Prepare Marketing contacts and outgoing email
Organize contacts with lists and tags, then verify the email setup required for campaigns and workflows.
Marketing workflows work best when contacts, lists, tags, and consent states are explicit. Outgoing email may require a configured SMTP path depending on the product and administrator settings. Never paste provider secrets into a contact note or support question.
Steps
- Create or import contacts using the supported import workflow.
- Create lists and tags that describe the intended audience.
- Review consent and unsubscribe behavior.
- Configure and test outgoing email before enabling an automation.
Was this guide helpful?
Ask for help