> For the complete documentation index, see [llms.txt](https://support.emarketeer.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.emarketeer.com/guides.md). # Guides - [Campaign guides](https://support.emarketeer.com/guides/guides.md): How-to guides for emails, forms, campaigns, and webpages in eMarketeer. - [Emails](https://support.emarketeer.com/guides/guides/email-content.md): Guides for building, personalizing, and troubleshooting email content in eMarketeer. - [How to send reminders](https://support.emarketeer.com/guides/guides/email-content/configuring-reminder-email.md): How to target contacts who did not open or respond to a previous send-out with a follow-up email. - [How to create a custom content block](https://support.emarketeer.com/guides/guides/email-content/create-custom-content-block.md): How to edit a content block's HTML and save it as a reusable custom block in the email editor. - [Creating clickable email address links and buttons](https://support.emarketeer.com/guides/guides/email-content/email-address-links.md): How to create clickable mailto links and buttons in an email component so recipients can start a reply with one click. - [New email templates — what you need to know](https://support.emarketeer.com/guides/guides/email-content/email-templates.md): An overview of eMarketeer's free, mobile-friendly email templates and what changed in the updated generation. - [Embed Video/Media](https://support.emarketeer.com/guides/guides/email-content/embed-videomedia.md): How to use the Video/Media block in the Page Builder to embed YouTube videos and other rich media into emails and webpages. - [Tutorial: How to use email preheaders](https://support.emarketeer.com/guides/guides/email-content/how-to-use-email-preheaders.md): How to add a preheader text to an email so recipients see a custom summary line next to the subject in the inbox. - [How to use the image editor in eMarketeer](https://support.emarketeer.com/guides/guides/email-content/how-to-use-the-image-editor-in-emarketeer.md): How to edit images and access the built-in stock library of over two million photos, fonts, and icons directly inside eMarketeer. - [Missing Image Block in Email Component](https://support.emarketeer.com/guides/guides/email-content/missing-image-block.md): How to find and remove hidden empty image blocks that cause broken-image boxes in Outlook (requires Developer permission). - [Personalize content](https://support.emarketeer.com/guides/guides/email-content/personalize-content.md): How to use contact field data to display personalized content for each individual recipient in emails, SMS, forms, and webpages. - [Identifying why an email was not received](https://support.emarketeer.com/guides/guides/email-content/identify-email-not-recieved.md): A troubleshooting guide covering the most common reasons a contact did not receive an email and what you can do in each case. - [Forms](https://support.emarketeer.com/guides/guides/forms.md): Forms in eMarketeer — build sign-up forms, event registrations, surveys, and more, as a campaign component that connects to your website and contact database. - [How to publish a form](https://support.emarketeer.com/guides/guides/forms/how-to-publish-a-form.md): How to publish a form in eMarketeer — share it as a hosted URL, embed it on your website, or link to it from an email. - [Embed forms on your website](https://support.emarketeer.com/guides/guides/forms/publish-a-form.md): How to embed an eMarketeer form on your website using the Form Base Script and configure its behavior after submission. - [The Form component](https://support.emarketeer.com/guides/guides/forms/the-form-component.md): An overview of the form component editor for creating, styling, and publishing standalone and embedded forms. - [How to link to a form](https://support.emarketeer.com/guides/guides/forms/how-to-link-to-a-form.md): How to add a link to an eMarketeer form from a button, text, or image inside an email or webpage component. - [Form editor: UI overview](https://support.emarketeer.com/guides/guides/forms/ui-overview.md): A reference guide to the form editor interface — tabs, toolbox, question types, and configuration options. - [Form branching logic](https://support.emarketeer.com/guides/guides/forms/form-branching-logic.md): How to use skip logic, show/hide conditions, and complete-survey triggers to create adaptive forms in eMarketeer. - [Styling your form](https://support.emarketeer.com/guides/guides/forms/styling-your-form.md): How to style your form in the Themes tab — apply a theme, adjust colors and fonts, design the header, and set a background, all without code. - [Forms (Legacy)](https://support.emarketeer.com/guides/guides/legacy.md): Guides for Form (Legacy), the previous form editor in eMarketeer. - [Creating your first form (Legacy)](https://support.emarketeer.com/guides/guides/legacy/basics-creating-form.md): A step-by-step guide to creating a Legacy Form in eMarketeer, from setup through the thank-you page and optional confirmation email. - [Editing a live form](https://support.emarketeer.com/guides/guides/legacy/editing-a-live-form.md): Which edits are safe on a form that already has answers, and which changes can affect existing reports. - [Question branching and display rules](https://support.emarketeer.com/guides/guides/legacy/question-branching-display-rules.md): How to branch form questions to different pages or show and hide questions on the same page based on a respondent's previous answer. - [Scan event attendance with a phone](https://support.emarketeer.com/guides/guides/legacy/scan-attendance-phone.md): How to use a mobile phone to scan attendee QR codes and register event attendance by submitting email addresses through an eMarketeer form. - [Event attendance QR code (advanced)](https://support.emarketeer.com/guides/guides/legacy/advanced-event-qr-code.md): How to generate a contact-specific QR code that submits an email address to a form, enabling automatic attendance registration when scanned at an event. - [Post data to a form](https://support.emarketeer.com/guides/guides/legacy/how-to-post-data-to-a-form.md): How to submit answers to an eMarketeer form programmatically from your own website or an external system. - [Phone number validation](https://support.emarketeer.com/guides/guides/legacy/form-phone-number-validation-re.md): Advanced guide to requiring a country code in a form's phone number field when reCAPTCHA is enabled. - [Max answers for a checkbox](https://support.emarketeer.com/guides/guides/legacy/max-answers-form-checkbox.md): Advanced guide to capping the number of selectable options on a checkbox question in a form using a custom JavaScript snippet. - [Remove a form answer](https://support.emarketeer.com/guides/guides/legacy/removing-a-form-answer.md): How to delete individual answers, selected rows, or the full set of answers from a form report. - [Close a form](https://support.emarketeer.com/guides/guides/legacy/close-a-form.md): How to configure a form to stop accepting answers after a set date or a maximum number of submissions. - [Website integration requirements](https://support.emarketeer.com/guides/guides/legacy/website-integration-requirements.md): The technical requirements a web page must meet to host an embedded eMarketeer form. - [Campaigns](https://support.emarketeer.com/guides/guides/campaigns.md): Guides for creating, organizing, and managing campaigns in eMarketeer. - [Creating a shortcut to a Campaign using My Favorites](https://support.emarketeer.com/guides/guides/campaigns/campaign-add-favorite.md): How to pin a campaign to My Favorites for quick access from any campaign navigation page. - [Campaign Contacts](https://support.emarketeer.com/guides/guides/campaigns/campaign-contacts.md): What Campaign Contacts is, how contacts are added to it, and how to review or remove contacts from a campaign. - [Campaign Interface explained](https://support.emarketeer.com/guides/guides/campaigns/campaign-interface-explained.md): A tour of the campaign interface, covering the components view, the add-component menu, and links for contact management and automations. - [Organizing campaigns](https://support.emarketeer.com/guides/guides/campaigns/organizing-campaigns.md): How to keep your campaigns tidy — the Campaigns list view, folders, moving items, and per-campaign options. - [How to use campaign fields in eMarketeer](https://support.emarketeer.com/guides/guides/campaigns/how-to-use-campaign-fields-in-emarketeer.md): How to create and use campaign fields to store reusable information — such as event names or dates — across all components in a campaign. - [Transfer a campaign to a different account](https://support.emarketeer.com/guides/guides/campaigns/transfer-a-campaign-to-a-different-account.md): How to copy a campaign's components from one eMarketeer account to another, leaving the original in place. - [How to use eMarketeer campaign reports](https://support.emarketeer.com/guides/guides/campaigns/how-to-use-emarketeer-campaign-reports.md): How to build real-time campaign reports using drag-and-drop widgets on the campaign dashboard. - [Webpages](https://support.emarketeer.com/guides/guides/webpage.md): Guides for creating webpages and customizing the eMarketeer web app. - [Creating your first webpage](https://support.emarketeer.com/guides/guides/webpage/creating-first-webpage.md): This guide walks you through creating a webpage in eMarketeer, from choosing a template to editing content blocks and finishing the page. - [Change home screen icon in Web App](https://support.emarketeer.com/guides/guides/webpage/change-home-screen-icon-in-web-app.md): How to replace the default eMarketeer icon with your own when saving a Web App to a mobile home screen. - [Webinar: How to Build Mobile Apps in eMarketeer](https://support.emarketeer.com/guides/guides/webpage/webinar-build-mobile-app.md): This webinar shows how to use eMarketeer to build and distribute mobile web apps for your events. - [Journeys](https://support.emarketeer.com/guides/journeys.md): A journey is a sequential list of actions (steps) that runs on every contact who matches the criteria set as its starting point. - [Creating your first Journey](https://support.emarketeer.com/guides/journeys/creating-your-first-journey.md): A walkthrough for building your first Journey in eMarketeer, from setting the starting point to activating the automation. - [Journeys Triggering Events](https://support.emarketeer.com/guides/journeys/journeys-triggering-events.md): A reference listing the contact events that cause eMarketeer to evaluate whether a journey's starting point is matched. - [Contacts](https://support.emarketeer.com/guides/contacts-lists.md): Guides for importing, filtering, tagging, and managing contacts in eMarketeer. - [How contacts are created](https://support.emarketeer.com/guides/contacts-lists/how-contacts-are-created.md): A complete reference of all the ways contacts can be created in eMarketeer — manually, through imports, web forms, the API, and engagement signals. - [How to manage contacts in bulk](https://support.emarketeer.com/guides/contacts-lists/bulk-actions-tool.md): How to use Bulk Actions to update or manage large groups of contacts in a single operation. - [How to build and use Contact Filters](https://support.emarketeer.com/guides/contacts-lists/how-to-build-contact-filters.md): How to use the filter builder to segment contacts by any combination of criteria and take actions on the resulting selection. - [Import contacts from Excel](https://support.emarketeer.com/guides/contacts-lists/import-contacts-from-excel.md): How to prepare an Excel file and import contacts — including consent information — into the eMarketeer contact database. - [Tags](https://support.emarketeer.com/guides/contacts-lists/tags.md): How tags work in eMarketeer: assigning keywords to contacts and campaigns to classify and filter them. - [How to Create a New Contact List](https://support.emarketeer.com/guides/contacts-lists/new-contact-list.md): How to create a new contact list — a static group of contacts you can use as the audience for a campaign send. - [Lead management](https://support.emarketeer.com/guides/lead-board-scoring.md): An overview of eMarketeer Leads: how to set up sales teams, qualify contacts by score and persona, and deliver leads to sales in real time. - [How to set up your lead scoring model and lead scoring mistakes](https://support.emarketeer.com/guides/lead-board-scoring/how-to-set-up-your-lead-scoring-model-and-lead-scoring-mistakes.md): How to design a lead scoring model that reflects your sales process, including the most common mistakes to avoid. - [Lead streams](https://support.emarketeer.com/guides/lead-board-scoring/lead-streams.md): How to create lead streams — rule sets that automatically deliver Marketing Qualified Leads to a sales team when contacts match the criteria. - [Sales teams](https://support.emarketeer.com/guides/lead-board-scoring/sales-teams.md): How to create and configure sales teams so each team receives only the qualified leads most relevant to it. - [Sales users](https://support.emarketeer.com/guides/lead-board-scoring/sales-users.md): How to grant a user access to sales features so they can work on the lead board as part of a sales team. - [The lead board](https://support.emarketeer.com/guides/lead-board-scoring/the-lead-board.md): An overview of the lead board: how marketing-qualified leads appear and how sales works them down the funnel toward a sale. - [How lead scoring works in eMarketeer and tutorial](https://support.emarketeer.com/guides/lead-board-scoring/how-lead-scoring-works-in-emarketeer.md): How to set up lead score rules step by step, where to view each contact's score, and how to filter contacts by score. - [Dashboards](https://support.emarketeer.com/guides/dashboards.md): eMarketeer's dashboards: Marketing Performance, Traffic Analyzer, Operational Report, and Email Health. - [Marketing Performance](https://support.emarketeer.com/guides/dashboards/marketing-performance.md): The Marketing Performance dashboard brings website traffic, campaign engagement, conversions, and leads into one view of what drives your marketing. - [Traffic Analyzer](https://support.emarketeer.com/guides/dashboards/traffic-analyzer.md): The Traffic Analyzer visualises your full marketing flow, from first touch to qualified lead. - [Operational Report](https://support.emarketeer.com/guides/dashboards/operational-report.md): The Operational Report gives you an at-a-glance overview of ongoing work in your account — recent sendouts, form submissions, campaigns, journeys, and newly created components in one view. - [Email Health Dashboard](https://support.emarketeer.com/guides/dashboards/emailhealthdashboard.md): An actionable view of your email deliverability and sender reputation, so you can catch problems before they affect inbox placement. - [Account settings](https://support.emarketeer.com/guides/account-admin.md): Guides for managing your eMarketeer account, users, domains, and settings. - [How to invite users to your account (administrator)](https://support.emarketeer.com/guides/account-admin/invite-user-account.md): How administrators invite a new user to an eMarketeer account from the User Accounts settings page. - [User guide: Enable Multi Factor Login](https://support.emarketeer.com/guides/account-admin/user-accounts.md): How to set up Multi-Factor Authentication on your eMarketeer account using an authenticator app. - [Custom domain](https://support.emarketeer.com/guides/account-admin/domains.md): How to set up a custom domain to replace the default eMarketeer hostname in the links your account generates. - [Log out of eMarketeer](https://support.emarketeer.com/guides/account-admin/log-out.md): How to log out of your eMarketeer account. - [SMS Sender ID](https://support.emarketeer.com/guides/account-admin/sms.md): How to create and configure a custom SMS Sender ID so your company name appears as the sender of your SMS messages. - [Subscriptions](https://support.emarketeer.com/guides/account-admin/subscriptions.md): In this guide: how to configure subscription categories, assign them to emails, and let contacts manage their email preferences through the subscription center. --- # Agent Instructions This documentation is published with GitBook. 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