# eMarketeer Support ## Support docs - [Welcome](https://support.emarketeer.com/overview.md): The complete eMarketeer support site — how-to guides, technical references, integration docs, and release notes. - [Campaign basics](https://support.emarketeer.com/getting-started/campaign-basics.md): Your first steps with eMarketeer — creating emails, forms, and campaigns, and managing contacts. - [How to create a new campaign](https://support.emarketeer.com/getting-started/campaign-basics/create-new-campaign.md): How to create a campaign in eMarketeer to act as the container for your emails, forms, and webpages. - [Creating your first email](https://support.emarketeer.com/getting-started/campaign-basics/basics-creating-email.md): This guide walks you through creating an email in eMarketeer, from setting it up to editing content blocks and adding the final touches. - [Creating your first form](https://support.emarketeer.com/getting-started/campaign-basics/basics-creating-form-new.md): A step-by-step guide to creating a Form in eMarketeer, from setup through the thank-you page and optional confirmation email. - [Creating your first SMS](https://support.emarketeer.com/getting-started/campaign-basics/basics-creating-sms.md): A step-by-step guide to creating an SMS in eMarketeer and getting it ready to send. - [How to send an email](https://support.emarketeer.com/getting-started/campaign-basics/basics-send-email.md): The simplest path to sending an email in eMarketeer, from a finished email component to a delivered send-out. - [Account setup](https://support.emarketeer.com/getting-started/account-setup.md): A checklist of the key steps to get your eMarketeer account ready — from domain authentication to integrations. - [Add Email domain](https://support.emarketeer.com/getting-started/account-setup/authorize-email-domain.md): Step-by-step instructions for adding an email domain to your eMarketeer account. - [Website integration](https://support.emarketeer.com/getting-started/account-setup/website-integration.md): How to connect your website to eMarketeer using the Web Tracker and the form base script. - [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. - [API](https://support.emarketeer.com/references/apis-developer.md): The eMarketeer API gives you programmatic access to your account data: upsert and delete contacts, manage lists, trigger sends, and push custom engagement events from external systems. - [API endpoints overview](https://support.emarketeer.com/references/apis-developer/api-endpoints-overview.md): A quick map of every endpoint across the eMarketeer REST APIs — contacts, subscriptions, engagement, consent, tags, and messages — so you can find the right call fast. - [Custom Signals API](https://support.emarketeer.com/references/apis-developer/custom-signals-api.md): This Guide explains how to use the Signals API to send contact events into eMarketeer. - [Send a webhook from Zapier to eMarketeer](https://support.emarketeer.com/references/apis-developer/send-webhook-from-zapier-to-emarketeer.md): Set up a Zap that sends contact data to eMarketeer as a custom signal. - [Developer](https://support.emarketeer.com/references/developer-advanced.md): Guides, reference material, and technical information for users with the Developer role — those with access to more advanced tools, such as HTML editors. - [Contact field character limit](https://support.emarketeer.com/references/developer-advanced/contact-field-character-limit.md): A quick reference guide listing the eMarketeer standard contact fields and their character limit. - [DCL introduction](https://support.emarketeer.com/references/developer-advanced/dcl-introduction.md): DCL is a template language used to personalize content in eMarketeer. - [Conventions](https://support.emarketeer.com/references/developer-advanced/dcl-introduction/conventions.md): The conventions used throughout this DCL manual. - [Language Syntax](https://support.emarketeer.com/references/developer-advanced/dcl-introduction/language-syntax.md): DCL has a simple structure built on three terms: function, argument, and value. Every function returns a string and takes named arguments whose values are strings. - [Template Functions](https://support.emarketeer.com/references/developer-advanced/dcl-introduction/template-functions.md): The template functions in DCL, the language behind eMarketeer's Dynamic Content Engine (DCE), which composes structured layouts from nested chunks of code called blocks. - [Emarketeer specific functions](https://support.emarketeer.com/references/developer-advanced/dcl-introduction/emarketeer-specific-functions.md): DCL functions unique to eMarketeer that fetch data from the contact card, your user account, and other product-specific sources. - [Conditionals](https://support.emarketeer.com/references/developer-advanced/dcl-introduction/conditionals.md): DCL supports a simple if-elseif-else-endif conditional for testing whether one string equals another. - [Why eMarketeer doesn't support SRI for embed scripts](https://support.emarketeer.com/references/developer-advanced/why-emarketeer-doesnt-support-sri-for-embed-scripts.md): eMarketeer does not support Subresource Integrity (SRI) on its embed scripts. This article explains why. - [Changing the mobile app navigation icons](https://support.emarketeer.com/references/developer-advanced/app-navigation-icons.md): How to change the icons in a mobile app component's navigation menu by editing the app's HTML in Developer Mode. - [Barcodes](https://support.emarketeer.com/references/developer-advanced/barcodes.md): What barcodes are, where they are used, and how you can use them in eMarketeer. - [Platform](https://support.emarketeer.com/references/references.md): Reference documentation for eMarketeer's platform features: email, SMS, web tracking, and user accounts. - [Email](https://support.emarketeer.com/references/references/email.md): Reference material for eMarketeer's email sending: platform behaviour, deliverability, and how email is measured. - [Deliverability](https://support.emarketeer.com/references/references/email/deliverability.md): Reference articles for diagnosing and improving email deliverability in eMarketeer. - [Email bounce handling](https://support.emarketeer.com/references/references/email/deliverability/bounce-handling.md): How eMarketeer handles email bounces and what it means for your sending. - [Email complaint handling](https://support.emarketeer.com/references/references/email/deliverability/complaint-handling.md): How eMarketeer handles email complaints and what you can do to minimize them. - [DKIM is missing or incorrectly configured](https://support.emarketeer.com/references/references/email/deliverability/dkim-setup.md): DKIM is a key part of email authentication and deliverability, and should be in your DNS whenever you authorize a sending domain in eMarketeer. - [SPF setup](https://support.emarketeer.com/references/references/email/deliverability/spf-setup.md): What to check when eMarketeer detects an SPF issue for one of your domains, and how to set it up correctly. - [DMARC setup](https://support.emarketeer.com/references/references/email/deliverability/dmarc-setup.md): Publish a DMARC record in your DNS so receiving servers know how to handle mail that fails authentication for your domain. - [Whitelisting Email Servers](https://support.emarketeer.com/references/references/email/deliverability/whitelisting-email-servers.md): When and how to whitelist eMarketeer's email servers to keep internal emails from being filtered as spam. - [About email bounces and complaints](https://support.emarketeer.com/references/references/email/deliverability/about-email-bounces.md): What bounces and complaints are, how eMarketeer handles them, and how to keep your sender reputation healthy. - [Email feedback loop](https://support.emarketeer.com/references/references/email/deliverability/feedback-loop.md): What feedback loop data is, how eMarketeer uses it, and how to act on the information it provides. - [Automatic send pause](https://support.emarketeer.com/references/references/email/automatic-send-pause.md): eMarketeer can automatically pause an account from sending more emails when bounces or spam complaints exceed certain levels. - [Exclude inactive recipients](https://support.emarketeer.com/references/references/email/exclude-inactive-recipients.md): When you address a campaign in eMarketeer, you can exclude inactive contacts from the send-out. Learn what an inactive address is and why to stop sending to those contacts. - [Transactional sendouts](https://support.emarketeer.com/references/references/email/transactional-sendouts.md): A transactional send-out delivers a non-marketing email to a contact regardless of their marketing consent. Learn when to use it and how to enable it. - [Read on web](https://support.emarketeer.com/references/references/email/read-on-web.md): Read on web generates a personal browser link for each email recipient. Use it to let contacts view the email online — sometimes called a "view in browser" link. - [When is an email registered as opened?](https://support.emarketeer.com/references/references/email/email-open.md): An email is registered as opened when images load in the recipient's email client, or when the recipient clicks a link in the message. - [eMarketeer sender policy](https://support.emarketeer.com/references/references/email/emarketeer-sender-policy.md): The rules you must follow when sending email or SMS to recipients through eMarketeer components. - [Why you shouldn't use a URL as link text](https://support.emarketeer.com/references/references/email/url-as-link-caption.md): Using a URL as link text in an email can trigger phishing filters. Here is why it happens and what to use instead. - [Understanding the Email Checklist](https://support.emarketeer.com/references/references/email/checklist-explained.md): The Email Checklist shows how many contacts will be addressed by a sendout, and how many will not, broken down by reason. - [Email report explained](https://support.emarketeer.com/references/references/email/email-report-explained.md): The event tags in the eMarketeer email report, the numbers next to them, and how the widget percentages are calculated. - [Maximizing Email Marketing Success: 10 Best Practices and Pitfalls to Avoid](https://support.emarketeer.com/references/references/email/maximizing-email-marketing-success-best-practices-and-pitfalls-to-avoid.md): Ten practices that protect your deliverability and improve engagement when you send marketing email from eMarketeer. - [Forms](https://support.emarketeer.com/references/references/forms.md): Technical references for eMarketeer forms: expression syntax, reCAPTCHA, and form availability troubleshooting. - [Form expression syntax](https://support.emarketeer.com/references/references/forms/form-expression-syntax.md): The complete reference for writing expressions in the eMarketeer form editor — value references, operators, and functions. - [reCAPTCHA for eMarketeer Forms](https://support.emarketeer.com/references/references/forms/captcha.md): How reCAPTCHA protects eMarketeer forms from bot submissions and what the icon on hosted form pages means. - [Identifying why a Form is Unavailable (Legacy)](https://support.emarketeer.com/references/references/forms/form-unavailable.md): How to diagnose an eMarketeer form that shows as unavailable or returns an error when accessed from a link. - [SMS](https://support.emarketeer.com/references/references/sms.md): Reference material for SMS in eMarketeer: Sender ID configuration and supported countries. - [SMS Sender ID](https://support.emarketeer.com/references/references/sms/sender-id.md): The Sender ID is the name or number a contact sees when they receive your SMS. Learn how to request your own and where the feature has limitations. - [Whitelist of countries supporting SMS Sender ID](https://support.emarketeer.com/references/references/sms/whitelist-of-countries-supporting-sms-sender-id.md): The countries where eMarketeer can send SMS using an alphanumeric Sender ID. Support varies by country and operator. - [Mobile number validation](https://support.emarketeer.com/references/references/sms/mobile-number-validation.md): How eMarketeer validates mobile numbers before sending SMS — country code requirements, character stripping rules, and examples of valid and invalid formats. - [Web Tracker](https://support.emarketeer.com/references/references/web-tracker.md): The eMarketeer Web Tracker records visitor sources and the behavior of individual contacts on your website. - [Installing the web tracker script on your website](https://support.emarketeer.com/references/references/web-tracker/installing-the-web-tracker-script-on-your-website.md): Install the eMarketeer Web Tracker on your website so you can see which pages your contacts visit. - [Automatic UTM links](https://support.emarketeer.com/references/references/web-tracker/automatic-utm-links.md): eMarketeer automatically adds UTM parameters to links in your emails and landing pages so web analytics can attribute visits correctly. - [Cloudflare & eMarketeer Tracking Parameters](https://support.emarketeer.com/references/references/web-tracker/cloudflare-emarketeer-tracking-parameters.md): Configure Cloudflare so that eMarketeer's per-recipient tracking parameters do not cause cache misses on your landing pages. - [User accounts & auth](https://support.emarketeer.com/references/references/accounts-auth.md): Reference for user account management and multi-factor authentication. - [Multi-factor authentication](https://support.emarketeer.com/references/references/accounts-auth/multi-factor-authentication.md): Multi-factor authentication (MFA) adds a second verification step to your eMarketeer login to protect your account from unauthorised access. - [User accounts](https://support.emarketeer.com/references/references/accounts-auth/user-accounts.md): How users work in eMarketeer — the two user types, what each can do, and the additional privileges you can grant. - [GDPR & consent](https://support.emarketeer.com/references/references/emarketeer-gdpr-overview.md): An overview of the GDPR — what it is, who it affects, and how eMarketeer helps you manage consent and stay compliant. - [Double opt-in subscription](https://support.emarketeer.com/references/references/emarketeer-gdpr-overview/double-opt-in.md): A sign-up process where the contact confirms their subscription in two steps, verifying the address belongs to the person who submitted the form. - [How does consent work?](https://support.emarketeer.com/references/references/emarketeer-gdpr-overview/how-does-consent-work.md): Consent in eMarketeer is built from four parts: purpose, legal base, source, and the option to withdraw. - [How will eMarketeer work with SuperOffice in compliance with GDPR?](https://support.emarketeer.com/references/references/emarketeer-gdpr-overview/how-will-emarketeer-work-with-superoffice-under-gdpr.md): eMarketeer and SuperOffice keep consent and subscription preferences in sync so you only collect them once. - [Files](https://support.emarketeer.com/references/references/files.md): Where eMarketeer stores every file you upload — the fixed folders, supported formats and size limit, and how file paths affect what you publish. - [Credit card payments (Administrator)](https://support.emarketeer.com/references/references/credit-card-payments.md): Credit cards are the payment method for your eMarketeer subscription. - [What happens when I reach my contact limit?](https://support.emarketeer.com/references/references/what-happens-when-i-reach-my-contact-limit.md): eMarketeer pay plans are sized by the number of contacts you communicate with, so your plan sets the size of your contact database. - [Default score rules in eMarketeer](https://support.emarketeer.com/references/references/default-score-rules-in-emarketeer.md): eMarketeer ships with two sets of default lead score rules, so scoring works out of the box even before you build your own. - [Understanding eMarketeer URLs](https://support.emarketeer.com/references/references/understanding-em-urls.md): eMarketeer uses several URL types. Knowing them helps you pick the right link for each situation, especially when working with Form components. - [Where is eMarketeer data stored geographically?](https://support.emarketeer.com/references/references/where-is-emarketeer-data-stored-geographically.md): eMarketeer stores and processes your data in the EU, with one exception. - [Generate HAR file for support](https://support.emarketeer.com/references/generate-har-file.md): How to record a HAR file in Chrome that captures all network requests while you reproduce a problem in eMarketeer. - [Glossary](https://support.emarketeer.com/references/glossary.md): Terms used throughout the eMarketeer documentation, with definitions specific to how eMarketeer uses them. - [SuperOffice](https://support.emarketeer.com/integrations/superoffice.md): The eMarketeer–SuperOffice integration lets marketing teams send business opportunities, leads, and intelligence to sales. - [SuperOffice Online integration](https://support.emarketeer.com/integrations/superoffice/superoffice-online-integration.md): Connect SuperOffice Online to eMarketeer, step by step. - [SuperOffice on-premise integration](https://support.emarketeer.com/integrations/superoffice/on-premise.md): Set up the on-premise integration in three steps: review the requirements, configure NetServer access, and enable the connection from eMarketeer. - [On premise: installation process](https://support.emarketeer.com/integrations/superoffice/on-premise/on-premise-installation-process.md): Requirements and high-level steps for integrating an on-premise SuperOffice installation with eMarketeer. - [On premise: NetServer URL and user creation](https://support.emarketeer.com/integrations/superoffice/on-premise/on-premise-netserver-url-and-user-creation.md): Prepare the SuperOffice on-premise integration: expose NetServer to eMarketeer, locate the WSDL URL, and create the integration user. - [On premise: enabling the integration](https://support.emarketeer.com/integrations/superoffice/on-premise/on-premise-enabling-the-integration.md): The final step of the on-premise integration: enter your NetServer details in eMarketeer and start the connection. - [Actions performed during SuperOffice integration setup](https://support.emarketeer.com/integrations/superoffice/actions-performed-during-set-up.md): When you integrate eMarketeer with SuperOffice, several items are added to SuperOffice automatically so eMarketeer features show up in the client. - [The SuperOffice Integration - features and flows](https://support.emarketeer.com/integrations/superoffice/integration-features-and-flows.md): The common use cases for the SuperOffice integration, how its interface works, how contacts move between the systems, what automations can do, the available web panels, and how legal basis is handled. - [Import contacts from SuperOffice CRM](https://support.emarketeer.com/integrations/superoffice/import-contacts-from-superoffice-crm.md): When you import contacts from a SuperOffice CRM selection or project, you can include or exclude contacts that lack consent for e-marketing. - [SuperOffice Journey Steps](https://support.emarketeer.com/integrations/superoffice/superoffice-journey-steps.md): Journey step types that create records and update data in SuperOffice directly from a Journey. - [Create activity](https://support.emarketeer.com/integrations/superoffice/superoffice-journey-steps/so-create-activity.md): Journey step that creates an Activity on the matching contact in SuperOffice. - [Create sale](https://support.emarketeer.com/integrations/superoffice/superoffice-journey-steps/so-create-sale.md): Journey step that creates a Sale on the matching contact in SuperOffice. - [Add / Remove from project](https://support.emarketeer.com/integrations/superoffice/superoffice-journey-steps/so-add-remove-project.md): Journey step that adds or removes a contact from a project in SuperOffice. - [Add / Remove from selection](https://support.emarketeer.com/integrations/superoffice/superoffice-journey-steps/so-add-remove-selection.md): Journey step that adds or removes a contact from a selection in SuperOffice. - [Add / Remove interest](https://support.emarketeer.com/integrations/superoffice/superoffice-journey-steps/so-add-remove-interest.md): Journey step that adds or removes an interest code on a contact in SuperOffice. - [SuperOffice automations](https://support.emarketeer.com/integrations/superoffice/superoffice-automations-pro.md): SuperOffice automations trigger actions in SuperOffice when a contact interacts with an eMarketeer campaign, such as clicking a link or submitting a form. - [SuperOffice Signals](https://support.emarketeer.com/integrations/superoffice/superoffice-signals.md): SuperOffice can send certain events to eMarketeer as Signals, so you can listen for those events and act on them in eMarketeer. - [SuperOffice Legal Basis Sync](https://support.emarketeer.com/integrations/superoffice/superoffice-legalbasis-sync.md): eMarketeer and SuperOffice each keep their own consent database. The legal basis sync keeps both in step automatically, so a change in one system is reflected in the other. - [Reset a SuperOffice integration](https://support.emarketeer.com/integrations/superoffice/resetting-a-superoffice-online-integration.md): Reset a SuperOffice Online integration if it stops working or needs to be reconnected. - [SuperOffice Integration Setup Troubleshooting](https://support.emarketeer.com/integrations/superoffice/troubleshooting-so-setup.md): Common failures when setting up the SuperOffice integration, and how to resolve them. - [Why did the SuperOffice automation fail?](https://support.emarketeer.com/integrations/superoffice/integration-queue-failed-automations.md): The known reasons a SuperOffice automation event fails, and how to resolve each one before re-enqueuing it in the Integration Queue. - [Lead Board for SuperOffice](https://support.emarketeer.com/integrations/superoffice/lead-board-and-superoffice.md): The eMarketeer Lead Board can be used entirely through SuperOffice, so Sales can manage leads while still using the eMarketeer web panels for insights. - [Microsoft Dynamics 365](https://support.emarketeer.com/integrations/dynamics.md): The eMarketeer integration for Microsoft Dynamics 365 Sales bridges your marketing and sales teams so CRM and marketing automation share one reliable source of truth. - [Microsoft Dynamics 365 Sales Integration](https://support.emarketeer.com/integrations/dynamics/microsoft-dynamics-integration.md): The eMarketeer integration for Microsoft Dynamics 365 Sales connects your CRM and marketing automation so both share a single source of truth. - [Microsoft Dynamics 365 Sales Integration](https://support.emarketeer.com/integrations/dynamics/microsoft-dynamics-integration-1.md): The eMarketeer integration for Microsoft Dynamics 365 Sales keeps marketing and sales aligned on a single source of truth. - [Dynamics - Features](https://support.emarketeer.com/integrations/dynamics/dynamics-features.md): An index of the main feature areas in the Microsoft Dynamics 365 Sales integration. - [Dynamics - Installation Process](https://support.emarketeer.com/integrations/dynamics/dynamics-installation.md): Set up the Microsoft Dynamics 365 Sales integration. A few manual steps are required before you complete the configuration in the eMarketeer UI. - [Installing Dynamics Contact Panel](https://support.emarketeer.com/integrations/dynamics/5355-2.md): Add the eMarketeer Contact Card to a Contact or Lead form in Microsoft Dynamics 365 so contact data shows up directly inside the record. - [Dynamics - Import](https://support.emarketeer.com/integrations/dynamics/dynamics-import.md): Import contacts directly from your Microsoft Dynamics 365 Sales Marketing Lists, either as a standalone import or on the fly right before a campaign. - [Dynamics - Journey Steps](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps.md): Send data, create records, and log activities directly to your Dynamics CRM from a Journey using the Microsoft Dynamics 365 Sales integration. - [Dynamics - Create/Update Lead](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps/create-update-lead.md): The Create/Update Lead step pushes contacts from eMarketeer into your Microsoft Dynamics CRM as Leads, with built-in logic to update existing records and prevent duplicates. - [Dynamics - Add activity](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps/dynamics-add-activity.md): The Add Activity step creates a Task or Phone Call in your Microsoft Dynamics CRM, asking for your Lead or Contact preference and using a built-in fallback so the activity is always logged. - [Dynamics - Add contact activity](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps/dynamics-add-contact-activity.md): The Add Contact Activity step creates a Task or Phone Call strictly on a Contact record in your Microsoft Dynamics CRM, with no fallback to a Lead if no Contact is found. - [Dynamics - Add Contact to Marketing List](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps/dynamics-add-contact-to-marketing-list.md): The Add Contact to Marketing List step adds a person to a designated Marketing List in your Microsoft Dynamics CRM, targeting Contact records specifically. - [Dynamics - Add Lead activity](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps/dynamics-add-lead-activity.md): The Add Lead Activity step creates a Task or Phone Call on a Lead record in Microsoft Dynamics 365 Sales, with no fallback to a Contact if no Lead is found. - [Dynamics - Add Lead to Marketing List](https://support.emarketeer.com/integrations/dynamics/dynamics-journey-steps/dynamics-add-lead-to-marketing-list.md): The Add Lead to Marketing List step adds a person to a designated Marketing List in Microsoft Dynamics 365 Sales, targeting Lead records specifically. - [Dynamics - Legal basis & Subscription sync](https://support.emarketeer.com/integrations/dynamics/dynamics-legal-basis-sync.md): The eMarketeer integration for Microsoft Dynamics 365 Sales keeps contact preferences and legal compliance up to date automatically, so sales and marketing share a single source of truth. - [Other integrations](https://support.emarketeer.com/integrations/integrations.md): Connect Facebook and LinkedIn lead forms to your eMarketeer account. - [Facebook Lead Forms](https://support.emarketeer.com/integrations/integrations/facebook-lead-forms.md): Connect Facebook Lead Forms to eMarketeer so ad submissions create contacts, set lead scores, and trigger journeys automatically. - [LinkedIn Lead Gen Forms](https://support.emarketeer.com/integrations/integrations/linkedin-lead-gen-forms.md): Connect LinkedIn Lead Gen Forms to eMarketeer so ad submissions create contacts, set lead scores, and trigger journeys automatically. ## Changelog - [Product updates](https://support.emarketeer.com/changelog/readme.md): New updates and improvements - [2025](https://support.emarketeer.com/changelog/2025.md) - [2024](https://support.emarketeer.com/changelog/2024.md) - [2023](https://support.emarketeer.com/changelog/2023.md) - [2022 and earlier](https://support.emarketeer.com/changelog/2022-and-earlier.md) ## Legal - [Let’s Talk Legal](https://support.emarketeer.com/legal/legal.md) - [Terms of Service (TOS)](https://support.emarketeer.com/legal/terms-of-service.md) - [Data Processing Agreement (SCC)](https://support.emarketeer.com/legal/scc.md) - [End User License Agreement (EULA)](https://support.emarketeer.com/legal/end-user-license-agreement-eula.md) - [Acceptable Use Policy (AUP)](https://support.emarketeer.com/legal/acceptable-use-policy.md) - [Governance, Risk and Compliance](https://support.emarketeer.com/legal/covernance-risk-and-compliance.md) - [Cloud Security Measures](https://support.emarketeer.com/legal/cloud-security-measures.md) - [Information Security Policy](https://support.emarketeer.com/legal/infromation-secirity-policy.md) - [Cookie Policy](https://support.emarketeer.com/legal/cookie-policy.md) - [Privacy Policy](https://support.emarketeer.com/legal/privacy-policy.md) - [eMarketeer's Statement on the Schrems II Ruling](https://support.emarketeer.com/legal/emarketeers-statement-on-the-schreem-ii-ruling.md) --- # Agent Instructions This documentation is published with GitBook. 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