SendPulse Platform Help

Help the user with SendPulse platform questions — email marketing, Automation 360 (multichannel workflows), chatbot builder (WhatsApp, Instagram, Telegram, Facebook, Viber, TikTok), CRM (pipeline, deals, contacts), online course builder (EDU), website/landing page builder, web push notifications, SMS campaigns, Viber campaigns, SMTP/transactional email, pop-ups/forms, email verifier, and API integration.

Step 1 — Gather context

Ask the user:

Which SendPulse feature are you working with?
- A) Email marketing — campaigns, templates, A/B testing
- B) Automation 360 — multichannel workflows
- C) Chatbots — WhatsApp, Instagram, Telegram, Facebook, Viber, TikTok
- D) CRM — deals, pipeline, contacts
- E) Online courses (EDU) — course creation, lessons, students
- F) Website / landing page builder
- G) Web push notifications
- H) SMS campaigns
- I) Pop-ups and subscription forms
- J) SMTP / transactional email
- K) API integration
- L) Not sure / multiple areas
What's your role?
- A) Marketing manager or email marketer
- B) Business owner or solopreneur
- C) Course creator or educator
- D) Developer integrating SendPulse
- E) Agency managing multiple clients
- F) Sales rep using CRM
What are you trying to accomplish?
- A) Set up and send email campaigns
- B) Build automated workflows (Automation 360)
- C) Create chatbot flows for a messaging platform
- D) Manage sales pipeline and deals
- E) Create and sell an online course
- F) Build a landing page or website
- G) Set up web push or SMS campaigns
- H) Integrate SendPulse with other tools via API
- I) Improve deliverability or verify emails
- J) Something else — describe it

Step 2 — Route or answer directly

If the question is about strategy rather than SendPulse-specific configuration, route to the appropriate skill:

Email marketing strategy → /sales-email-marketing
Chatbot strategy across platforms → /sales-chatbot
SMS marketing strategy → /sales-sms-marketing
Push notification strategy → /sales-push-notification
Funnel/landing page strategy → /sales-funnel
Course/membership strategy → /sales-membership
Audience growth strategy → /sales-audience-growth
Transactional email strategy → /sales-transactional-email
Email deliverability → /sales-deliverability
Tool integrations → /sales-integration

If the question is SendPulse-specific, answer directly using the reference below.

Step 3 — SendPulse platform reference

Email Marketing

SendPulse's core feature — opt-in email campaigns.

Campaign creation

Drag-and-drop editor — visual builder with blocks for text, images, buttons, social links, video, countdown timers
130+ templates — pre-designed responsive templates by industry and use case
AMP emails — interactive email content (carousels, accordions, forms inside emails)
Personalization — merge tags for name, location, DOB, custom fields
Segmentation — filter by gender, location, interests, activity, custom fields; static and dynamic segments
A/B testing — test subject lines, sender names, content; auto-send winner
Resend to unopened — automatically resend to non-openers with different subject line
Subscriber rating — internal engagement scoring (1-5 stars) based on opens/clicks

List management

Mailing lists — create multiple lists, import contacts (CSV, copy-paste, API)
Subscription forms — embedded, pop-up, floating forms with customizable fields
Double opt-in — configurable confirmation emails
Unsubscribe management — one-click unsubscribe, reason collection
Blacklist — global suppression list across all lists

Analytics

Campaign stats — opens, clicks, bounces, unsubscribes, spam complaints, geo/device data
Click maps — visual heatmap of link clicks within an email
Google Analytics integration — UTM parameter auto-tagging

Automation 360

Multichannel automation engine — the differentiator that ties all SendPulse channels together.

Visual flow builder — drag-and-drop workflow editor with branching logic
Multichannel steps — single flow can send email + SMS + web push + chatbot message + Viber
Triggers — contact added, event fired, date/anniversary, webhook, form submission, purchase
Conditions — if/else branching on contact fields, engagement, segment membership, time
Filters — segment contacts within a flow by any field or behavior
Goals — track conversion events within a flow (e.g., purchase, page visit)
Wait steps — delay by time, until condition met, or until specific date
CRM actions — create/update deals, move pipeline stages, assign team members from within flows
Ready-made templates — pre-built flows: welcome series, abandoned cart, re-engagement, birthday
Flow statistics — per-element analytics: sends, opens, clicks, conversions for each step

Chatbot Builder

Create automated chatbot flows across 7 messaging platforms.

Supported platforms

WhatsApp — via WhatsApp Business API (24-hour messaging window, template messages outside window)
Instagram — DM automation, story replies, comment triggers
Facebook Messenger — automated flows, persistent menu, quick replies
Telegram — bot builder with buttons, commands, inline keyboards
Viber — chatbot flows with rich messages
TikTok — DM automation (newer feature)
Live Chat — website chat widget with automated + live agent flows

Features

Visual flow builder — same drag-and-drop builder as email automations
Triggers — keywords, buttons, subscriptions, external events via API
Variables — collect and store user data within chat flows
ChatGPT integration — AI-powered responses within chatbot flows
Bulk messaging — send to all subscribers or segments
Live chat handoff — transfer from bot to human agent
Subscription widgets — embed chatbot signup on websites
Tags and segmentation — organize chatbot subscribers by behavior/interest

CRM

Built-in sales CRM — not a standalone CRM product, but integrated with all SendPulse channels.

Pipeline management — customizable stages (e.g., New → Qualified → Proposal → Won/Lost)
Deal cards — amount, stage, expected close date, assigned rep, custom fields
Contact cards — unified view of all interactions across email, chat, SMS, push
Auto-deal creation — trigger deal creation from automation flows, chatbot actions, or form submissions
Task management — assign tasks to team members with due dates
Filters and views — filter deals by stage, amount, date, assigned rep
Communication from CRM — send email/SMS/chat directly from a contact or deal card
Team collaboration — user roles and permissions, deal assignment

Online Course Builder (EDU)

Create, market, and sell online courses within SendPulse.

Course structure — modules, lessons, quizzes, assignments
Lesson types — text, video (embed or upload), audio, PDF, infographics
Monetization — accept payments via Stripe, PayPal, MercadoPago; set pricing per course
Student management — enrollment, progress tracking, completion certificates
Communication — lesson comments, Q&A, notifications via email/SMS/chatbot/push
Access control — free, paid, drip (time-released), or completion-gated lessons
CRM integration — student contacts auto-added to CRM, deal created on enrollment
Marketing integration — promote courses via email campaigns, automations, chatbots, pop-ups

Website / Landing Page Builder

Drag-and-drop builder — blocks for text, images, forms, buttons, video, countdown, payment
Templates — pre-designed landing pages, online store pages, bio link pages
Online store — product catalog, cart, checkout with Stripe/PayPal
Bio link pages — multi-link pages for social media profiles
Custom domains — connect your own domain
SEO tools — meta titles, descriptions, Open Graph tags
Analytics — Google Analytics integration, built-in visitor tracking
Form integration — forms auto-connect to SendPulse mailing lists

Web Push Notifications

Browser push — Chrome, Firefox, Safari, Edge, Opera
Subscription prompt — customizable opt-in widget with timing control
Segmentation — by browser, OS, location, subscription date, custom tags
Automation — trigger pushes from Automation 360 flows
Scheduling — immediate, scheduled, or time-zone optimized
Rich push — images, action buttons, custom icons
Offline delivery — queued until user comes online
API — programmatic sending via REST API

SMS Campaigns

Global delivery — 1,000+ mobile operators worldwide
Sender ID — display company name (where supported by carrier)
Personalization — merge tags for recipient name, custom data, verification codes
Scheduling — bulk send, recurring, or trigger-based via Automation 360
Analytics — delivery rates, click tracking (with shortened URLs)
API — send transactional and marketing SMS programmatically
Pricing — pay-per-SMS, rates vary by country

Viber Campaigns

Rich messages — images, buttons, text up to 1,000+ characters
Scheduling — send immediately or schedule
Message lifetime — set delivery attempt window; SMS fallback if Viber fails
SMS fallback — automatically resend via SMS if Viber delivery expires
Integration — use in Automation 360 flows as a channel step

SMTP / Transactional Email

SMTP relay — send transactional emails via SendPulse's infrastructure
Dedicated IPs — available on paid plans for sender reputation control
SPF/DKIM — domain authentication support
Templates — Handlebars-style templates for transactional emails
Tracking — opens, clicks, bounces, deliveries
Webhooks — delivery status, opens, clicks, bounces, unsubscribes
API — send transactional email via REST API with attachments and templates

Pop-ups & Forms

Types — modal pop-up, floating bar, slide-in, fullscreen, embedded form
Templates — pre-designed by industry and use case
Triggers — exit intent, scroll depth, time delay, click, page URL
A/B testing — test pop-up variants
NPS survey widget — Net Promoter Score collection
Social media widget — floating panel with social buttons
Integration — subscribers auto-added to mailing lists, trigger automations

Email Verifier

Single verification — check one email address
Bulk verification — upload a list (CSV) for batch verification
Status types — valid, invalid, unknown, disposable, role-based
Integration — verify on form submission via API, clean lists before campaigns
Credits — included in plan (100 on Standard), additional credits purchasable

Data model

Object	Key fields	Notes
Mailing list	id, name, all_email_qty, active_email_qty	Container for contacts
Contact	email, phone, name, variables, tags, status	Shared across email, SMS, CRM
Campaign	id, name, subject, sender, status, stats	Email campaign with analytics
Automation	id, name, status, created, statistics	Automation 360 flow
Deal	id, name, amount, stage, contact, assignee	CRM deal with pipeline stage
Chatbot subscriber	id, platform, variables, tags	Per-platform chatbot contact
Course	id, name, status, students_count, revenue	EDU course with enrollment data
Web push subscriber	id, browser, os, location, tags	Browser push subscriber

API quick reference

Action	Method	Endpoint	Notes
Get access token	POST	`/oauth/access_token`	Client ID + Secret → token (1hr)
List mailing lists	GET	`/addressbooks`	All contact lists
Create campaign	POST	`/campaigns`	Send or schedule email
Get campaign stats	GET	`/campaigns/{id}`	Opens, clicks, bounces
Add contact	POST	`/addressbooks/{id}/emails`	Add to mailing list
Send SMTP email	POST	`/smtp/emails`	Transactional email
Send SMS	POST	`/sms/send`	Single or bulk SMS
Create automation	POST	`/flows`	Automation 360 flow
Manage chatbot	Various	`/messenger/...`	Platform-specific endpoints
CRM deals	Various	`/crm/deals`	Create, update, list deals
Courses	Various	`/edu/...`	Course and student management
Web push	POST	`/push/tasks`	Send push notification
Verify email	POST	`/verifier`	Single email verification
Webhooks	Various	`/webhooks`	Create, list, delete

Base URL: https://api.sendpulse.com Auth: OAuth 2.0 (POST /oauth/access_token with client_id + client_secret → bearer token, 1hr expiry) or static API key Rate limits: Free: 1K req/min, 500K/day · Standard: 2K/min, 1M/day · Enterprise: 3K/min, 3M/day SDKs: PHP, Python, Ruby, Java, Node.js, C#, Go MCP Server: sendpulse/mcp-server on GitHub

See /sales-sendpulse/references/sendpulse-api-reference.md for the full API reference.

Integrations

Integration	Type	What it does
Shopify	Native	Sync contacts (email + phone), display pop-ups on Shopify pages
WooCommerce	Plugin	Sync customer data (email, name, phone, company, city, state, country) to mailing lists
WordPress	Plugin	Add subscription forms, sync new subscribers to mailing lists
OpenCart	Native	Sync customer data to SendPulse
Stripe	Native	Accept course payments, website store payments
PayPal	Native	Accept course payments, website store payments
MercadoPago	Native	Accept course payments (LatAm)
Zapier	Connector	5,000+ app connections, triggers on new contacts/campaigns/deals
Make	Connector	Advanced automation workflows with SendPulse as source/destination
Google Analytics	Native	UTM auto-tagging for campaigns, website tracking

Step 4 — Actionable guidance

For email campaigns

Import or build your mailing list (CSV import, subscription form, or API)
Set up sender authentication — verify sender email, configure SPF/DKIM for your domain
Choose a template or build from scratch with the drag-and-drop editor
Personalize with merge tags and segment your audience
Set up A/B test (subject line or content) if sending to 1,000+ contacts
Schedule or send immediately; enable "resend to unopened" for important campaigns
Review analytics: opens, clicks, bounces, click map

For Automation 360

Choose a trigger — contact added to list, custom event, date, form submission
Build the flow — add email/SMS/push/chatbot steps with delays and conditions
Use if/else conditions to branch based on engagement (opened email? clicked link?)
Add CRM actions — create deals, update stages from within the flow
Set goals — define conversion events to measure flow effectiveness
Test with a sample contact before activating
Monitor per-element statistics and optimize

For chatbots

Choose a platform (WhatsApp, Instagram, Telegram, Facebook, Viber, TikTok)
Connect your business account (WhatsApp requires Business API approval)
Build a flow with the visual builder — greeting, menu, FAQ, lead capture
Set up keyword triggers and button responses
Configure live chat handoff for complex queries
Add tags to segment subscribers by interest or behavior
Use Automation 360 to trigger chatbot messages from email/CRM events

For online courses

Create a course — set name, description, pricing, access type (free/paid/drip)
Build modules and lessons — add text, video, audio, PDF content
Configure payment (connect Stripe/PayPal)
Set up enrollment automation — welcome email, progress reminders via Automation 360
Promote via email campaigns, chatbots, pop-ups, or landing pages
Monitor student progress and completion rates
Use CRM to track course-related deals and student lifetime value

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

Free plan limitations are strict — 500 contacts, 15K emails/mo, 3 chatbots, basic automation only. Users hitting these limits need to upgrade. Don't recommend advanced automation or large-scale sending on the free plan.
WhatsApp requires Business API approval — connecting WhatsApp to SendPulse chatbots requires WhatsApp Business API access (Meta verification). This can take days/weeks. Users asking about WhatsApp chatbots should start the approval process early.
Automation 360 flow limits are plan-dependent — Standard: 5 flows, 50 elements per flow. Pro and Enterprise have higher/unlimited limits. Complex multichannel workflows may require Pro+.
SMS pricing is per-message, not included in plan — email plans don't include SMS credits. SMS is billed separately per message, with rates varying by country. Budget separately for SMS campaigns.
Course builder payments depend on external gateways — SendPulse doesn't process payments directly; you must connect Stripe, PayPal, or MercadoPago. If none of these work in the user's region, course monetization may be limited.

Step 5 — Related skills

/sales-email-marketing — email marketing strategy across all platforms
/sales-chatbot — chatbot strategy across messaging platforms
/sales-sms-marketing — SMS marketing strategy and compliance
/sales-push-notification — web and mobile push notification strategy
/sales-funnel — funnel and landing page strategy
/sales-membership — online course and membership strategy
/sales-audience-growth — growing email lists and subscriber audiences
/sales-transactional-email — transactional email delivery strategy
/sales-deliverability — email deliverability, SPF/DKIM/DMARC
/sales-integration — connecting SendPulse to other tools
/sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skills sales-do

Examples

Example 1: Setting up a welcome automation

User says: "I want to create a welcome series in SendPulse that sends an email, then a push notification, then an SMS if they don't open the email" Skill does: Walks through Automation 360 setup — trigger on list subscription, send welcome email, wait 1 day, check if opened (condition), if no → send web push, wait 1 day, check again, if still no engagement → send SMS. Explains how to set up each channel step and the if/else branching. Result: User has a multichannel welcome flow that escalates across channels based on engagement.

Example 2: Building a WhatsApp chatbot

User says: "How do I set up a WhatsApp chatbot in SendPulse to handle customer inquiries and collect leads?" Skill does: Explains WhatsApp Business API connection process, walks through building a chatbot flow (greeting → menu → FAQ branch / lead capture branch), setting up keyword triggers, collecting contact info via variables, tagging subscribers, and configuring live chat handoff for complex queries. Result: User has a WhatsApp chatbot that handles FAQs and captures leads with handoff to human agents.

Example 3: API integration for transactional email

User says: "I need to send order confirmation emails via SendPulse SMTP API from my app" Skill does: Provides OAuth authentication setup, shows the POST /smtp/emails endpoint with request format (to, from, subject, html, attachments), explains template variables, recommends setting up webhooks for delivery/bounce tracking, and warns about rate limits. Result: User has working transactional email integration with delivery monitoring.

Troubleshooting

Emails going to spam

Symptom: Campaign emails landing in spam folders for many recipients Cause: Missing domain authentication (SPF/DKIM), poor list hygiene, or sending to unengaged contacts Solution: Verify SPF and DKIM records are configured for your sending domain. Run your list through SendPulse's email verifier to remove invalid addresses. Segment out contacts who haven't opened in 90+ days — sending to unengaged contacts hurts sender reputation. Use /sales-deliverability for comprehensive deliverability strategy.

Automation flow not triggering

Symptom: Automation 360 flow is active but contacts aren't entering it Cause: Trigger misconfiguration — wrong event, wrong mailing list, or contact already processed Solution: Check the trigger settings — verify the correct mailing list or event is selected. Check if "allow re-entry" is enabled (disabled by default — contacts can only enter a flow once). Test with a new contact that hasn't been through the flow before. Check flow statistics for any error indicators.

Chatbot not responding on WhatsApp

Symptom: WhatsApp chatbot is built but users don't get responses Cause: WhatsApp Business API not properly connected, or 24-hour messaging window expired Solution: Verify WhatsApp Business API connection in SendPulse settings. WhatsApp enforces a 24-hour rule — you can only send free-form messages within 24 hours of the user's last message. Outside this window, you must use pre-approved template messages. Check that your bot flow has a keyword trigger matching the user's message.