Guides

These guides help teams make an email operating decision they can check. Begin with the email audit template for a structured review of list health, consent, authentication, sending practice, automation and content. Every check states how to test it and what constitutes a pass, warning or failure. The pre-send checklist applies a smaller review to an individual campaign, while the domain-reputation guide orders the work when Gmail delivery has deteriorated. Static tables and ungated downloads keep the process usable outside the interactive tools.

For lifecycle teams, next best action connects an eligible profile with an appropriate action, including waiting. For agencies, qualification and cohort reporting turn that decision into an accountable client workflow. Healthcare guides add the marketing-definition, consent, vendor and measurement questions that a patient-engagement program must resolve. Read each guide with its dated sources and your own operating context. Record the baseline before making a change, preserve suppression history, and use explicit stop conditions to decide whether the next step is justified.

Start with the collection pillar.