CRM and email
Capture leads with forms, organise contacts, send campaigns from your own SMTP and watch how visitors behave.
- lessons
- 7
- total reading time
- 39 min
- level
- Beginner
- no sign-up needed
- Free
What you'll be able to do
- Set up tracking, CRM and SMTP
- Build a form and capture contacts
- Send a campaign
- Use recordings and heatmaps
Who it's for
Small businesses and agencies that want leads and email in the same place as SEO.
How the lessons work
Each lesson is a short written walkthrough with diagrams, the credit cost of every action, a link to open the tool and a three-question check at the end. Screenshots, videos and audio versions are added as they are produced.
Lessons
- Set up tracking, CRM and SMTP6 min
Tag, per-domain toggles and connecting an SMTP account.
- Contacts, lists and tags5 min
Import CSV, organise and segment.
- Build a lead form6 min
The form builder, embedding and where submissions go.
- Send an email campaign7 min
Audience, template, test send, schedule and the report. Pausing does not refund.
- Email templates5 min
The visual and HTML editors and the AI template generator.
- Session recordings5 min
Turn recording on, replay sessions and what each one costs.
- Heatmaps5 min
Click and scroll maps for your key pages.
Learn it on your own site
Paste your site and get a free SEO, AEO and GEO audit. Then follow the lessons with your own data.