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Analytics and reports

Updated Oct 2, 2026

Creating a custom report

Describe a reporting question, review its sources and setup, and check the first result before relying on or scheduling it.

Blogs, docs, and FAQs

Updated Oct 1, 2026

Creating a documentation article

Write and format a documentation article, set its address and summary, review and publish it, and verify what readers see.

Routines and automations

Updated Oct 2, 2026

Creating a recurring routine

Build a repeatable workflow, choose its schedule and recipients, and turn recurring runs on when ready.

Account, team, and billing

Updated Oct 1, 2026

Creating an account and signing in

Create an account, verify your email, sign in with an available method, and resolve common account and admin-access problems.

Contacts and audiences

Updated Oct 1, 2026

Creating an audience list

Create an audience from visitor tags, site contacts, or a CSV, then check recipients, subscription status, and list updates before sending.

Security, backups, and data

Updated Oct 2, 2026

Creating and downloading a backup

Create a backup, check its contents and completion, and download a restore point with the recovery information you need.

Calendar and bookings

Updated Oct 1, 2026

Creating and editing a calendar item

Create calendar events, promotions, deadlines, closures, and social plans; set timing, ownership, and reminders, then save, reschedule, or delete safely.

Appearance and media

Updated Oct 1, 2026

Creating and editing videos

Build videos from footage or AI clips, arrange the timeline, add captions and audio, and export a finished video for your website.

Pages and navigation

Updated Oct 1, 2026

Creating and publishing a website page

Create a page, choose its address, add content, review desktop and mobile previews, publish, and check the public page and navigation.