Tips & Keyboard Shortcuts

General Tips

• Use the sidebar collapse toggle to maximize your workspace on smaller screens.
• The Tasks badge in the sidebar shows your pending count — check it regularly.
• Use contact groups to organize prospects by campaign, industry, or funnel stage.
• Save as Draft frequently when building complex cadences or campaigns.
• Use the 'Preview Deletion Impact' feature before any permanent delete.

Campaign Tips

• Clone successful campaigns as starting points for new ones.
• Use the per-step analytics to identify which emails in your cadence perform best.
• Start with small test campaigns before scaling to larger lists.
• Monitor bounce rates — high bounce rates damage your sender reputation.

Template Tips

• Always set fallback values for variables to handle missing contact data.
• Use spintax for subject lines to improve deliverability across large campaigns.
• Keep subject lines under 60 characters for better mobile display.
• Preview your template before using it in a cadence to check variable resolution.