Getting Started

Explore the possibilities of Sailthru by Marigold.

Our Getting Started documentation and video learning are structured into easy-to-follow steps, guiding you through Sailthru's features and best practices, setting you up for success. Follow this curated on-demand learning path at your own pace.

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Role

User Level

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Step 1Set Up For Success

Learn the basics of the product, onboard your team, and start to work with templates and reusable content.

01 Beginner

Introduction to Sailthru

All Users

01 Beginner

An intro to Sailthru, a smart tool for personalizing messages, automating campaigns, and boosting engagement.

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02 Beginner

Tour the Sailthru User Interface

All Users

02 Beginner

Discover Sailthru’s potential with a quick tour of the user interface.

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03 Beginner

Internal User Accounts

Admins

03 Beginner

Learn how to create and manage internal users and the different types and permissions available.

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04 Beginner

Upload Customer Lists and Profiles

All Users

04 Beginner

Learn how to upload a new list of customers or profiles from an external source.

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05 Beginner

Efficient Email Creation

All Users

05 Beginner

Information on how to use the Visual Email Composer to easily design an email using a drag-and-drop interface.

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06 Beginner

Reusing Content Elements

All Users

06 Beginner

Learn how to design content use, then reuse that content in multiple Templates and Campaigns with Includes.

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07 Beginner

Customer Data and Segmentation

All Users

07 Beginner

Discover how User Profiles, Lists, and Audience Builder personalize, target, and optimize your marketing campaigns.

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08 Beginner

User Profile

All Users

08 Beginner

Get to know the data inside user profiles such as predictions, engagement and location information

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09 Beginner

Introduction to Lists

All Users

09 Beginner

Use Lists for precise segmentation, targeted messaging, and real-time tracking to drive effective campaigns.

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10 Beginner

Customizing Fonts

All Users

10 Beginner

Add your custom fonts to keep your visual templates on brand

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11 Beginner

The Power of Templates

All Users

11 Beginner

Discover how Templates bring together elements to create a visual display of your message that can be used across multiple Campaigns.

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Step 2Build Meaningful Connections

Grow your audience and build relationships with your customers

12 Beginner

Getting Messages Seen

All Users

12 Beginner

Resources to provide an understanding of deliverability as well as how to improve your chances of landing in the inbox.

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13 Beginner

Campaigns Overview

All Users

13 Beginner

Create campaigns with confidence. Sailthru’s intuitive interface makes it easy to master in no time.

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14 Beginner

Regular Campaigns

All Users

14 Beginner

Send one-time emails with confidence. Regular Campaigns are perfect for timely and impactful communication.

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15 Beginner

Recurring Campaigns

All Users

15 Beginner

Stay relevant with less effort. Recurring Campaigns automate sends, keeping the design while delivering fresh content.

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16 Beginner

Testing Your Campaigns

All Users

16 Beginner

An introduction to A/B testing which allows you to evaluate messages performance against each other to maximize Campaigns.

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Step 3Deepen Personalization

Build personal connections with customers and unify customer data

17 Beginner

Audience Builder

All Users

17 Beginner

Precisely target your audience with Audience Builder, creating dynamic Smart Lists that update in real time.

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Step 4Cultivate Loyalty

Identify and incentivize loyal customers, and design successful loyalty programs

18 Beginner

Automating Campaigns

All Users

18 Beginner

Create personalized experiences by defining and automating the best paths for interaction with your audience.

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19 Beginner

Use Predictive Journey Recipes

All Users

19 Beginner

Leverage AI modeling to build flows that predict and respond to user behavior

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