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Getting Started

Using the Dashboard

Getting to Know the Mailix Interface

New Account Setup Checklist

Lists & Subscribers

List and Subscriber Overview

Create a New List

Edit List Information

Add a Subscriber Manually

Import Subscribers

Export Subscribers

Manage and Edit Subscribers

Add and Remove Tags for Subscribers

Create and Manage Segments

Manage Fields in a List

Verify Email Addresses in a List

Email Campaigns

Email Campaign Overview

Create an Email Campaign

Select Lists and Segments for Recipients

Set Up the Campaign Sender and Content

Select and design an Email Template for a Campaign

Schedule a Campaign

Review and confirm before sending

Send a test email and preview

Pause, resume, resend, and archive a Campaign

Create an A/B Test Campaign

Email Templates

Email Template Overview

Create an Email Template

Design an Email with the Builder

Create an Email Template with Custom HTML

Copy, Rename, and Delete Email Templates

Automations

Automation Overview

Create a New Automation

Choose a Starting Condition

Design an Automation Workflow

Configure Email in a Workflow

Manage Subscribers in an Automation

View Automation Email Reports

Forms & Websites

Subscription Form Overview

Create a Subscription Form

Design a Form

Publish and Unpublish a Form

Connect a Form to a Website

Add and Connect a Website

Reports & Analytics

Read the Campaign overview report

Understand open rates and opens

Understand click rates and links

View the open and click map

View bounces, complaints, and unsubscribes

View and download Sending Logs

Read A/B Test reports

Read Automation email reports

Sending & Verification

Email sending setup overview

Add a sending server

Test a sending server connection

Set up a Sending Domain

Verify a sender

Set up a tracking domain

Add an email verification server

Manage the blocklist

Create and manage email signatures

Funnels & Sales

Funnel overview

Create and publish a Funnel

Create and design Funnel steps

Manage products in a Funnel

Set up a domain for a Funnel

Create a survey in a Funnel

Set up fulfillment and view sales

View Funnel reports

Account & Plans

Update your account profile

Update contact information

Change the interface language

Monitor quotas and credits

Manage your subscription plan

Update billing information

Change or cancel your subscription plan

Manage members and roles

Set up two-factor authentication

API, Integrations & Resources

Access the API and refresh an API token

Overview of the customer API documentation

Use Assets Manager

Troubleshooting

Dashboard numbers have not updated

Unable to create more Lists, Campaigns, or Subscribers

Subscriber import does not complete

Campaign cannot be sent

Unable to verify a domain or sender

A feature is missing from the menu

Form does not appear on the Website

Report numbers have not appeared

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Mailix Documentation

Welcome to the Mailix customer documentation. Use these guides to configure your account, manage contacts, create campaigns, and understand your results.

Start with the Dashboard guide, interface overview, or account setup checklist. Browse the sidebar for the complete guide.

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