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Know who your customers are, their interests, and what drives them.

Single customer view

The Insight data tab on the Single customer view lets you see all available records stored against a contact for an insight data collection.

View a contact's Insight data

Send previously sent email or SMS campaigns to specific contacts.

Send a previously sent campaign

Import and keep a large number of contacts up-to-date.

Use the scheduled contact importer

The Import report gives a detailed breakdown of the contact data you import to Marketing.

Understand the import report

About the Data Watchdog

The Global suppression list lets you revise the contact email addresses in your account by comparing your contacts against it.

Review contact emails with the Global suppression list

Use custom IDs to create, retrieve, update, and delete contacts.

Use custom identifiers

If a CSV import mapped your contact data to the wrong fields, you can fix it by updating your CSV and re‑importing it with the correct mapping.

Correct incorrectly mapped data fields during a contact CSV import

Import contacts into Marketing, update specific data fields, and manage suppressed contacts.

Manage and import contacts while updating fields or handling suppressed contacts

Bartlomiej Rekosiewicz

Gareth Burroughes

Laura Russell

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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