Marketing, Communications, Forms, and Inbox

Marketing Contacts Overview

Learn how to marketing Contacts Overview in Topo, including members versus Subscribers.

Updated 11 days ago

Import and Manage Subscribers

Learn how to import and Manage Subscribers in Topo, including add subscriber.

Updated 11 days ago

Build a Segment

Learn how to build a Segment in Topo, including name, description, refresh cadence, member/subscriber conditions, left-to-right evaluation, live preview, tags versus segments.

Updated 11 days ago

Send a Broadcast

Learn how to send a Broadcast in Topo, including audience lists/segments.

Updated 11 days ago

Create a Sequence

Learn how to create a Sequence in Topo, including scope, trigger, wait/email/form/filter/tag/promotion/goal steps, testing mode, dry runs, activation requirements, manual enrollment, reports.

Updated 11 days ago

Test a Sequence Before Activation

Learn how to test a Sequence Before Activation in Topo, including dry run behavior.

Updated 11 days ago

Create and Publish a Form

Learn how to create and Publish a Form in Topo, including title, slug, description, intro email, thank-you copy, fields, validation, preview, publish, slug lock, archive.

Updated 11 days ago

Send a Form to a Segment

Learn how to send a Form to a Segment in Topo, including choose segment.

Updated 11 days ago

Review Form Submissions

Learn how to review Form Submissions in Topo, including submissions list.

Updated 11 days ago

Configure Referrals

Learn how to configure Referrals in Topo, including program on/off.

Updated 11 days ago

Apply, Dismiss, or Restore a Referral Reward

Learn how to apply, Dismiss, or Restore a Referral Reward in Topo, including pending/fulfilled/dismissed.

Updated 11 days ago

Configure Promotions

Learn how to configure Promotions in Topo, including code/manual/automatic modes.

Updated 11 days ago

Understand the Inbox

Learn how to understand the Inbox in Topo, including shared support conversations.

Updated 11 days ago

Use AI Draft Replies in the Inbox

Learn how to use AI Draft Replies in the Inbox in Topo, including aI drafts grounded in Help Docs.

Updated 11 days ago

Create and Edit Email Templates

Learn how to create and Edit Email Templates in Topo, including template categories.

Updated 11 days ago

Configure Email Delivery

Learn how to configure Email Delivery in Topo, including transactional versus authored email.

Updated 11 days ago

Sync Contacts to Mailchimp

Learn how to sync Contacts to Mailchimp in Topo, including aPI key.

Updated 11 days ago