useful.

3. 3

   Write the Subject Line.

   It does most of the work. Merge tags are allowed here — the placeholder shows the shape: "e.g., Welcome to {{company}}, {{first_name}}!"

4. 4

   Write the Email Body in the rich-text editor.

   Bold, italic, H1, H2, bullet and numbered lists, links, undo and redo.

5. 5

   Open Advanced Options and set the Preview Text.

   This is the line the inbox shows after the subject. Leaving it empty wastes the second-best piece of real estate you have.

6. 6

   Check the Live Preview on both the Desktop and Mobile toggles.

7. 7

   Click Save Template.

   The subject is checked for broken merge tags separately from the body, and both are flagged in the same "Variables in this template" panel.

1. 1

   Open Create Voice Script — from the quick-create Voice Template button, or Edit on an existing voice card.

2. 2

   Enter a Script Name (up to 100 characters) and a Description (up to 500).

3. 3

   Pick a Call Type.

   Required before the script can be saved. The three options are outbound AI, inbound hotline and three-way merge.

4. 4

   Write the Script Content — between 50 and 5,000 characters.

   Voice uses SINGLE braces: {first_name}, not {{first_name}}. Pasting a body across from an SMS template will not substitute.

5. 5

   Open Call Settings (optional) if the defaults do not suit.

   Max Duration, Retry Attempts and Retry Interval — left alone they are 10 minutes, 2 retries and 24 hours.

6. 6

   Add Tags if you want the script findable by them.

7. 7

   Click Preview to hear it back with sample values and an estimated duration, then Save.

   A save-status indicator tracks it: Saving, Saved, Save failed, or Unsaved changes.

1. 1

   Open Messages — every template you have, all three channels, one list.

2. 2

   Click a channel pill: All, SMS, Email or Voice.

3. 3

   Set the status filter — All, Active or Archived.

4. 4

   Set the Category filter to whatever you categorised the template as.

5. 5

   Type into "Search templates..." for anything the filters cannot express.

6. 6

   Toggle grid or list. The choice sticks between visits.

   The channel filter lives in the URL, so /templates?filter=sms is a link you can bookmark or share. Accepted values are sms, email, voice and all.

1. 1

   Click Create Template on the Messages page.

2. 2

   Ignore the prompt box. Scroll past it to the divider reading "Or skip the AI and create one".

   The AI route drafts all three channels at once, so using it for a single SMS means discarding two drafts you never asked for.

3. 3

   Click SMS Template, Email Template or Voice Template — each labelled "Start from blank".

   No AI request is made and no AI credits are consumed, so this route works even when your AI balance is exhausted.

4. 4

   You land straight on the review step with a single card and its editor already open.

   Fill in the name and the content, then save.

1. 1

   After Generate All Templates, you land on "Review your templates", badged Step 2 — Review & edit.

   Nothing has been saved yet. The drafts exist only in your browser.

2. 2

   Turn off the channel toggle pills for any draft you do not want to keep.

   Turning one off hides its card and drops it from the count on the save button.

3. 3

   Edit each remaining draft inline, and give it a Template name, an optional Description and a Category.

4. 4

   Click Save {N} Template(s) — the count tracks your toggles.

   Saved templates land in the library and are immediately selectable from a send.

1. 1

   Fill in Template name — what the template is for, in a few words.

   Required. AI-generated drafts arrive with a suggested name you can overwrite.

2. 2

   Add a Description (optional) saying when to use it.

   On generated drafts this is seeded from the start of your prompt.

3. 3

   Pick a Category.

   No category, Notification, Reminder, Confirmation, Marketing, Welcome, Follow-up, Receipt or Other. Optional, and never guessed for you — generated drafts always start with none.

4. 4

   To rename or recategorise later, open Edit from the template card in the library.

   The same three fields appear there as the Template Details card in the standalone SMS and Email editors.

1. 1

   In an inline editor — the template review step, or the Send wizard — use the Insert Variable chip row above the field.

   It opens with a few favourites for that channel, then every custom field your tenant has defined.

2. 2

   Click All variables in that row for the full categorised picker.

3. 3

   In the standalone SMS, Email and Voice editors, use the variable picker instead.

   It lists the system tags plus your own fields, grouped as Contact Custom Fields and Organization.

4. 4

   Let it insert the namespaced form — {{custom.<key>}}.

   Typing the bare {{<key>}} works just as well, but only if you spell it right, which is the whole argument for the picker.

5. 5

   In the email editor, insert into the Subject Line the same way.

   The subject takes variables and is checked separately from the body.

1. 1

   Open a voice script for editing, or start a new one.

2. 2

   Enter the Script Name — up to 100 characters, with a live counter.

3. 3

   Enter the Description — up to 500 characters.

4. 4

   Choose a Call Type: outbound AI, inbound hotline, or three-way merge.

   Required. The script cannot be saved without it.

5. 5

   Write the Script Content — between 50 and 5,000 characters, using single-brace variables.

   The placeholder says it: "Write your voice script here... Use {variable_name} to insert dynamic values."

6. 6

   Expand Call Settings (optional) to change Max Duration (minutes), Retry Attempts or Retry Interval (hours).

   Defaults are 10 minutes, 2 retries and 24 hours. Add Tags here too.

7. 7

   Click Preview to render the script with sample values and an estimated duration, then Save.

   The save-status indicator reads Saving, Saved, Save failed or Unsaved changes.

1. 1

   Find the template in the library and click Duplicate on its card.

2. 2

   The copy appears with " (Copy)" appended to the name.

   Voice scripts duplicate the same way, tags included.

3. 3

   Click Edit on the copy, rename it, and change the wording.

4. 4

   Leave the original alone.

   That is the point: anything already sending from it keeps the wording it had.

1. 1

   To retire a template, click Archive on its card.

   It drops out of the default view immediately.

2. 2

   To see archived templates again, switch the status filter from Active to Archived.

3. 3

   To bring one back, click Restore on the archived card.

4. 4

   Use Delete only when you genuinely want the record gone.

   Archiving already stops a template being used — Send is offered on active templates only.

1. 1

   Find the template in the library and click Send on its card.

   Offered on active templates only.

2. 2

   The send flow opens with that template already chosen.

   You go straight to recipients and review rather than starting from the Send screen and picking it again.

3. 3

   While editing an active SMS or Email template, use the Send Campaign button instead.

   Same shortcut, without leaving the editor.

4. 4

   From inside the Send wizard, reach the same templates per channel: set a channel card to Template mode and pick from the selector.

   Or @-mention the template in the prompt box before generating.

1. 1

   Open Forms & Documents in the sidebar and click Create New.

2. 2

   Tell the Smart Create wizard what you are making.

   An Information Form gathers responses, consent or registrations through a shared link or QR code. An Agreement is sent to named people for e-signature.

3. 3

   Say whether you have existing content to start from.

4. 4

   Describe what you need in a sentence.

   This is dramatically faster than dragging fields. "Registration for a Saturday class, name, phone, which session, and consent to text reminders" is enough.

5. 5

   Click Create with AI.

6. 6

   Edit the result like any other form — the wizard gives you a starting point, not a finished thing.

1. 1

   Drag field blocks from the palette: Text, Date, Time, Select, File Upload, Signature.

   These ask the respondent for something and store an answer.

2. 2

   Drag content blocks for everything that only explains: paragraph, heading, list, image, table, divider, section header, page break.

   They collect nothing, and a section header plus a page break turns one intimidating page into three short ones.

3. 3

   Click a field to open its properties, and set the label, whether it is required, validation and help text.

4. 4

   Set the Width — full, half or third.

   Half and third-width fields sit side by side and stack back to full width on a phone, so First name and Last name take one line instead of two.

5. 5

   Open form settings and turn on consent capture for email, SMS, or both.

   Turn on only the channels this form is genuinely asking about.

6. 6

   Write the consent text your contacts will read.

   It is snapshotted with every submission as evidence, so it needs to say what you are actually asking for.

1. 1

   Click Publish.

   A form that is not published is invisible — the public address serves nothing.

2. 2

   Click Share Form.

3. 3

   For print, download the QR code as PNG or SVG.

   This is the one people underuse. On a counter, a leaflet or a van door it collects contacts and consent with no work from you at all.

4. 4

   For anywhere online, copy the public URL and paste it.

5. 5

   To send it to specific contacts, click Open Send Wizard and distribute by email or SMS.

1. 1

   For the data: click View Submissions on the form card.

   A searchable table with a date filter and CSV export.

2. 2

   For the pattern: open the form from the Inbox instead.

   The richer dashboard lives there — submission trends, per-field completion rates and answer distributions.

3. 3

   Read the completion rates before you read the answers.

   They tell you where people gave up, which is the thing you can actually fix.

1. 1

   Decide first whether the block should collect an answer.

   Field blocks ask the respondent for something and store an answer. Content blocks — paragraph, heading, list, image, table, divider, spacer, section header, page break — only explain, and collect nothing.

2. 2

   For anything free-form, drag a Text Field, then set its input type.

   text, textarea, email, phone or number — so the answer is checked the way you would expect.

3. 3

   For a calendar date, use a Date Field, never a text field.

   A typed date arrives in a dozen formats and none of them sort.

4. 4

   For a choice, use a Select Field and pick dropdown, radio or checkbox, then edit the options.

5. 5

   For a document or photo, use File Upload.

   The submission stores a link to the uploaded file, not the file itself.

6. 6

   For an acknowledgement, use Signature.

   Fine as an acknowledgement. For a legally binding signature, send an agreement instead.

1. 1

   Click any field to open the Field Properties panel.

   On the right on desktop, a bottom sheet on mobile. Everything about that one field is set here, including deleting it.

2. 2

   Write the Label — the question as the respondent reads it.

   It also becomes the column heading in the CSV export, so write it for both audiences.

3. 3

   Set Required if the form should not submit without it.

4. 4

   Set the Input type (text fields) or the Options and their display style (select fields).

5. 5

   Add a Placeholder and Help text where the label alone is not enough.

6. 6

   Set Validation — minimum and maximum length, a pattern, and the message shown when it fails.

   The failure message is the one the respondent reads, so make it say what to do.

7. 7

   Set the Width — Full, Half or Third.

   The quickest win in the panel. Half and third-width fields sit side by side and stack back to full width on a phone, so First name and Last name take one line instead of two and the form looks half as long.

1. 1

   Open Form Behavior in the editor.

2. 2

   Turn on Capture email consent, Capture SMS consent, or both.

   Turn on only the channels this form is genuinely asking about — a channel you do not show can never be affected by a submission.

3. 3

   Write the consent text the respondent will read.

   It is snapshotted with every submission as the evidence, so it has to say what you are actually asking for.

4. 4

   Check the public form. The boxes appear in a Communication Preferences section above the submit button.

   Under your consent text: "I agree to receive email communications" and "I agree to receive SMS messages".

1. 1

   Open the Branding section in the form editor.

   The logo starts as the one on your profile, so most accounts need to change very little here.

2. 2

   Set the logo and where it sits.

3. 3

   Set the primary colour — it drives the accents and the submit button.

4. 4

   Set the input styling: border radius, border colour, background colour and text colour.

   Leave these alone unless you have a house style to match. The defaults are fine.

5. 5

   Check your profile has a logo and a company name.

   The hosted form carries a banner strip above the page with both. With neither set it falls back to the Respectly wordmark, which is not the name you want on your own form.

1. 1

   Open Form Behavior in the editor.

2. 2

   Set the Submit button text.

   Defaults to "Submit". "Book my place" converts better than "Submit" does.

3. 3

   Write the Success message.

   Defaults to "Thank you for your submission!". This is the last thing a respondent reads — say what happens next.

4. 4

   Set a Redirect URL if they should go somewhere afterwards.

   It is shown as a continue button on the success screen, not an automatic jump.

5. 5

   Set the consent toggles — Capture email consent and Capture SMS consent.

   These two genuinely work; see "Capture email and SMS consent on a form".

6. 6

   Ignore Notify on submission, Allow multiple submissions and Require auth for now.

   They are stored but not yet acted on. Watch the form dashboard or the Inbox instead of waiting for an email.

1. 1

   Publish the form. The editor's top-right button then reads Share.

   Both the link and the QR code are generated the moment you publish.

2. 2

   Click Share to open the Share Form modal.

3. 3

   Under QR Code, download it as PNG or SVG for print.

   SVG for anything that will be scaled — a poster, a van door, a menu.

4. 4

   Under Public URL, use Copy, or Open form in new tab to check it.

5. 5

   Under Send to Contacts, click Open Send Wizard to hand the form to the Send flow.

6. 6

   For the short version, use the standalone QR Code modal from the form card.

   Just "Download QR Code" and "Copy shareable link".

1. 1

   Publish the form first.

   An embedded snippet pointing at an unpublished form shows your visitors nothing.

2. 2

   Open the form from the Inbox to reach its dashboard.

3. 3

   Find the Public Access panel.

4. 4

   Under EMBED ON WEBSITE, click Copy HTML.

5. 5

   Paste the snippet into your own page wherever the form should appear.

   It loads the same hosted form as the public link, so branding, consent capture and submissions all behave identically.

1. 1

   To stop new submissions, unpublish it. There are three switches for the same thing.

   "Unpublish form" at the bottom of the Share Form modal, Unpublish in the editor's top-right menu, or the toggle in the Public Access panel on the form dashboard.

2. 2

   Check what happens: the public address stops serving the form.

   Everything already collected stays exactly where it was.

3. 3

   To bring it back, republish. The same address returns.

   Which is why a printed QR code survives an unpublish.

4. 4

   To remove it from the list entirely, use Delete in the card's More menu.

   It stops the public address working. It is not a hard erase — the record and its submissions are retained — but the form is gone from your list.

1. 1

   Open the form card's More menu and click View Submissions.

2. 2

   Narrow the table if you want to check something first — search box, date-range filter, pagination.

   Set the range the right way round: backwards gives you "Start date must be on or before the end date."

3. 3

   Click export.

   It covers every submission, not just the page in front of you — the filter narrows the view, not the file.

4. 4

   Open the CSV.

   Columns are the submission ID, the linked contact's name, email and phone, one column per field using your field labels, the IP address and the submitted time. A field allowing several answers is joined into one cell with commas.

1. 1

   Open the form from the Inbox — this is the dashboard, not the submissions table.

2. 2

   Read the four tiles: Submissions, Today, Response Rate, Linked Contacts.

3. 3

   Read Submission Trends over 7, 30 or 90 days.

   It names the peak day and a daily average.

4. 4

   Read Field Insights — a completion percentage and answer distribution for every field.

   This is the one to act on. A field with a much lower completion percentage than the ones around it is where people are abandoning the form, usually because it is required and it should not be.

5. 5

   For an individual answer, click View on a row in the submissions table.

   A side panel opens with the full responses, the device and IP, the consent given and a View Contact link.

6. 6

   Use the actions menu for Duplicate Form or Delete Form.

1. 1

   Open Forms & Documents and click Create New.

2. 2

   Choose Agreement — the thing you send to named people for e-signature.

3. 3

   Choose your starting point: No, start from scratch to describe what you need, or Yes, I have an existing document to upload a PDF.

4. 4

   If you described it, read the draft that comes back and accept it with Use This Document.

   It arrives with its signature and date fields already placed, which is most of the work.

5. 5

   If you uploaded, answer the one question that is hard to change later: Keep as PDF and add fields, or Make it editable.

   Keep it as a PDF when the wording belongs to someone else. Make it editable when the wording is yours.

1. 1

   Open the agreement in the editor and type the prose directly.

2. 2

   Type / to open the slash menu wherever a field belongs.

   It inserts signing fields — Signature, Text, Date, Time, Select, File Upload — and merge tokens: Date Signed, recipient tokens, your organisation tokens and your custom fields.

3. 3

   Add each party in the signers panel.

4. 4

   Click a field to open Field Properties and set its assigned signer.

   This is the step that makes multi-party signing work in the right order. Do it for every field.

5. 5

   Set the label, whether it is required, validation and width while you are in there.

6. 6

   Walk the document once before sending and check every field has an owner.

   A field left unassigned is a field nobody is asked to complete.

1. 1

   Open a PDF-backed agreement. The editor shows the pages with a signers panel.

   Use this route when the wording is fixed — a carrier form, a regulator's form — and you overlay rather than rebuild.

2. 2

   Drag signature and text fields onto each page where they belong.

3. 3

   Check placement with Preview, which opens the document read-only.

   An Edit button switches back. It is the safe way to check placement without nudging a field out of position.

4. 4

   Note how this editor saves: about every 30 seconds, automatically.

   The newer full-screen editor does NOT — it saves only when you press Save. Do not assume one behaves like the other.

1. 1

   Click the Send icon on the document card, or use Request a Signature on the Send screen.

   Both land in the same wizard, running the same consent checks as everything else.

2. 2

   Pick the document.

3. 3

   Set the delivery channels the invitation goes out on.

4. 4

   On the recipients step, pick your contacts — or, for a multi-signer agreement, assign one contact per role.

   The step changes to Assign signers on its own when the document has more than one signer.

5. 5

   Continue to review, then send or schedule.

1. 1

   Your signer opens the link. There is no login.

   You will be asked about this. Being able to answer without guessing saves a support call every time.

2. 2

   They confirm their identity and agree to the terms.

3. 3

   The document renders with clickable fields, a required-field count and a Sign next field button.

   They cannot miss a required field — the count tracks it.

4. 4

   They provide a signature: drawn, typed in one of four fonts, or uploaded as an image.

5. 5

   They click Complete Signing — or Decline to Sign, which asks for a reason.

6. 6

   They see a confirmation and get an email with the signed document attached.

1. 1

   Open Settings, then Verify PDF Signature.

2. 2

   Drop the signed PDF in.

3. 3

   Read the result: the signer details, the certificate information and an integrity result.

   This is what you produce when someone disputes a signature.

4. 4

   For the fuller picture, open the document campaign in the Inbox and click Download Audit Trail PDF.

   It is generated from the record rather than stored as a file, so it is current at the moment you download it.

1. 1

   Click Create New, choose Agreement, then Yes, I have an existing document.

2. 2

   Upload the file. PDF only, up to 50 MB.

   Anything else is rejected at this step.

3. 3

   Answer the question that follows — and answer it deliberately, because it is hard to change later.

   "Keep as PDF and add fields" or "Make it editable".

4. 4

   Choose Keep as PDF and add fields whenever the wording belongs to someone else.

   A carrier form, a regulator's form, a landlord's lease. The original pages stay untouched and signatures are stamped where you put them.

5. 5

   Choose Make it editable when the wording is yours and you expect to change it.

   You get the inline editor, and each signed copy is rendered fresh rather than stamped.

1. 1

   Click Create New, choose Agreement, then No, start from scratch.

2. 2

   Write your description in the "Tell us about it" box — between 10 and 2,000 characters.

   Name the parties and say what each one has to do. A description that reads like instructions to a junior colleague produces a far better draft than one that names a document type.

3. 3

   Or pick from the prompt library instead of writing your own.

   Example prompt chips sit beneath the box.

4. 4

   Click Create with AI and wait through "Building your content...".

5. 5

   Read the block-by-block preview that comes back.

   Regenerate it if it is wrong, rather than accepting and fixing by hand.

6. 6

   Click Use This Document to accept it.

   It becomes a normal agreement you can edit like any other.

7. 7

   To rebuild an existing file instead, use the wizard's Import Document mode.

   Drop in a PDF, Word or Excel file or an image up to 20 MB and it is read and rebuilt as an editable agreement rather than left as a flat page.

1. 1

   Open the PDF-backed agreement in the editor.

   You get the document pages, a name field, a signers panel starting with Signer 1, a preview toggle, and Save and Send actions.

2. 2

   Drag signature, initials, text, date and checkbox fields onto the page where each belongs.

   The spot you drop it on is exactly where the signature lands. Positions are recorded per page, so a field dropped on page three is stamped onto page three of the signed copy at that spot, whatever size screen the signer uses.

3. 3

   Click Preview to check placement read-only.

   An Edit button goes back. It is the safe way to check without nudging a field out of position.

4. 4

   Click Save.

   The full-screen editor saves only when you press Save, and returns you to Forms & Documents once it has.

1. 1

   Add each party in the signers panel.

2. 2

   Open each field and set its assigned signer in Field Properties.

   Once there is more than one signer the fields are colour-coded, so you can see at a glance who is being asked for what.

3. 3

   Walk the whole document and check every field has an owner.

   A field left unassigned is a field nobody is asked to complete.

4. 4

   At send time the recipients step becomes Assign signers — choose one contact per role.

   That happens whether you picked the agreement inside the wizard or opened it with the Send icon on its card.

1. 1

   Click Preview on the agreement.

   It opens the same full-screen editor Edit does, but read-only — so you can check the wording and the field placement without nudging anything by accident.

2. 2

   Read it as the recipient will.

   In the rich-text editor, preview fills your merge tokens with sample data, so you read the sentence rather than a row of placeholders.

3. 3

   Click Edit when you find something to fix.

   An editable agreement opens in the inline editor; a PDF-backed one opens in the PDF editor.

1. 1

   Open the agreement card's More menu and click Duplicate.

2. 2

   The copy is named "Copy of" plus the original name and starts as a draft.

   The content, the fields and the tags all come with it.

3. 3

   Rename it, change the clause that differs, and send.

4. 4

   Leave the original alone. That is the point.

   Duplicating keeps a proven agreement untouched while you make the version with the one clause that differs.

1. 1

   Click the Documents filter in the Inbox.

   This is the list of everything you have sent for signature.

2. 2

   Read each recipient's own status — see the table below.

   Which state a recipient is stuck in tells you what to do next.

3. 3

   Open the send itself for the campaign dashboard.

   The recipients table with each contact's consent and compliance, a compliance score, and Download Audit Trail PDF.

4. 4

   For anyone sitting on Pending or Viewed, send a reminder from the document panel.

   Most unsigned documents are forgotten rather than refused.

1. 1

   Check the Documents filter in the Inbox. Do not wait for an email.

   A decline does not reliably notify you, and it stops the agreement dead without chasing you about it.

2. 2

   Find the request recorded as declined and read the reason.

   The decline modal on the signing page will not close without one, so there is always a reason, a time and an IP address on the record.

3. 3

   On a multi-signer agreement, expect everything to have paused.

   Nobody further down the order is asked to sign — which is right. You do not want three parties signing something the first one rejected.

4. 4

   Fix whatever they objected to and send the agreement again.

   The declined link cannot be reused: once a request is signed, declined or expired it returns a completed page. Sending again gives them a fresh link.

1. 1

   Nothing happens while the signer is on the page — the signed copy is built after the last required signature arrives.

   An uploaded PDF has the signature images and answers stamped onto the original pages; an editable agreement is rendered fresh with them baked in.

2. 2

   Your original is untouched either way, and can be sent again.

   That is what makes an agreement a template rather than a one-shot.

3. 3

   The signer gets a confirmation email with a link to the signed document.

   Every owner on your account gets a "document signed" notification with a link back to it. On a multi-signer agreement those go out only once everybody has finished.

4. 4

   The finished document is sealed with a digital signature.

   On a multi-signer agreement the seal is applied to the final copy only — sealing an intermediate version and then adding another signature would break the seal it just applied.

5. 5

   Get the signed copy from the app rather than from the email if any time has passed.

   The download links in those emails are good for 24 hours.

1. 1

   Click Send in the sidebar.

   Every entry point in the app lands here — the floating button, the inbox, the dashboard, and the Send actions on a contact.

2. 2

   Describe the message in the prompt box.

3. 3

   Set the Tone dropdown beside it.

   Professional, Friendly or Casual, with Professional as the default.

4. 4

   Turn on the channel pills you want — SMS, Email, Voice.

   Email is on by default. Turn it off if you only want a text.

5. 5

   Or skip the prompt entirely with a shortcut: Request a Signature, Send a Form or Templates.

   Each opens a different branch of the wizard rather than drafting a message.

6. 6

   Use the + button to @-mention an existing template, document, form, tag or pipeline stage.

   What you mention decides the branch — see "Attach a template, form or document to the prompt".

7. 7

   Click Generate Draft.

   Arriving from Contacts with rows ticked carries them here as a "To:" chip, so recipients are already set.

1. 1

   Click Generate Draft. You land on "Customize your content", one card per enabled channel.

   Each channel gets its own card, so the SMS is not just a truncated email.

2. 2

   Set each card to Template, Compose or AI.

   Template loads a saved template into the card, Compose is hand-written, AI is the generated draft.

3. 3

   Click Edit on a card to open the inline editor beside its live preview.

4. 4

   Use the Insert Variable row rather than typing merge tags by hand.

5. 5

   Read the compliance strip under each card before moving on.

   It shows the message type — Marketing, Informational or Transactional — and whether the content passes. That classification is what decides who is eligible two steps later, so check it rather than skimming it.

6. 6

   Continue to Select Recipients once every card has content.

1. 1

   Pick your recipients — individually, or by the tag or pipeline stage you mentioned earlier.

2. 2

   Read the eligibility indicator on each row.

   It says "OK to send", or names the exact problem: "Missing phone for SMS & Voice", "No consent for SMS & Email".

3. 3

   Read the consent badges beside it for the detail behind that verdict.

   This screen tells you, per contact, exactly why someone will not receive the send.

4. 4

   Check the summary counts — selected, visible, hidden.

   A large hidden count usually means a filter is still applied from wherever you came in.

5. 5

   Continue to review.

   Review Campaign stays disabled until at least one selected contact can actually receive the send. An amber note under the list says why — nothing selected yet, or everyone selected is blocked.

1. 1

   Name the campaign.

   Leave it and one is generated for you from the form, document or template name plus the date.

2. 2

   Check the three summary rows — content, recipients and delivery.

3. 3

   Read DELIVERY ELIGIBILITY carefully. This is the number that matters.

   It breaks down per channel and purpose, and names each excluded contact and why.

4. 4

   Read WHEN TO SEND separately. These are sending groups, split by calling-hour rules.

   Each group is sent now, scheduled by you, or deferred automatically until its window opens. Expand a group to give it a specific time.

5. 5

   Click Send Now, or Schedule Campaign if you set a time.

   The button label tells you which one you are about to do. Both stay disabled, with a "Nothing to send yet." alert, if no selected recipient can receive the send.

1. 1

   On the Send screen, describe the message in the prompt box.

2. 2

   Turn on the SMS channel pill, and turn Email off if you only want a text.

   Email is on by default.

3. 3

   Click Generate Draft.

   With no channel selected the button stays disabled and an inline note reads "Select at least one delivery channel".

4. 4

   On "Customize your content", find the SMS card and click Edit to open the inline editor.

5. 5

   Watch the live character and segment counter as you write.

   Plain GSM-7 fits 160 characters in one segment, or 153 per part once it splits. One accented or emoji character switches the whole message to UCS-2, dropping those limits to 70 and 67. The progress bar shifts green to amber to red as you cross them.

6. 6

   Switch the card between Template, Compose and AI if the draft is not what you wanted.

   Template loads a saved SMS template into the card, Compose is hand-written, AI is the generated draft.

7. 7

   Continue to Select Recipients once the card has content.

1. 1

   Describe the message in the prompt box and click Generate Draft.

   Email is the default channel, so it is already on.

2. 2

   Click Edit on the Email card to open the inline editor beside the live preview.

3. 3

   Write the Subject. Merge tags are allowed.

   Required, and trimmed before saving.

4. 4

   Set the Preview text — the snippet an inbox shows after the subject.

   Optional, and the most-wasted line in email. Fill it in.

5. 5

   Write the Body using the toolbar: Bold, Italic, H1, H2, bullet and ordered lists, link, undo and redo.

   Required.

6. 6

   Continue to Select Recipients.

1. 1

   Turn on the Voice channel pill BEFORE clicking Generate Draft.

   Enabling it afterwards means generating again.

2. 2

   Click Generate Draft. A Voice Call card appears alongside any other channel you enabled.

3. 3

   Click Edit and write the script — between 50 and 5,000 characters.

   The editor shows a live word count and an estimated duration calculated at 150 words per minute, so you can hear roughly how long the call will run before you send it.

4. 4

   Use single-brace variables: {first_name}.

   Not the double braces SMS and email use.

5. 5

   Continue to Select Recipients.

1. 1

   Click the + button under the prompt box to open the resource picker.

2. 2

   Search it. It covers your documents, forms, message templates, contacts, tags and pipeline stages.

   What you choose drops into the prompt as an @-mention.

3. 3

   Mention a document to turn the send into a signature request, with that document already selected.

4. 4

   Mention a form to turn the send into a form send, with that form already selected.

5. 5

   Mention a message template to open the matching channel card in Template mode.

6. 6

   Mention nothing and the prompt is drafted by AI for the channels you picked.

   That is the default branch, not a fallback.

1. 1

   Set the Tone dropdown beside the channel pills BEFORE generating.

   Tone is applied at generation, not afterwards.

2. 2

   Choose Professional, Friendly or Casual. Professional is the default.

3. 3

   Click Generate Draft. The tone carries into the wizard with the prompt, the channels and any recipients.

4. 4

   To change tone afterwards, click Back to the entry screen — your prompt text is restored — pick the new tone, and click Generate Draft again.

   There is no re-tone button inside the wizard.

1. 1

   Click the Request a Signature shortcut below the prompt box.

   The wizard opens on "Set up your signature request" — a different branch, not a message with a file attached.

2. 2

   In the TEMPLATE section — "Choose the content to send for signature" — switch between Document Templates and Voice Consent Templates.

3. 3

   Pick the item to send.

4. 4

   Set the delivery channels the invitation goes out on.

5. 5

   Continue to recipients, then to review, and send or schedule as normal.

1. 1

   Click the Send a Form shortcut below the prompt box.

   The wizard opens on "Set up your form send".

2. 2

   In the FORM section — "Choose the form to send to recipients" — pick the form.

3. 3

   Set the delivery channels the invitation goes out on.

4. 4

   Continue to recipients, then review, then send or schedule.

5. 5

   Alternatively, @-mention a form in the prompt box.

   That reaches the same branch with the form already selected.

1. 1

   Look under each channel card preview, below the content, for the compliance strip.

2. 2

   Read the message type badge — Marketing, Informational or Transactional.

   This is what decides who is eligible to receive the send two steps later.

3. 3

   Read the second badge. TCPA Compliant means the content passes.

   When it fails it reads Compliance Issue, with the top risk named beneath it.

4. 4

   Check every active channel, not just the one you wrote.

   The most restrictive type across your active channels governs the whole send: one marketing channel puts the entire campaign under the marketing rules.

5. 5

   Act on a Compliance Issue before continuing — but note nothing forces you to.

   The panel is advisory. It never stops you moving on to Select Recipients; it only tells you what the eligibility numbers are about to look like.

1. 1

   Find the channel card showing Compliance Issue and read the risk named under it.

2. 2

   Click Regenerate & Fix on that card.

   Offered on AI-drafted cards only.

3. 3

   Wait. It re-runs the composer from your original prompt with the flagged risks appended.

   The result is re-checked automatically, so the badge updates on its own — there is nothing to click afterwards.

4. 4

   If the card is in Template or Compose mode, there is no button. Open the inline editor and fix the wording yourself.

   Or switch the card to AI and generate a fresh draft, which brings the button back.

1. 1

   Pick a document with more than one signer role. Step 2 changes on its own.

   Instead of "Who are you sending to?" it reads Assign signers — "Assign a contact to each signer role".

2. 2

   Pick the contact who fills each role.

3. 3

   Continue to review, then send or schedule.

1. 1

   Look for the amber warning banner on a channel card.

   It names the cause: "{{tag}} — this custom field was deleted. It will send as blank text." or "{{tag}} isn't a recognized merge tag. It will send as blank text."

2. 2

   Click Edit on the flagged card to open the inline editor.

3. 3

   Remove the tag, or replace it using the Insert Variable row.

   The row only offers tags that exist, which is the point of using it.

4. 4

   Save the card. The banner clears once no unresolvable tag remains.

   The preview stops rendering the tag as a blank red block at the same moment.

1. 1

   On the review step, find the WHEN TO SEND section.

   It groups your recipients into SENDING GROUPS by the calling-hour rules that apply where they are.

2. 2

   Read each group's disposition: sent now, scheduled by you, or deferred automatically until its window opens.

   A deferred group is not a problem — it is the product refusing to text someone at 3am.

3. 3

   Expand a group to schedule a specific time for it.

4. 4

   Then look UP at DELIVERY ELIGIBILITY for the number that actually matters.

   Sending groups say when; eligibility says who.

1. 1

   Work through the wizard to the review step, "Ready to send".

2. 2

   Give the campaign a name.

   Leave it and one is generated from the form, document or template name plus the date.

3. 3

   Choose to schedule rather than send immediately, and pick the date and time.

   It has to be in the future.

4. 4

   Check the timezone.

   It defaults to the one your browser reports, which is not always the one your recipients are in.

5. 5

   Click Schedule Campaign.

   The button reads Send Now when no schedule is set, so the label tells you which one you are about to do.

6. 6

   You land in the Inbox, where the campaign is listed with its scheduled status.

   Individual sending groups can still be given their own times in WHEN TO SEND.

1. 1

   Go to the Send entry screen. Not into the wizard — the entry screen.

   Resuming is offered here only. If you are already partway through a different send, click Back first.

2. 2

   Find the Draft Campaigns panel.

   Each row shows when it was saved — "Saved {time ago}".

3. 3

   Click Resume on the row you want.

   The whole wizard is restored, including the step you were on.

4. 4

   Use the delete action on a row to clear a draft you will not go back to.

1. 1

   Click Inbox in the sidebar.

   Campaigns, conversations, forms, documents and consent events all land in the same stream.

2. 2

   Click a filter pill to narrow it: All, Campaigns, Documents, Forms, SMS, Email, Voice, Website Chat, Opt-Out, Opt-In.

   Each carries a live count that respects your search and date filter.

3. 3

   Type into "Search messages..." to narrow further — every pill count re-tallies against it.

4. 4

   Tick rows to reveal the bulk bar: Archive, Read, Unread, Resend, Export, Delete.

5. 5

   Read the status badges on a row before opening it.

   Scheduled with a countdown means a campaign is held for calling hours and will send itself. A red Blocked badge means it will not. Needs Review means something else wants your attention.

1. 1

   Click the SMS or Email pill, then open a thread.

2. 2

   Read the thread. Messages are grouped by day, with delivery and read receipts.

   The contact panel on the right carries consent and assignment.

3. 3

   Check for an amber banner before you type.

   It appears when the contact has not opted in for that channel — the reply may be refused.

4. 4

   Type in the composer, or click Suggest reply to draft one from the thread.

   Text conversations show a live segment counter and quick replies; email conversations have an attachment button.

5. 5

   Send.

1. 1

   Click the Campaigns pill and open the campaign.

2. 2

   Read the headline numbers: Total Recipients, Sent, Delivered, Failed — plus Opened and Clicked for email.

   Sent is not delivered. The gap between the two is where the actual problem lives.

3. 3

   Walk the Delivery Funnel card, which ends on Delivery Rate and Failure Rate.

4. 4

   Read the Compliance Score card for how the send was judged, and Message Content for the message exactly as it went out.

5. 5

   Scroll to the Recipients table for the per-person view.

   Search, a status filter, and the consent position of every contact.

6. 6

   Use the Actions menu for Pause, Resume, Cancel, Duplicate or Resend to Failed.

   Only the actions that apply to the current status appear.

1. 1

   Click the Opt-Out pill.

   It lists every consent withdrawal with its source.

2. 2

   Read them. There is nothing to process — opt-outs are applied automatically.

   The reading is the job: a rising opt-out rate is the earliest signal that your sending is off, and it is legally material.

3. 3

   Check the Recent Opt-Outs widget on the dashboard for the same signal without leaving the overview.

4. 4

   When a source keeps recurring, go and change the sending behind it.

   Opt-outs cluster around one campaign, one list or one frequency far more often than they spread evenly.

1. 1

   Pick the pill that matches the KIND of thing you are looking for, not the channel it used.

   This is the distinction people get wrong: SMS and Email hold two-way conversations only. A text campaign is under Campaigns.

2. 2

   Read the count on the pill — it is exactly the number of rows that pill will show under your current search.

3. 3

   If a badge and a list disagree, reload rather than working from the number.

   One of them is stale.

4. 4

   Tick rows to reveal the bulk bar: Archive, Read, Unread, Resend, Export, Delete, with a "{N} selected" counter and Clear.

1. 1

   Click the All pill first if you are not sure what kind of item you are after.

   Search applies to whichever pill you are on, so starting narrow hides the answer.

2. 2

   Type into "Search messages..." at the top of the list.

3. 3

   Read the pill counts, not just the results.

   Every count re-tallies against your search, so the counts tell you which kind of item it was — the fastest way to find something you cannot place.

4. 4

   Click that pill to see just those rows.

1. 1

   Click the SMS or Email pill and open the conversation. It opens as a full page.

2. 2

   Read the thread — grouped by day, inbound on the left, outbound on the right with delivery and read receipts.

3. 3

   Check for the amber banner: "This contact has not opted in for {channel}".

   Your reply may be refused. Fix the consent on the contact rather than retrying the send.

4. 4

   Type in the composer and press Enter to send.

   Shift+Enter starts a new line.

5. 5

   Or click Suggest reply to draft an answer from the thread, then Use this reply — or Regenerate.

6. 6

   Watch the extras for your channel: a live character and segment count plus quick replies on text, an attachment button on email.

7. 7

   Click Back to Inbox to return to the list, or View Full Contact to open the contact record.

1. 1

   Open the conversation and click Resolve — the green button in the header.

   Once resolved the same button becomes Reopen.

2. 2

   To give it an owner, open the header menu (the vertical-dots button) and choose Assign to.

   Assigned is also editable in the contact panel on the right.

3. 3

   Use Change Priority in the same menu — Low, Normal, High or Urgent.

4. 4

   Use Archive Conversation at the bottom of that menu to take it out of the working list.

1. 1

   Click the Website Chat pill and open the conversation.

   The pill only appears if your account owns a widget.

2. 2

   Read the mode in the header: "The assistant is answering", "Waiting for a person", "You are in this chat", or "Ended".

   Below it: the widget name, the visitor email if they gave one, how many times they have been in touch, and the page they arrived on.

3. 3

   Look for the amber banner — it carries the handover note from the assistant when the visitor has asked for a person.

   That is the one you want to act on first.

4. 4

   Send a message. That is the takeover — there is no separate button.

   The strip says so: "The assistant is handling this. Sending a message takes it over." The composer placeholder changes from "Type to join this chat..." to "Reply to the visitor...".

5. 5

   Click End chat when you are done, which closes it for both sides.

1. 1

   Open the campaign from the Campaigns pill.

2. 2

   Read the six headline tiles — see the table below for what each one counts.

   The one to look at is the gap between Sent and Delivered.

3. 3

   Walk the Delivery Funnel card, which puts the same numbers in order.

   Processing Complete, Delivered, then Opened and Clicked for email, ending on Delivery Rate and Failure Rate.

4. 4

   Read Compliance Score for how the send was judged, and Message Content for the message exactly as it went out.

5. 5

   Scroll to the Recipients table and set the status filter.

   All Status, Pending, Sent, Delivered, Failed, Opened, Clicked, Bounced — plus "Search recipients..." and the consent position of every contact.

6. 6

   If the campaign is still running, leave it open.

   A LIVE pulse means it updates on its own — you do not need to reload to watch the numbers move.