Echo user guide

The chapters follow the order of the left-hand menu. Start with the first one, then read any chapter on its own.

Contents

1. Getting started: signing in, the layout of the app, the Dashboard, your profile, inviting teammates and roles.
2. Subscribers: the subscriber list and statuses, adding, importing, exporting, unsubscribing, deleting and forgetting.
3. Groups and segments: managing groups, building segments with filters, and sending emails to them.
4. Campaigns: creating a campaign, the editors, recipients, scheduling, A/B tests, templates and the File manager.
5. Reports: the tabs and numbers of a campaign report, links, locations, responses, exports and custom reports.
6. Automations: workflows with triggers and steps, testing, activating, pausing and the workflow report.
7. Integrations: API tokens, webhooks and checking deliveries.
8. Settings: default sender, company details, brand styles, sending domains, link tracking, subscribe and unsubscribe settings, and notifications.

For developers

The API and receiving webhooks are covered in the developer guide.