Quick start: form, campaign, and pipeline

This walks through the three things most people set up first, in the order that makes each one build on the last: a form that captures contacts, a newsletter campaign that emails them, and a CRM pipeline that tracks deals with them. By the end you'll have one contact who's been touched by all three modules.

1. Build a form (2 min)

1. Go to Forms in the sidebar, click New form, name it (e.g. "Contact us"), and click Create.
2. Click Add field and set it up — Type email, Label "Email", Maps to contact field email, and check Required.
3. Click Save form, then Publish.

Full walkthrough: Building a form. For embedding it on a real page rather than just testing the direct link, see Embedding a form.

2. Create a list and send a campaign (3 min)

1. Go to Newsletter, click New list, name it (e.g. "Product updates"), and click Create.
2. Add yourself as a test subscriber: open the list, click Add subscriber, and enter your own email.
3. Go to Campaigns, click New campaign, fill in Campaign name, Subject line, and pick the list you just created as Send to list, then click Create.
4. Click Add block, choose block type text, and write some HTML content.
5. Click Send and confirm.

Full walkthrough: Building a campaign. Note that a subscriber you add manually through the dashboard is added as already-confirmed — the double opt-in flow only applies to subscribers added via a public form or signup block.

3. Create a pipeline and a deal (3 min)

1. Go to CRM, click New pipeline, name it (e.g. "Sales"), and keep the default three stages (New / Won / Lost) or edit them, then click Create pipeline.
2. On the pipeline board, click New deal, search for the contact your form or newsletter list created, fill in a Deal name, and click Create deal.
3. Drag the deal card to a different stage to move it.

Full walkthrough: Pipelines and stages and Deals.

What you'll see

Open Contacts and click into the contact you used across steps 1–3 — the sidebar "The thread" panel shows Forms, Newsletter, and CRM all marked as touched, and the Activity feed lists the form submission, list subscription, and deal creation in order. This is the same view described in The unified contact record.

From here, Automation is the natural next step — e.g. tag a contact automatically when they submit that form, instead of doing it by hand.