Portal guide overview

The portal is the workspace for marketers who prepare and send SMS campaigns without writing code. This guide explains what to click and what each part of the portal does.

Find the right article

1. Start with Getting started to sign in, accept an invite, and choose a workspace.
2. Open Broadcasts to build, estimate, launch, and manage a campaign.
3. Use Reports to filter results and export a CSV file.
4. Use People to upload and organise contacts.
5. Open Templates, Journeys, or Autoresponders for repeatable work.
6. Use Domains, Team, Billing, and Settings for account management.
7. Check the FAQ for short answers and links back to each procedure.

Each task article follows the portal from top to bottom. Numbered steps contain one action each. Troubleshooting at the end explains the most common missing controls and unexpected results.

API users

This Portal guide covers manual work. If you send messages from software, start with the developer docs quickstart for authentication, API keys, webhooks, and integrations.

Troubleshooting

1. Use the site search if you do not know which article contains a task.
2. Open Support if the guide does not answer your question.