Email Marketing
Email marketing that respects consent, attribution, and tenant boundaries.
Connect the platform to your preferred email marketing tools to run onboarding sequences, reactivation campaigns, specialist recruitment, and organization adoption - without building a separate data pipeline from scratch.
How it works
A streamlined process designed for efficiency and control
Integrate with your preferred email marketing providers using native or API connections
Configure event-driven triggers based on real platform lifecycle events
Sync only what's allowed by consent state and privacy policies
Build segments for customers, specialists, organizations, and affiliates
Monitor deliverability and compliance across all tenants and brands
Core capabilities
Enterprise-grade features for complex operational needs
Native Integrations
Connect with popular email marketing providers like Mailchimp, SendGrid Marketing Campaigns, and more out of the box.
API & Webhook Connectors
Flexible integration patterns for custom stacks using API endpoints and webhook-based event delivery.
Tenant-Aware Connections
Configure separate connections per brand or tenant so lists, credentials, and sending domains stay isolated.
Lifecycle Events
Trigger campaigns on account creation, onboarding completion, first booking, first session, and churn risk markers.
Relationship Events
Track matched to specialist, message started, session attended, and other relationship milestones for nurture campaigns.
Commercial Events
Sync paid plan started, invoice paid, commission earned, and other transaction signals for revenue-focused sequences.
Portal-Specific Segments
Create distinct segments for customers, specialists, org admins, and affiliates with appropriate targeting rules.
Preference Management
Support subscription categories (marketing vs operational) with granular preference centers for each user type.
Double Opt-In Patterns
Configure double opt-in flows where required by regulation, with consent capture linked to what gets synced.
Unsubscribe Propagation
Respect global and category-level unsubscribes across all connected providers and campaigns.
Domain Alignment
Configure sender domains per brand/tenant for improved deliverability and brand trust signals.
Template Governance
Maintain brand-safe templates with localization readiness and approval workflows for consistent messaging.
Rate Limits & Throttling
Protect deliverability with configurable rate limits that respect email provider constraints and avoid reputation damage.
Audit-Friendly Logs
Track what was triggered and sent without exposing private content, supporting compliance and troubleshooting.
Built for scale and precision
Our advanced capabilities are designed for organizations that need granular control, sophisticated workflows, and enterprise-grade reliability.
Use cases
See how different organizations leverage this capability
Customer Onboarding
Educate new customers with automated sequences covering how to book, prepare for sessions, and get the most from the platform.
Specialist Activation
Drive specialists to complete their profile, get verified, and accept their first bookings with targeted nudge campaigns.
Organization Adoption
Help org admins invite their teams, configure policies, and reach full platform adoption with progressive onboarding emails.
Reactivation Campaigns
Win back dormant users with personalized reactivation sequences based on their last activity and relationship history.
Multi-Brand Marketing
Run separate campaigns per tenant with isolated lists, branding, and sender domains while managing centrally.
Compliance-First Campaigns
Execute GDPR and consent-compliant marketing with double opt-in, preference management, and auditable consent records.
Why choose this capability
Ready for lifecycle marketing that stays compliant?
Talk to us about integrating your email provider(s) with tenant-aware segmentation, event-driven triggers, and consent controls.