Configure Marketing email and templates
Understand outgoing email configuration, editable templates, test messages, and provider separation.
Guide collection
Marketing and CRM
Outcome-focused guidance for setting up, using, and troubleshooting this part of Sellxora.
Create and brand CRM invoices
Set up invoice branding once, choose a template, create invoices, and manage invoice status.
Create campaigns and automations
Build reviewed campaigns, define workflow triggers, test messages, and monitor execution.
Organize Marketing contacts with lists and tags
Create clean contact records, segment them with lists and tags, and protect consent and ownership.
Prepare Marketing contacts and outgoing email
Organize contacts with lists and tags, then verify the email setup required for campaigns and workflows.