User guide¶
This section explains every screen in your Cadensiq workspace: what it is for, who can use it, and how to get the job done. If you are new, start with Getting started, then follow Your first campaign.
How the pieces fit together¶
flowchart TB
M[Mailboxes<br/>connect your business email] --> D[Sending domains<br/>ownership and authentication]
D --> R{Mailbox<br/>ready to send?}
L[Imports<br/>CSV into a lead list] --> C
R -->|Yes| C[Campaign<br/>sender, audience, objective,<br/>email, schedule]
C --> P[Review & Launch<br/>prepared messages, test send]
P --> S[Sending<br/>paced within your window]
S --> I[Inbox<br/>replies and follow-up]
S --> A[Campaign detail<br/>and Analysis]
Screens¶
| Screen | What it is for | Page |
|---|---|---|
| Dashboard | Setup checklist, sending capacity, recent campaigns | Dashboard |
| Mailboxes | Connect and look after the accounts you send from | Mailboxes |
| Sending domains | Prove you own your domain and that your email is authenticated | Sending domains |
| Leads Sheet, Lead Lists | Your prospects, their status and reusable audience lists | Leads and lists |
| Imports | Turn a CSV file into a clean lead list | Imports |
| Campaigns | Create, review, launch and monitor outreach | Campaigns, Audience, Writing with AI, Email and personalization, Review and launch, Campaign monitoring |
| Templates | Reusable email content and email shells | Templates |
| Inbox | Read and answer replies as a team | Inbox |
| Analysis | Workspace-wide performance, reply quality and workload | Analysis |
| Notifications | Campaign, mailbox, import and writing updates | Notifications |
| Team & Users | Invite people and manage their access | Users and invitations |
| Settings | Organization profile, timezone, defaults, safety, notifications | Organization settings |
| Organization, Subscription | Plan, AI credits and invoices | Plans and credits |
Which of these screens you see depends on your role. See Roles and permissions.
Finding your way around¶
- The menu on the left groups screens under Overview, Outreach and Workspace. You can collapse it to icons.
- The bell in the header opens your latest notifications.
- Lists such as Campaigns, Leads Sheet, Imports and Inbox remember your filters while you move around. A small summary of the active filters lets you clear them in one click.
- Every entity has its own full page for adding, editing and viewing; Cadensiq does not use pop-up forms for creating things.
