Everything you need to know to get started with Outboxly — from your first email campaign to your first scheduled LinkedIn post, plus the research, brand voice, and approval workflow that powers both.
Go from zero to your first sent campaign in five steps. Each step takes just a few minutes.
Sign up with your email address. You'll receive a confirmation link — click it to verify your account and access your dashboard.
Go to Settings → Branding and enter your product name, sender name, sender email, tone of voice, and audience description. This powers AI-generated content throughout the app.
In Settings → Domain, add your sending domain and configure the SPF, DKIM, and DMARC records shown. This ensures your emails land in inboxes, not spam.
Head to Subscribers and click Import CSV to bring in your existing list, or add subscribers manually. Tag them during import for easy segmentation later.
Click Create Campaign, write your email (or let AI generate it), choose your audience, and hit Send. Congratulations — you're live!
Campaigns are the core of Outboxly — each one is a single email sent to a targeted audience. You can draft, schedule, A/B test, and track performance all from one place.
Write your email with the visual editor or let AI generate copy from a brief. Choose your audience (all subscribers or a saved segment), then send immediately or schedule for later.
Test up to four subject line variants. Outboxly splits your audience evenly and tracks open rates per variant so you can see what resonates.
Send to all subscribers, filter by tags or status, or select a saved segment. You can also build a one-off filter directly from the campaign editor.
Pick an exact date and time, or enable Smart Send to let the system choose the optimal time based on your audience's past engagement patterns.
Templates save you time by letting you reuse proven email layouts. Browse built-in templates or create your own from scratch, with AI, or by customizing an existing one.
A curated library of professional email templates — welcome emails, newsletters, promotions, and more. Use them as-is or customize with AI.
Describe the email you want and AI builds a complete template with subject line and body copy tailored to your brand profile.
Your subscriber list is the heart of your email marketing. Outboxly tracks each subscriber's status, tags, engagement score, and activity timeline.
Add subscribers one by one or import thousands via CSV. During import, map columns to fields and apply tags automatically.
Organize subscribers with tags (e.g. "vip", "trial", "webinar-attendee"). Store custom attributes as key-value pairs for advanced personalization.
Every subscriber receives an engagement tier — Hot, Warm, Cool, Cold, or Frozen — based on their open and click activity. Use tiers to target your most engaged readers or re-engage inactive ones.
Segments let you define reusable audience groups based on conditions like tags, status, signup date, or custom attributes. Use them to target the right people with the right message.
Combine multiple conditions with AND logic — e.g. tag equals "customer" AND created after January 2026 AND status equals "active".
See the subscriber count update in real time as you add or remove conditions, so you know exactly how many people will receive your campaign.
Sequences are automated email workflows — drip campaigns that send a series of emails on a schedule after a trigger event. Perfect for onboarding, nurture series, and re-engagement.
Add as many email steps as you need, each with a configurable delay (e.g. 1 day, 3 days, 1 week after the previous step).
Describe your automation goal and AI builds a complete sequence — trigger, email steps, delays, and copy — all based on your brand profile.
See which subscribers are enrolled, their current step, and completion status. Pause or resume sequences at any time.
Forms let you capture new subscribers directly from your website or a shareable link. Configure fields, enable double opt-in, and auto-tag new signups.
Create signup forms with custom fields — name, email, and any additional fields you need. Enable double opt-in to require email confirmation.
Each form gets a unique public URL you can share anywhere. Copy the embed snippet to drop the form into your website.
Automatically tag new subscribers when they submit a form — e.g. tag "webinar-signup" for everyone who registers through your webinar form.
The Analytics dashboard gives you a full picture of your email performance — from high-level metrics to per-campaign breakdowns and deliverability health.
See total sends, average open rate, click rate, and bounce rate at a glance. View trends over 7, 30, or 90 days.
Drill into individual campaigns to see opens, clicks, bounces, and top-clicked links. Compare campaigns side by side.
Monitor your domain health, bounce rates, spam complaints, and ISP reputation. Get alerts when deliverability dips.
Export any analytics view to CSV for reporting, sharing with your team, or importing into other tools.
The AI Agent autonomously analyzes your campaign data, detects engagement shifts, and drafts campaigns for your approval. It learns from your brand and improves over time.
The agent runs on a schedule, analyzing open rates, click patterns, and subscriber engagement. It surfaces actionable recommendations with confidence scores.
When the agent spots an opportunity (e.g. re-engage cold subscribers), it drafts a campaign and queues it for your approval. You review and send — or discard.
The agent groups subscribers into cohorts and compares engagement across them, helping you understand which segments are thriving or declining.
Based on behavior patterns, the agent recommends new segments you haven't created yet — like "highly engaged but never purchased".
Connect an RSS feed to automatically send new content to your subscribers. Perfect for blogs, podcasts, and news sites that want to turn every post into an email.
When a new item appears in your feed, Outboxly creates and sends a campaign automatically — no manual work required.
Configure how often the system polls your feed — from every hour to once a day. Duplicate items are automatically skipped.
Configure your account, brand, domain, team, billing, and automation preferences — everything that controls how Outboxly works for you.
Set your product name, sender name, sender email, brand tone, audience description, and logo. These settings power AI content generation across the app.
Add your sending domain and configure SPF, DKIM, and DMARC records. Monitor domain health and resolve deliverability issues.
Invite team members with role-based access — Owner, Admin, Editor, or Viewer. Control who can send campaigns, manage subscribers, or change settings.
View your current plan (Free, Pro, or Business), subscriber limits, email sending limits, and manage your Stripe subscription.
Control what the AI Agent can do autonomously — enable or disable auto-enrollment, configure agent schedules, and review agent permissions.
Create your free account and send your first campaign in minutes.
Social — Compose & Queue
Draft LinkedIn and Instagram posts manually or let the AI generate them from a brief. Posts move through a six-state approval queue with threaded comments and a full audit history.
Manual + AI compose
Write a caption yourself or hand the AI a brief and let it draft in your brand voice. Pick research chunks to ground the AI in real material — your own claims and data, not generic AI talking points.
AI image generation
One checkbox. Outboxly generates a brand-styled image (palette + mood pulled from your brand voice profile) and attaches it to the post. Regenerate any time you want a different render.
Six-state approval queue
Draft → Pending Approval → Approved → Scheduled → Published. Plus Failed and Rejected. Race-guarded transitions, threaded comments per post, and a full audit history of every state change.
Bulk operations
Select multiple posts in the queue and approve or delete them in one action. Failed-only filter to spot delivery problems quickly.
How to use social — compose & queue