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
If references/learnings.md exists, read it first for accumulated knowledge.
Ask the user:
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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, hand off 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
Read references/platform-guide.md for detailed module documentation, pricing, integrations, and data model.
You no longer need the platform guide details — focus on the user's specific situation.
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 vian 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 subscribers, 15K emails/mo, 3 chatbots, and Automation 360 capped at 5 flows / 50 elements / 1 event. Users hitting these limits need to upgrade. Don't recommend large-scale sending or complex multichannel flows 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 — Free: 5 flows / 50 elements / 1 event; Standard: 10 flows / 70 elements / 10 events; Pro: 50 flows / 150 elements / 50 events; Enterprise: unlimited. 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.
- Self-improving: If you discover something not covered here, append it to
references/learnings.mdwith today's date.
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 --skill 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.
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