A LITTLE GUIDANCE, ON SCREEN
Watch. Follow. Get going.
Short walkthroughs with the real product, clear steps, and captions.
GUIDE 01 · 0:38
Understand your email activity
Read opens, clicks, privacy fetches, and follow-ups.
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In Latest activity, search for Atlas. Open Maya's message to inspect the individual report.
Check the recipient and timeline: one likely-human open, no clicks. You can download a certificate for this message.
Now open Elena's privacy-protected event. The privacy fetch stays separate from likely-human engagement.
Open Email tracking and change the report period to seven days. The report updates to the selected window.
GUIDE 02 · 0:45
Create a personalized email campaign
Prepare contacts, merge fields, and review your launch.
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Create a campaign named Partner briefings. Check the sender and business details, then continue.
Add first-name and company fields with fallback text. Write the message, add a three-day follow-up, and continue to recipients.
Select Maya and Jon, then continue. Review the two recipients and the follow-up timing together.
Run preflight and read each result. This example needs sender setup before it can be launched.
Return to Campaigns to find the saved draft. Complete the flagged checks before approving a live send.
GUIDE 03 · 0:52
Share documents and request signatures
Choose a controlled link or a PDF signing workflow.
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Open Files and documents, select Tracked documents, and open the Atlas proposal.
Show the page thumbnails and select page two. Use the zoom controls to inspect the document.
Choose Create link to share and name the link. Disable downloads, add a watermark, then create it.
Copy the new viewer link to your clipboard.
Review Maya's existing session, pages viewed, and time on each page.
For signing, choose one person, upload the PDF, and enter the signer. Apply the starting layout, position the signature field, and add a note before sending.
GUIDE 04 · 0:38
Set up useful notifications
Choose the events and alert channels that fit your work.
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Enable email activity notifications and save the delivery settings. The event rules are now available.
Choose email for opens, desktop for clicks, and email for PDF views. Each selection saves immediately.
Show all eight rules to reveal the timed follow-up conditions.
Choose email for no reply and change the wait to forty-eight hours. This rule gives you a clear follow-up point.
Enable the daily campaign digest for a summary of completed campaigns.
GUIDE 05 · 0:38
Use Elite on your phone
Review activity in the mobile web dashboard.
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Open Elite in your phone's browser. The responsive dashboard gives you the same workspace and recent activity.
Open Latest activity and search for Atlas. Select Maya's message to view its report.
Scroll through the report to inspect the event and its classification. Check the time and message context together.
Use the menu to open Email tracking and change the date range. You can review the updated report from your phone.