# Mailrith User Documentation

> Step-by-step user help for Mailrith workspaces, subscribers, campaigns, automations, capture forms, AI writing, and team management.

Use these guides when answering product usage questions. Prefer the article-specific markdown links for feature instructions.

## Documentation Categories
- [Getting Started](https://mailrith.com/docs/category/getting-started.md): Create an account, learn how workspaces are organized, manage billing, and update the account settings that Mailrith workflows use. Includes 7 guides.
- [Subscriber Management](https://mailrith.com/docs/category/audience.md): Manage subscribers, CSV imports and exports, custom fields, tags, double opt-in, and dynamic segments. Includes 6 guides.
- [Forms & Landing Pages](https://mailrith.com/docs/category/capture.md): Build subscriber capture flows with forms, display formats, hosted landing pages, and public confirmation or unsubscribe pages. Includes 5 guides.
- [Privacy And Compliance](https://mailrith.com/docs/category/privacy-compliance.md): Review GDPR and CCPA help, set up consent workflows, and understand Subscriber privacy requests. Includes 2 guides.
- [Campaigns & Delivery](https://mailrith.com/docs/category/campaigns.md): Connect your email delivery service, build reusable templates, and send one-time broadcasts or time-based sequences to selected subscribers. Includes 11 guides.
- [Automation](https://mailrith.com/docs/category/automation.md): Build time-based email sequences, magic links, and multi-step visual automations that respond to subscriber behavior. Includes 3 guides.
- [AI Writing](https://mailrith.com/docs/category/ai.md): Connect AI providers, choose workspace defaults, draft campaigns and sequences, and review generated automation ideas before you use them. Includes 2 guides.
- [Team Management](https://mailrith.com/docs/category/administration.md): Invite team members and assign workspace-specific permissions to each collaborator. Includes 1 guides.

## Related Guide Pages
- [Email sending guides](https://mailrith.com/guides/index.html.md): Plain-language guide to planning, writing, testing, sending, and improving emails.

## User Guides
- [Sign-Up, Verification, and Access](https://mailrith.com/docs/sign-up-and-access.md): Mailrith separates account access from workspace permissions. This guide explains how to sign up, verify your email address, accept team invites, recover access, and identify blocked or limited access states.
- [Dashboard Overview](https://mailrith.com/docs/dashboard-overview.md): The dashboard is the starting point for each workspace. For new workspaces, the dashboard shows setup tasks to complete. For active workspaces, the dashboard shows subscriber growth, campaign activity, and automation status.
- [Workspaces](https://mailrith.com/docs/workspaces.md): Workspaces keep separate brands or clients isolated within one Mailrith account. Solo, Pro, Agency, and Agency add-ons define how much workspace room the account owner has.
- [Account Settings](https://mailrith.com/docs/account-settings.md): Settings separates your personal profile, security, and account controls from the selected workspace owner's billing and workspace API keys.
- [Billing and Plans](https://mailrith.com/docs/billing-and-plans.md): Billing shows your workspace plan, the limits included in the plan, where to start checkout, how Agency add-ons work, and where to manage an existing subscription.
- [API Keys and Authorized Apps](https://mailrith.com/docs/api-keys-and-authorized-apps.md): API keys and authorized apps control how outside systems access a workspace. This guide explains when to use each credential type, how to create credentials safely, and when to revoke access.
- [Zapier](https://mailrith.com/docs/zapier.md): Zapier connects Mailrith to thousands of other apps. This guide explains how to approve Mailrith access in Zapier, choose triggers and actions, and test a Zap safely.
- [Subscribers](https://mailrith.com/docs/subscribers.md): The Subscribers page is the main workspace for your Subscriber list. Use it to search Subscribers, filter Subscribers by status, run bulk actions, import and export CSV files, and review source-specific Subscriber history.
- [Subscriber Imports, Exports, and Bulk Actions](https://mailrith.com/docs/subscriber-imports-exports.md): Imports, exports, and bulk actions help you move and update large subscriber groups without editing each subscriber record manually. This guide explains how to prepare clean CSV files, map fields, monitor background import jobs, and avoid accidental broad changes.
- [Custom Fields](https://mailrith.com/docs/custom-fields.md): Custom fields define the shared data schema for your workspace. Create a custom field once, then use that field in subscriber records, forms, segmentation rules, automation conditions, and email merge variables.
- [Tags](https://mailrith.com/docs/tags.md): Tags are a fast way to categorize subscribers. Apply tags through imports, forms, automations, and magic links. Then use those tags as targeting filters anywhere you send email in Mailrith.
- [Double Opt-In](https://mailrith.com/docs/double-opt-in.md): Double opt-in helps prove that a Subscriber controls the email address they submitted. In Mailrith, you configure double opt-in on forms and landing pages so each signup path can have its own confirmation email, success experience, and saved privacy evidence.
- [Segments](https://mailrith.com/docs/segments.md): Segments define reusable subscriber rules that stay current without manual maintenance. Use segments to target broadcasts, filter sequence emails, and build complex nested conditions from simple building blocks.
- [Forms](https://mailrith.com/docs/forms.md): Forms collect subscribers directly into Mailrith. Combine email capture, custom field inputs, and tag assignment in one builder. Then embed the form on any website with a single code snippet.
- [Form Display Options](https://mailrith.com/docs/form-display-options.md): A form's display format controls how and when visitors see the form. This guide explains each format, embed code, HTML Code, overlay triggers, success behavior, reporting, and troubleshooting.
- [Landing Pages](https://mailrith.com/docs/landing-pages.md): Landing pages give campaigns a focused public page for signups, registrations, waitlists, downloads, or announcements. This guide covers page creation, block editing, styling, form capture, sharing, and reporting.
- [Public Subscriber Experience](https://mailrith.com/docs/public-subscriber-experience.md): Public subscriber pages and links are what subscribers see outside the logged-in app. This guide explains form submissions, confirmations, unsubscribe links, tracking events, and the checks to run before publishing.
- [Facebook Lead Ads](https://mailrith.com/docs/facebook-lead-ads.md): Facebook Lead Ads sync automatically brings Facebook lead form submissions into Mailrith. This guide explains Page connection, lead form setup, tags, sequences, older lead import, activity, and subscriber safety rules.
- [GDPR FAQ](https://mailrith.com/docs/gdpr-faq.md): This FAQ explains how Mailrith's GDPR consent tools work, how double opt-in relates to consent, when to ask existing Subscribers for consent, how to store proof, and how to handle Subscriber privacy requests.
- [CCPA: The California Consumer Privacy Act](https://mailrith.com/docs/ccpa-the-california-consumer-privacy-act.md): This article explains how CCPA and CPRA concepts can affect Mailrith customers, what Subscriber data may count as personal information, how Mailrith can help with access or deletion requests, and where to review Mailrith's DPA.
- [Email Delivery Connections](https://mailrith.com/docs/email-delivery-connections.md): You connect your own email delivery service. Mailrith then manages subscribers, campaigns, follow-up, and reports while that service sends the emails.
- [Set Up Amazon SES](https://mailrith.com/docs/setup-amazon-ses.md): Use Amazon SES when you want AWS-native sending with full control over your sending identity, regional configuration, and bounce tracking through SNS notifications.
- [Set Up Postmark](https://mailrith.com/docs/setup-postmark.md): Postmark is a strong choice for reliable transactional-style delivery. Connect Postmark to Mailrith with server and account tokens, optionally specify a message stream, and configure one webhook endpoint for event tracking.
- [Set Up SendGrid](https://mailrith.com/docs/setup-sendgrid.md): SendGrid connects to Mailrith with an API key. Configure the Event Webhook so subscriber statuses stay in sync when bounces or spam complaints occur.
- [Set Up Mailgun](https://mailrith.com/docs/setup-mailgun.md): Mailgun requires a verified sending domain, a sending key, and a matching API region. Choosing the wrong region is the most common setup error, so confirm the region before you save.
- [Set Up Resend](https://mailrith.com/docs/setup-resend.md): Resend is a simple option for sending email through an API. To connect Resend, add an API key, verify your sending domain, and configure one webhook endpoint. Mailrith uses the webhook endpoint to update subscriber statuses automatically after bounce and complaint events.
- [Set Up Brevo](https://mailrith.com/docs/setup-brevo.md): Brevo is a good choice when you already manage sender identities in Brevo. Connect Mailrith with an API key, use Brevo to deliver email, and use Mailrith to manage campaigns and target subscribers.
- [Set Up Custom SMTP](https://mailrith.com/docs/setup-custom-smtp.md): Use Custom SMTP when your email delivery service is not one of Mailrith's built-in options and supplies standard SMTP login details. Enter the server host, port, security mode, and login details to connect it.
- [Email Editor](https://mailrith.com/docs/email-editor.md): The email editor is used for broadcasts, sequences, templates, automations, notifications, and confirmation emails. This guide explains how to build email content and review the message before subscribers receive it.
- [Email Templates](https://mailrith.com/docs/email-templates.md): Email templates are your shared content library. Build structural layouts once, then reuse those layouts as starting points for broadcasts and sequence emails across your workspace.
- [Broadcasts](https://mailrith.com/docs/broadcasts.md): Use broadcasts for newsletters, product launches, announcements, and any message you send once to selected subscribers. Compose, target, test, and send or schedule the campaign in one workflow.
- [Sequences](https://mailrith.com/docs/sequences.md): Sequences send a series of emails over time as subscribers move through the steps. Use sequences for onboarding, nurture campaigns, and educational content that should be sent over days or weeks.
- [Magic Links](https://mailrith.com/docs/magic-links.md): Magic links turn one email click into a subscriber action. A click can add or remove tags, enroll the subscriber in sequences, and redirect or confirm the subscriber without requiring a form submission.
- [Automations](https://mailrith.com/docs/automations.md): Automations turn subscriber events into automatic responses. A trigger starts the flow, and each branch can send emails, update tags, fire webhooks, or enroll subscribers in sequences without manual work.
- [AI Connections](https://mailrith.com/docs/ai-connections.md): AI connections let Mailrith draft content with your own provider account. This guide explains providers, API key and OAuth setup, workspace assignments, default models, connection statuses, and repair flows.
- [AI Writing](https://mailrith.com/docs/ai-writing.md): AI writing creates drafts, not final sends. This guide explains where AI appears, how to write a clear brief, how to preview generated content, when replacement confirmations appear, and how to repair provider failures.
- [Team Members](https://mailrith.com/docs/team-members.md): Team Members gives you detailed control over which workspaces each person can access and what each person can do in those workspaces, without granting broad access to everything.