Help Centre / Marketing and Leads

Marketing and Leads

Use forms, email and customer tools to grow relationships.

Marketing and Leads

Create a lead-capture form

Build a focused form, choose a theme and ask only the questions needed for follow-up.

6 min

Marketing and Leads

Create an email campaign

Prepare a focused campaign, choose the right audience and complete a careful pre-send review.

6 min

Marketing and Leads

Search and review Contacts

Find a person and understand the journey that created the record.

5 min

Marketing and Leads

Build and publish a lead form

Create a short form for enquiries, applications or waiting lists.

5 min

Marketing and Leads

Choose an email campaign audience

Select appropriate contacts and avoid sending to the wrong people.

5 min

Marketing and Leads

Schedule and review an email campaign

Complete a pre-send check and choose the correct send time.

5 min

Marketing and Leads

Review campaign results and follow up

Use delivery and customer activity to improve the next campaign.

5 min

Marketing and Leads

Build a Consent-Ready Lead Capture Form

Use permission and customer context to define the form purpose, minimum fields, consent and response expectation, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Add Better Questions to a Selstack Form

Use permission and customer context to ask only questions that change qualification, routing or fulfilment, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Review and Organise New Leads

Use permission and customer context to prioritise by intent, preserve source context and assign the next action, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Create and Send an Email Campaign

Use permission and customer context to choose the audience, sender, useful message, destination and unsubscribe path, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Write a Welcome Email for New Subscribers

Use permission and customer context to confirm the signup, deliver promised value and explain future messages, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Choose a Useful Contact Segment

Use permission and customer context to group contacts by a meaningful source, need, purchase or engagement signal, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Configure Tracking for a Campaign

Use permission and customer context to add authorised tracking, respect consent and test one clear event path, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Follow Up With a New Lead

Use permission and customer context to reference the original request, answer one need and define stop conditions, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Handle Unsubscribe Requests Correctly

Use permission and customer context to honour the request promptly and keep transactional communication distinct, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

Measure Leads, Orders and Campaign Results

Use permission and customer context to compare journey stages and customer quality instead of relying on views alone, test the journey and define when follow-up should stop.

6 min

Marketing and Leads

List an Eligible Offer in Discover

Prepare the public offer, enable Discover visibility and verify how a customer reaches it from the main Selstack domain.

6 min