Envoke

Zoltan Wagner

Marcus Warren

Marcel Ursprung

Subscriptions, contact lists and consent

Learn how to import contact lists to your account

Import contacts

How to use custom fields to personalize email content and collect data on forms

Custom fields

Create dynamic lists using custom criteria

Segments

Bulk edit contacts

How to delete contacts and what to consider before for deleting them

Deleting contacts

Configure columns to be displayed on the contact list page

Contact list column setup

Find contacts who meet certain segmentation criteria

How to view specific contact segments

How to identify contacts using internal and external contact IDs

Contact IDs

Export contacts

How to add new contacts and update existing contacts in your database

Add or update contacts

Active contacts

Learn how to import contacts from Mailchimp to your Envoke account.

Import contacts from Mailchimp to Envoke

Country codes

Manual list sync using a CSV file

Learn the difference between "Match All" (AND) and "Match Any" (OR) logic in the segment builder. Includes practical examples and a cheat sheet to help you combine rules without the…

Understanding "Match All" vs. "Match Any" in Segments

Contact list management

How to use tags, subscriptions and and other settings to maintain a well segmented contact list

Grouping your contact list (list segmentation)

Customize how contacts can manage their email preferences and profile

Email preferences page

Reason for unsubscribing feedback from contacts

Subscription and consent management overview

Subscription management

Sending mandatory content to your contacts

Sending mandatory emails

Ensure essential, required emails reach your contacts without affecting their optional subscriptions

Understanding Mandatory vs. Opt-in Communications

Mandatory content

Which consent system (CASL, GDPR, opt-out) applies to contacts?

Automated consent management for contacts in the European Union

GDPR compliance

CASL, GDPR and the opt-out system

Jon Maybury

Consent management overview

Overview of CASL consent management options

Review the various consent options that you can manage with Envoke

Available consent states

Automation and functionality to manage implied consent

Implied consent management

Expiry of consent

Tips to maximize the number of contacts where you have a valid consent for sending email.

How to prevent expiry of implied consent

Remind your contacts automatically before their consent is about to expire

Automated consent expiry reminders

What is the consent request banner and how to use it

Consent request banner

Learn about your options to change consent states for contacts

Updating consent statuses

Sending consent request emails

CASL

Envoke.com

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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