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Self-serve help
Quick private-preview guides for getting started, reviews, files, billing, support, data handling, and common troubleshooting.
Getting started
Use the guided trial to choose demo data or a real work path.
Updated Jul 14, 2026
Campaign setup
Create a campaign through guided setup or templates.
Updated Jul 14, 2026
Reviews and client portal
Package selected work for stakeholder review.
Updated Jul 14, 2026
Feedback and support
Use support when you need help getting unstuck.
Updated Jul 14, 2026
Private preview
Know what data to avoid while the app is in private preview.
Updated Jul 14, 2026
Getting started
Use the guided trial to choose demo data or a real work path.
Updated Jul 14, 2026
Billing and plans
Understand what paid beta means and what remains manual.
Updated Jul 14, 2026
Private preview
Review hosted readiness before inviting private preview testers.
Updated Jul 14, 2026
Private preview
A simple first-session guide for private preview testers.
Updated Jul 14, 2026
Private preview
Understand when to load demo data and how to clear it safely.
Updated Jul 14, 2026
Campaign setup
Create a campaign through guided setup or templates.
Updated Jul 14, 2026
Tasks and content
Understand the difference between tasks, content, and assets.
Updated Jul 14, 2026
Reviews and client portal
Package selected work for stakeholder review.
Updated Jul 14, 2026
Reviews and client portal
Invite external reviewers without confusing them with workspace members.
Updated Jul 14, 2026
Feedback and support
Use feedback to improve the product, not to request direct help.
Updated Jul 14, 2026
Feedback and support
Use support when you need help getting unstuck.
Updated Jul 14, 2026
Billing and plans
Understand Stripe test mode, disabled checkout, and plan sync.
Updated Jul 14, 2026
Billing and plans
Understand pricing and billing during private preview.
Updated Jul 14, 2026
Data and privacy
Export safe workspace data and understand current lifecycle limits.
Updated Jul 14, 2026
Private preview
Know what data to avoid while the app is in private preview.
Updated Jul 14, 2026
Troubleshooting
Check sender configuration, suppression, and manual send state.
Updated Jul 14, 2026
Troubleshooting
Check storage readiness and safe file upload fallback behavior.
Updated Jul 14, 2026
Billing and plans
Understand private-preview plan limits and upgrade prompts.
Updated Jul 14, 2026
Reviews and client portal
Understand what client portal and review links are designed to expose.
Updated Jul 14, 2026