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Marketing overview

Marketing tools in Partner Center → Marketing help you capture leads, run email campaigns, and keep delivery reliable for your clients. You get lead capture (acquisition widgets and forms for client websites), email marketing (campaigns and templates), and email configuration (authentication, domain setup, and deliverability). Set up authentication first, then capture leads and nurture them with campaigns—all from one place.

Why use Marketing tools?​

  • Capture leads where clients are – Embed widgets or forms on client websites (Wix, WordPress, custom sites) so visitors become leads without leaving the page.
  • Run professional email campaigns – Use the email builder and templates to create, send, and track campaigns with lists, dynamic content, and performance metrics.
  • Keep email out of spam – Configure SPF, DKIM, and DMARC and manage sender settings so client campaigns reach the inbox and stay compliant.
  • Automate follow-up – Connect acquisition widgets and forms to automations so new leads get immediate follow-up and stay in your CRM.

What's included​

  • Acquisition Widgets – Lead capture forms you embed on client websites; customizable, testable, and automation-ready.
  • Forms – Build and manage forms with the Form Builder, reCAPTCHA, GA4 tracking, and CSS styling.
  • Campaigns – Create, send, and track email campaigns with the Email Builder, user lists, dynamic content, and performance tracking.
  • Email Templates – Pre-built email templates to speed up campaign creation and keep branding consistent.
  • Email Settings – Domain authentication (SPF, DKIM, DMARC), deliverability setup, troubleshooting, and multi-location support.

Lead generation and capture​

Acquisition Widgets​

Capture leads directly from client websites:

  • Create custom widgets with branded lead capture forms
  • Embed on any website including Wix, WordPress, and custom sites
  • Integrate with automations for immediate follow-up workflows
  • Customize appearance with drop shadows and styling options
  • Test widget functionality before going live

Forms​

Build and manage lead capture forms:

  • Form Builder with drag-and-drop interface
  • reCAPTCHA integration for spam protection
  • GA4 tracking for conversion analytics
  • CSS styling for brand consistency

Email marketing and campaigns​

Campaigns​

Create and manage professional email marketing:

  • Email Builder with drag-and-drop design tools
  • Campaign management - create, edit, pause, and track performance
  • Dynamic content and personalization options
  • Recipient management with user lists and targeting
  • Performance tracking with opens, clicks, and engagement metrics
  • Template library for quick campaign creation

Email Templates​

Streamline campaign creation with pre-built templates:

  • Template library with professionally designed emails
  • Customization options for branding and content
  • Campaign integration for faster deployment

Email configuration and deliverability​

Email Settings​

Ensure optimal email delivery and authentication:

  • Email authentication with SPF, DKIM, and DMARC setup
  • Domain configuration and verification
  • Deliverability optimization and best practices
  • Troubleshooting tools for spam and delivery issues
  • Multi-location support for franchise businesses
  • Email verification and domain management

Get started​

  1. Set up email authentication – Add SPF, DKIM, and DMARC in Email Settings and verify your sending domain so campaigns reach the inbox.
  2. Capture leads – Create Acquisition Widgets or Forms and embed them on client sites; connect to automations for immediate follow-up.
  3. Run campaigns – Use Campaigns to build and send email campaigns (with Email Templates for a head start), then track performance and adjust.
  4. Troubleshoot deliverability – If mail lands in spam or you see errors, use Email Settings and the email deliverability guide to fix authentication and content issues.

Frequently asked questions​

Email campaigns​

How do I create and send email campaigns?

To create and send email campaigns:

  1. Go to Partner Center > Marketing > Campaigns
  2. Click "Create Campaign" and choose your template or start from scratch
  3. Use the Email Builder to design your campaign with drag-and-drop tools
  4. Add recipients by selecting user lists or individual contacts
  5. Preview your campaign to test appearance and functionality
  6. Schedule or send your campaign immediately

Ensure you have proper email authentication set up before sending campaigns to avoid deliverability issues.

Why are my emails going to spam folders?

Common causes and solutions for emails going to spam:

  • Missing authentication: Set up SPF, DKIM, and DMARC records in your DNS
  • Content triggers: Avoid ALL CAPS, excessive exclamation points, and spam trigger words
  • Poor sender reputation: Use authenticated domains and maintain good sending practices
  • Domain issues: Free email addresses (like Gmail) require domain authentication
  • Technical problems: Check for blacklisting at mxtoolbox.com/blacklists.aspx

See our Email Deliverability guide for detailed troubleshooting steps.

What email authentication records do I need to set up?

For optimal email deliverability, you need three DNS records:

  • SPF (Sender Policy Framework): Specifies which servers can send emails from your domain
  • DKIM (DomainKeys Identified Mail): Adds digital signatures to verify email authenticity
  • DMARC (Domain-based Message Authentication): Provides policy instructions for handling failed authentication

Find your specific records in Partner Center > Marketing > Email Settings. See our setup guides for GoDaddy and cPanel/Namecheap.

Can I customize which users receive email campaigns?

Yes, you have several options for targeting campaigns:

  • User Lists: Create specific lists of recipients for targeted campaigns
  • Account-based: Send to specific users on individual accounts
  • CRM Integration: Target campaigns based on CRM contact data
  • Custom Segments: Filter recipients by location, engagement, or other criteria

You can also add or remove recipients from active campaigns as needed.

How do I track email campaign performance?

Monitor campaign success through the Campaign Activity Dashboard:

  • Delivered: Number of emails successfully delivered to inboxes
  • Opens: How many recipients opened your email
  • Clicks: Number of clicks on links within your email
  • Bounces: Emails that couldn't be delivered (hard and soft bounces)
  • Recipient Engagement: Individual interaction data for each recipient

Use this data to optimize future campaigns and improve engagement rates.

Lead generation​

How do acquisition widgets work and how do I set them up?

Acquisition widgets are lead capture forms that embed on client websites:

  1. Create the widget in Partner Center > Marketing > Acquisition Widgets
  2. Customize appearance including colors, fields, and drop shadow effects
  3. Get the embed code provided by the platform
  4. Add code to website in the header or before closing body tag
  5. Test functionality to ensure leads are captured properly

Widgets automatically integrate with automations for immediate lead follow-up. See Acquisition Widgets for FAQs on embedding (e.g. Wix) and more.

How do I test my acquisition widget before going live?

Test your acquisition widget thoroughly:

  • Preview functionality in the widget builder
  • Submit test forms using your own email address
  • Check lead capture in your CRM or lead management system
  • Test on different devices to ensure mobile compatibility
  • Verify automation triggers if connected to follow-up workflows

See Acquisition Widgets for the FAQ on testing widget code.

Can acquisition widgets integrate with automations?

Yes, acquisition widgets work seamlessly with automations:

  • Immediate follow-up: Trigger welcome emails when forms are submitted
  • Lead nurturing: Start automated sequences for new leads
  • CRM integration: Automatically add leads to your contact database
  • Notification alerts: Get notified when new leads are captured

This ensures no leads fall through the cracks and provides immediate value to prospects. Learn more in the Acquisition Widgets FAQs (automations, testing, embedding).

Technical support​

What should I do if I get email deliverability errors?

Common email deliverability errors and solutions:

  • "Listed on spamrl.com as spam source": Check external blacklists and request delisting
  • "Domain IP listed on spamrl.com": Verify SPF/DKIM/DMARC records and request whitelisting
  • "Virus/phishing source": Contact support and review email content for security issues
  • Authentication failures: Update DNS records and verify domain ownership

For persistent issues, request delisting and check MX Toolbox for blacklisting status.

Does the platform have limits on email size?

Yes, there are email size restrictions:

  • Content size limits apply to prevent delivery issues
  • Image optimization is recommended for faster loading
  • Attachment restrictions may apply depending on content type

Large emails can trigger spam filters and cause delivery problems. Keep campaigns focused and optimize images for best results.

Can I use the same authentication records for multiple locations?

Yes, but with considerations:

  • Single domain: Same SPF, DKIM, DMARC records can be used across all locations
  • Multiple domains: Each domain needs its own set of authentication records
  • Franchise operations: Centralized authentication is possible with proper DNS configuration

Ensure all sending domains are properly authenticated to maintain deliverability across all locations.

What are the requirements for setting up email campaigns?

Before creating email campaigns, you need:

  • Mailing address: Required by law for commercial email campaigns
  • Authenticated domain: SPF, DKIM, and DMARC records properly configured
  • Sender information: Valid reply-to email and sender name
  • Recipient lists: User lists or contact segments for targeting
  • Content compliance: Follow email marketing best practices and legal requirements

Missing any of these requirements will prevent campaign creation or delivery.

Each marketing tool is designed to work together for comprehensive lead generation and email marketing. Use acquisition widgets to capture leads, nurture them with targeted email campaigns, and track performance with detailed analytics.