SendFlow/Learn/Getting Started

What is SendFlow?

Understand SendFlow as a team-based Email and SMS campaign management platform.

On this page

Overview

SendFlow helps SendFlow teams keep audiences, campaign execution, sending setup, and delivery visibility organized inside one workspace instead of scattering setup and campaign work across disconnected tools.

Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.

What to manage

The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.

When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.

  • Keep audience data organized by groups, tags, and contact details.
  • Coordinate Email and SMS templates inside a shared workspace.
  • Manage sending services, domains, identities, and provider credentials.
  • Track usage and campaign activity after launch.

Review checklist

A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.

Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.

  • The workspace has clear admins and staff roles.
  • Audience and campaign naming are consistent.
  • Templates match the intended delivery channel.
  • Sending routes and logs are visible before launch.

Think in workspaces, not single sends

SendFlow works best when teams organize shared audience logic, content assets, routing, and post-send review inside the same workspace.