Send to a Cluster
Build a cluster, pick a template, choose when it goes out, and queue it. Sends route through the backend to deliver automatically; merge tags resolve per recipient.
Track open rates
Instrumented for the Google & Outlook channels only — no other ISPs. A 1×1 pixel is embedded; for hand-sends, use “Copy tracked HTML” and paste into Gmail/Outlook.
Sends
Jobs queued to the backend for automatic delivery. Expand a job to see each recipient's send time, copy tracked content for a manual paste, or open a compose now.
Open Rates
Tracked across the Google & Outlook channels. Each contact's open history determines their personal best send hour, which “Best delivery time” uses to schedule them individually.
Triggers & Drips
Send automatically when a contact enters a Status, Stage, Touch step, or Segment — or when a CRM event fires (form submitted, stage action logged, tag applied, or deliverability event). Each trigger is a sequence of steps (template + delay) — a drip. For Status/Stage/Segment triggers, Activate enrolls every currently-matching contact now. For event triggers, enrollment happens automatically in production when the CRM event fires; suppression + freq cap are always honored at send time.
Deliverability & Testing
Pre-flight an email before it sends: a content spam-score, an SPF/DKIM/DMARC readiness check, and a subject-line A/B open-rate test. Scoring runs entirely here; live seed-inbox placement and DNS/blocklist lookups route to the backend via the API.
Contact Types
Rename any contact type inline. Add custom types at the top, and delete the ones you don't need.
Contacts
Each contact has one type and a learned best send hour. Reassign type inline.
| Name | Contact Type | Best hour | Status |
|---|
Suppression List
Unsubscribed addresses are a hard block — always excluded from every send, no override (CAN-SPAM). Add an address here, or toggle a contact on the Contacts tab.
| Contact | Reason | Added |
|---|
Email Preferences
Per-patient subscription preferences across categories. Transactional categories (appointments, billing, care) always send and are exempt from unsubscribe; marketing categories honor opt-outs and one-click List-Unsubscribe on every send. Edit a contact's preferences, or preview the patient-facing preference center.
Templates
Manage email and SMS templates, categories, signatures, footer, and unsubscribe settings.
Clicks & Funnel
Track link clicks across every tracked send. Drill into results by job, contact, or individual link. Use "Mark Clicked" on any recipient row in Scheduled to simulate a click.
Audit Log
Per-recipient record of every send queued, email opened, and link clicked. Filter by event type, job, or date range.