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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
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Senders, campaigns, lists and forms.
- Read the email overviewYou can inspect aggregate indicators and open reports.
- Create an email contactThe contact is created or the existing record is reused.
- Search contacts and filter by status or listThe page shows contacts returned for the filters.
- Delete a contactThe record is deleted after confirmation and a successful API response.
- Import contacts by pasting a listValid addresses are processed and a summary is shown.
- Load a CSV for contact importThe CSV populates a reviewable list before import.
- Create a contact listThe new list becomes available for organizing contacts.
- Add selected contacts to a listSelected contacts become members of the list.
- Delete a list without deleting its contactsThe list is removed; contacts remain in the database.
- Create or edit a segmentSegment rules are saved for later use.
- Combine and remove segment conditionsThe segment combines rules using all or any matching.
- Filter a segment by statusThe condition becomes part of the rules.
- Filter a segment by emailThe condition becomes part of the rules.
- Filter a segment by nameThe condition becomes part of the rules.
- Filter a segment by sourceThe condition becomes part of the rules.
- Filter a segment by listThe condition becomes part of the rules.
- Filter a segment by attributeThe condition becomes part of the rules.
- Filter a segment by created dateThe condition becomes part of the rules.
- Check segment preview and countYou can assess the set matched by the rules.
- Delete a segmentThe saved segment is removed.
- Create or edit a capture webhookThe webhook is associated with the selected source and destination.
- Copy a capture URLYou obtain the incoming endpoint for that webhook.
- Configure fields sent by a formValid submissions populate the database and configured list.
- Pause or reactivate captureIncoming submissions are enabled or blocked.
- Inspect capture receiptsYou can inspect receipt count and timestamp.
- Delete a capture webhookThe address stops receiving submissions; previously captured contacts remain.
- Create a sender and domainThe sender is created for sending setup.
- Use your own Resend account for a senderThe sender uses its configured own-account credentials.
- Inspect and copy sender DNS recordsYou obtain the required domain records.
- Open DNS provider instructionsThe panel displays the selected provider guide.
- Configure records with CloudflareThe flow requests record creation and reports the result.
- Verify a sender domainYou request another verification and inspect the status.
- Delete a senderThe sender record is removed.
- Create a blank campaignA new draft is created.
- Create a campaign from a templateAn independent campaign receives a copy of the template.
- Filter campaigns and open the editorYou locate a campaign among loaded records.
- Duplicate a campaign as a draftThe copy is a new draft without inherited statistics or scheduling.
- Set campaign name, subject and senderCampaign identification and sending details are saved.
- Personalize the subject with a contact nameThe subject contains a marker for personalization during live sending.
- Configure a subject A/B testRecipients are distributed alternately between subjects.
- Choose a recipient list or segmentThe campaign is linked to one recipient source.
- Fill the plain-text versionThe plain-text version is stored separately from HTML.
- Switch between Visual and HTML editingBoth modes edit the same HTML content.
- Apply bold in the bodyFormatting is applied to the selection or paragraph.
- Apply italic in the bodyFormatting is applied to the selection or paragraph.
- Apply underline in the bodyFormatting is applied to the selection or paragraph.
- Apply heading in the bodyFormatting is applied to the selection or paragraph.
- Apply subheading in the bodyFormatting is applied to the selection or paragraph.
- Apply paragraph in the bodyFormatting is applied to the selection or paragraph.
- Apply align left in the bodyFormatting is applied to the selection or paragraph.
- Apply align center in the bodyFormatting is applied to the selection or paragraph.
- Apply align right in the bodyFormatting is applied to the selection or paragraph.
- Change text colorThe color is applied to selected text.
- Insert or edit a text linkThe text points to the entered URL.
- Insert an image into emailAn image with a public URL is inserted into HTML.
- Insert a header blockThe block is inserted into campaign content.
- Insert a divider blockThe block is inserted into campaign content.
- Insert a footer blockThe block is inserted into campaign content.
- Insert a button and set its destinationThe HTML receives a button pointing to the chosen destination.
- Insert the name variableThe marker stays in HTML for processing during live sending.
- Insert the email variableThe marker stays in HTML for processing during live sending.
- Insert the unsubscribe link variableThe marker stays in HTML for processing during live sending.
- Preview a campaign without sendingYou view the current HTML without sending the campaign.
- Send a real test emailThe system requests a real send to the test address.
- Send a saved campaign nowThe campaign enters the sending queue when eligible recipients exist.
- Schedule a saved campaignSending is scheduled for later processing.
- Delete a campaignThe campaign record is removed after a successful API response.
- Inspect system and personal templatesYou can distinguish the source and inspect template content.
- Create an email templateA reusable model is saved in the library.
- Edit a personal templateThe personal model is updated.
- Use a template in a new campaignThe system creates a new draft containing a copy of the model.
- Delete a personal templateThe personal template is removed from the library.
- Open a report and monitor sendingYou can monitor recorded campaign data.
- Interpret report countsYou inspect counts recorded by the system and provider.
- Interpret campaign ratesRates put the available counts in context.
- Search recipients and inspect failuresYou locate individual records and their errors.
- Compare A and B subjects in the reportYou compare calculated indicators for A and B.
- Create a manual-enrollment automationA paused automation is created for configuration.
- Change automation name and descriptionDetails and editor configuration are submitted for saving.
- Choose manual enrollment as the triggerThe trigger does not enroll contacts by watching a list or segment.
- Configure a list triggerAn active automation watches list membership.
- Configure a segment triggerAn active automation watches contacts matching current rules.
- Add a waiting periodThe step schedules continuation after the specified duration.
- Write email in an automation stepInline content is associated with the step.
- Use a template in a sending stepThe step references the selected template.
- Insert variables into automation emailMarkers are preserved for personalization when the step sends.
- Insert HTML blocks in an automation stepA ready-made fragment is inserted into step HTML.
- Add a flow conditionThe step decides whether to continue the sequence or end enrollment.
- Configure an automation condition by statusThe condition becomes part of the rules.
- Configure an automation condition by emailThe condition becomes part of the rules.
- Configure an automation condition by nameThe condition becomes part of the rules.
- Configure an automation condition by sourceThe condition becomes part of the rules.
- Configure an automation condition by listThe condition becomes part of the rules.
- Configure an automation condition by attributeThe condition becomes part of the rules.
- Configure an automation condition by created dateThe condition becomes part of the rules.
- Add, change and remove Condition-step rulesThe step’s rule list is updated.
- Reorder or remove stepsThe saved sequence uses the revised order.
- Activate a configured automationAutomation status changes to Active.
- Understand the current effect of PauseStatus changes and automatic list/segment enrollment is no longer selected.
- Enroll existing contacts by emailExisting contacts resolved by email are enrolled once.
- Enroll a segment’s current membersContacts matching now are enrolled, excluding existing enrollments.
- Inspect automation enrollments and progressYou inspect stored counters and active enrollments.
- Delete an automationThe automation is removed after a successful API response.
- Unsubscribe using a received emailA valid link lets you request unsubscribe from this sending account.