Marketing docs
Marketing
Email marketing, journeys, lead capture, and audiences for small businesses.
Getting started
4- OverviewThe shared Marketing and Analytics home page opens on your form-submission trend, a Pipeline of six KPIs, a campaign activity table, and a content-pipeline summary, and every tile links into the surface behind it.
- From addressesFrom addresses are the verified sender addresses your campaigns send from. You manage them in Settings, under Sending: each one is a local part on your verified sending domain, and one is always the default.
- Plan and usageThe Plan and usage settings page shows your current tier, this month's usage against your live allowances, and a full comparison of every tier, and it covers both Marketing and Analytics.
- Sending domainYour sending domain is the verified subdomain, for example send.yourcompany.com, that every campaign and journey email sends from. Marketing shows its status, but you add and verify the domain once for your whole Mercleo account in Account settings.
Analytics
4- Analytics overviewThe Overview dashboard reports traffic across every site on your workspace for a chosen period: stat tiles, a multi-metric chart, and breakdown cards for audience, acquisition, content, geography, journeys, and engagement.
- RealtimeThe Realtime view shows live activity from the last 30 minutes across all your sites: live visitors, pageviews, sessions, and events, plus the most active pages, top referrers, and a feed of the most recent events.
- Site healthSite health reports how fast your sites load (Core Web Vitals) and the JavaScript errors visitors hit, from Settings → Sites. Both read events the tracking snippet already collects.
- SitesA site is a domain you register in Analytics to get a unique tracking snippet, install it, and see whether events are actually arriving.
Audiences
2- AudiencesAudiences are reusable, named groups of contacts you build once and pick from the Recipients step when sending a campaign. Each one wraps either a saved contact list or a segment filter, and resolves either dynamically on every send or as a frozen point-in-time snapshot.
- SegmentsA segment is a filter that selects contacts by their fields or their activity. You build it as a list of conditions joined by AND or OR, and a live preview shows who matches as you edit.
Campaigns
4- CampaignsA campaign is one email blast to a chosen audience. You build it in a five-step composer, then save it as a draft, schedule it, or send it now. A campaign stays editable until it sends; after that it becomes a read-only record with delivery metrics.
- ComposerThe composer is where you write a campaign's email and set how it sends. Use the Content step for the block editor, brand kit, and test sends, and the Setup step for the sender address, reply-to, CC/BCC, and tracking.
- Email templatesTemplates save an email design, subject line, preheader, and brand kit as a reusable starting point for campaigns. You build them under Templates, and apply them when you create a campaign or snapshot a campaign you have already designed.
- RecipientsThe Recipients step of the campaign composer decides who a campaign goes to. Pick a saved audience, select contact tags, or build a one-off filter; a live preview shows the contacts that match.
Consent & cookies
3- Consent bannerCustomize the cookie consent banner your visitors see, its copy, button labels, colours, font, and position, from a per-site editor that applies on the visitor's next page load.
- Cookie scanThe cookie scan shows the third-party cookies and embeds Analytics detected on your site, each matched to a vendor and consent category, so you can see what is tracking visitors you have not yet gated.
- Script catalogThe script catalog registers the third-party scripts on your site and assigns each one a consent category, so your consent script can gate them until a visitor grants the matching category.
Content & brand
3- Asset libraryThe asset library is the shared image store behind your emails. You upload images from an image block while composing, and Marketing optimizes, deduplicates, and stores them so you can browse and reuse them across campaigns and templates.
- Brand kitsA brand kit stores your logos, colours, and fonts in one place so campaigns and templates share a consistent look. Each kit holds up to 24 logos with light and dark variants, four named colours, and body and heading fonts.
- Content pipelineThe content pipeline lets you plan and schedule items, emails, blog posts, social, video, landing pages, through a status workflow that runs from Idea to Published. View the pipeline as a board, list, calendar, or month grid.
Conversions
2- GoalsGoals turn a page visit or a custom event into a conversion definition, authored in Settings and read on the Goals tab under Conversions, evaluated fresh against your events every time you open it.
- Paid campaignsPaid campaigns attributes website traffic to the ad platform that sent it, from the click IDs the tracking snippet already captures, with conversions once you have an active goal.
Deliverability & compliance
3- Compliance footerEvery marketing email carries a compliant footer with your business name, postal address, and an unsubscribe link. If your design does not include one, a minimal footer is appended automatically before the email goes out.
- Delivery trackingEvery campaign send records what happens to each individual email, delivered, opened, clicked, bounced, or complained, on a per-recipient audit table on the campaign detail page.
- SuppressionsAn email address is suppressed automatically when it hard bounces, generates a spam complaint, or unsubscribes, and every future send skips that address account-wide, with no action from you.
For subscribers
2- Email preferencesThe email preferences page lets you choose what email you receive from a sender by toggling marketing emails on or off. You open it from a link in an email's footer, and no sign-in is required.
- UnsubscribingStop receiving marketing emails from a sender by using the unsubscribe button in your inbox or the unsubscribe link in the email footer. The inbox button applies at once; the footer link asks you to confirm first.
Journeys
3- EnrollmentsEvery contact who enters a journey becomes an enrollment. Track its progress and status from the journey's page, and enroll contacts by hand from the Enroll sheet.
- Journey builderThe journey builder is a canvas where you wire a contact's path through ten step kinds, from sending an email to splitting traffic for an A/B test, then save or publish the graph.
- JourneysA journey is a multi-step automation that enrolls contacts and moves them through sends, waits, and branches over time. You create one by naming it and choosing how contacts get in: manually, from a list, from a form, from a tag, or from a named platform event.
Lead capture
4- Form funnelsThe Form funnels report shows how visitors move through every form on your tracked pages: views, starts, submits, and abandons, with a completion rate per form.
- Form typesForm types are reusable labels you create to classify the forms Marketing detects on your sites. Manage them under Lead settings, then apply them to individual forms to keep your catalog organized.
- Lead formsMarketing discovers the forms on your site for you. Classify each one, watch its funnel, and turn on capture to map its fields to a Reach contact when it's submitted.
- SubmissionsThe Submissions inbox lists every captured form submission across your sites, newest first. Filter by status, search by email, and expand any row to see the decrypted field values and the Reach contact it created.