> 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 abort a scheduled sendout](https://support.emarketeer.com/guides/guides/email-content/abort-scheduled-sendout.md): How to stop a scheduled email or SMS before it's sent, from the campaign's Event History tab, and how to find your upcoming scheduled sendouts.
- [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 landing pages.
- [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 landing pages.
- [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 landing page 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.
- [How to create a quiz](https://support.emarketeer.com/guides/guides/forms/how-to-create-a-quiz.md): How to build a quiz with the form editor: set correct answers, add a start page and a timer, show each respondent their score, and save the score with their answers.
- [How to delete a form answer](https://support.emarketeer.com/guides/guides/forms/how-to-delete-a-form-answer.md): How to delete form answers from the Spreadsheet report, the contact card or the campaign's Contacts tab, and what happens when you do.
- [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.
- [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 Favourites for quick access from the Campaigns 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 campaign tabs, the components view, the Add Component button, and the component card menu.
- [Campaign automations](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations.md): Rules inside a campaign that run an action when a contact interacts with its components: how they work, which ones are available, and how they differ from Journeys.
- [Send email automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-send-email.md): Campaign automation that sends an email from the campaign to the contact who triggered it.
- [Send SMS automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-send-sms.md): Campaign automation that sends a text message (SMS) to the contact who triggered it.
- [Add to list automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-add-to-list.md): Campaign automation that adds the contact who triggered it to a contact list.
- [Remove from list automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-remove-from-list.md): Campaign automation that removes the contact who triggered it from a contact list.
- [Add to campaign automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-add-to-campaign.md): Campaign automation that adds the contact who triggered it to another campaign.
- [Remove from Campaign automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-remove-from-campaign.md): Campaign automation that removes the contact who triggered it from a campaign.
- [Update contact card automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-update-contact-card.md): Campaign automation that updates a field on the contact card of the contact who triggered it.
- [Update legal basis automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-update-legal-basis.md): Campaign automation that sets the legal basis for the contact who triggered it.
- [Update subscription automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-update-subscription.md): Campaign automation that subscribes or unsubscribes the contact who triggered it from one of your subscriptions.
- [Withdraw consent automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-withdraw-consent.md): Campaign automation that withdraws the consent for marketing sendouts of the contact who triggered it.
- [Send notification automation](https://support.emarketeer.com/guides/guides/campaigns/campaign-automations/campaign-automation-send-notification.md): Campaign automation that sends a notification about the contact who triggered it, by email, SMS or both.
- [Organizing campaigns](https://support.emarketeer.com/guides/guides/campaigns/organizing-campaigns.md): How to keep your campaigns tidy — the Campaigns list view, sorting, filters and search, folders, tags, 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 landing page](https://support.emarketeer.com/guides/guides/webpage/creating-first-webpage.md): This guide walks you through creating a landing page 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.
- [Journey Steps](https://support.emarketeer.com/guides/journeys/journey-steps.md): The basic steps you can add to a Journey, grouped as in the Add Journey step panel, with a link to each step's settings.
- [Send Email](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-send-email.md): Journey step that sends an email from one of your campaigns to the contact.
- [Send SMS / Text message](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-send-sms.md): Journey step that sends a text message (SMS) from one of your campaigns to the contact.
- [Notify stakeholder](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-notify-stakeholder.md): Journey step that sends a notification email with your own message to one or more email addresses.
- [Wait for trigger](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-wait-for-trigger.md): Journey step that holds the contact until they meet a set of conditions, with an optional time limit.
- [Wait](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-wait.md): Journey step that pauses the contact for a set amount of time before the next step.
- [If / Else](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-if-else.md): Journey step that splits the Journey into a yes and a no branch based on conditions.
- [Start New Journey](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-start-new-journey.md): Journey step that adds the contact to another Journey.
- [Create Lead (MQL)](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-create-lead.md): Journey step that creates a marketing-qualified lead (MQL) for the contact in a Lead Stream.
- [Change Lead Stage](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-change-lead-stage.md): Journey step that moves the contact's lead to another stage on the Lead Board.
- [Delete Lead](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-delete-lead.md): Journey step that removes the contact's lead from all Lead Streams.
- [Legal Basis](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-legal-basis.md): Journey step that sets the contact's legal basis for storing and processing their data and for marketing sendouts.
- [Update Subscription](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-update-subscription.md): Journey step that subscribes or unsubscribes the contact from one of your subscriptions.
- [Contact Category](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-contact-category.md): Journey step that changes the contact's category to Prospect, Customer or Other.
- [Update Contact Card](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-update-contact-card.md): Journey step that updates a field on the contact card.
- [Contact List](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-contact-list.md): Journey step that adds the contact to, or removes them from, a contact list.
- [Add / Remove tags](https://support.emarketeer.com/guides/journeys/journey-steps/journey-step-add-remove-tags.md): Journey step that adds tags to, or removes tags from, the contact.
- [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.
- [The contact card](https://support.emarketeer.com/guides/contacts-lists/contact-card.md): A reference to everything on the contact card in eMarketeer, and what you can see and do on each of its tabs.
- [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.
- [How to clean up your contacts](https://support.emarketeer.com/guides/contacts-lists/clean-up-contacts.md): How to find contacts that are no longer relevant, such as undeliverable contacts, contacts who withdrew consent, contacts you haven't used in a year and unengaged contacts, and how to remove them.
- [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 Users & Teams in Account Settings.
- [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.
- [Reset MFA for a user (administrator)](https://support.emarketeer.com/guides/account-admin/reset-mfa-for-a-user.md): How an administrator resets multi-factor authentication (MFA) for a user, for example after the user has switched to a new phone.
- [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.


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