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Email is still one of the best ways to stay close to the people who buy from you. Crevio gives you two things in one place: a way to send messages out to your customers and leads, and an inbox to read and reply to the messages that come back. The best part? You don’t have to be a writer. Just tell Crevio what you want to say and it drafts the email for you.
The quickest way to do anything here is to ask Crevio in chat. Everything also lives under Email in your dashboard menu, with tabs for your inbox, Broadcasts, Sequences, Analytics and Suppressions.

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Send a broadcast or newsletter

A broadcast is one message sent to many people at once — a product launch, a weekly newsletter, a sale announcement, or a heads-up about something new. You can send to everyone, or to just one group of people. For example, send a thank-you offer to only your paying customers, or a gentle nudge to people who signed up but haven’t bought yet.
1

Ask Crevio for a broadcast

In chat, tell Crevio what the broadcast is about and who it’s for, for example “send my paying customers a thank-you offer”. Or open Email, switch to the Broadcasts tab and click New broadcast.
2

Write the subject and message

Add a subject line, and a preview line — the short bit of text people see next to the subject in their inbox. Then write your message.
3

Choose who gets it

Send to everyone, or pick a group — only your paying customers, your free members, or your leads. You can also narrow it down using tags, or search for specific people by name or email. Crevio shows you how many people the broadcast will reach as you go.
4

Ask Crevio to write it

Prefer not to write it yourself? Tell Crevio what the email is about — “write a friendly newsletter announcing my new course” — and it drafts a subject line and message for you. Read it over and tweak anything you like.
5

Send, schedule, or save

Send it right away, pick a date and time for it to go out later, or save it as a draft and come back to it.

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Personalize a broadcast

A broadcast takes the same personal details as a sequence email: {{ customer.first_name }}, {{ customer.last_name }}, {{ customer.email }}, {{ business.name }} and your custom fields, each with an optional default like {{ customer.first_name | default: "there" }}. Put them in the subject, the preview line or the message, and each person gets their own version, filled in with their details as the broadcast goes out. Product, order, tag and form details only exist in a sequence, because a broadcast doesn’t start from something a person did. Crevio refuses them when you save a broadcast, along with any other text in double braces it doesn’t know. An address you type in that doesn’t belong to one of your customers has no details to fill in, so it gets the default, or nothing. When you write a broadcast in the dashboard, the button next to the subject, the preview line and the message lists these details in plain words, plus your custom fields. Pick one and it goes in where your cursor is. In the message, the list also has an unsubscribe link you can place yourself.

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Preview and test a broadcast

Ask Crevio to show you a broadcast as one of your customers would get it, or to “send a test of my newsletter to my email”. In the composer, click Preview and pick a customer under Preview as to see the subject, the preview line and the whole email with their details as they are now, including changes you haven’t saved. Pick Nobody to see every default. Nothing is sent, and the broadcast stays a draft. Send me a test emails it to the address you sign in with, with “[Test]” in front of the subject and the details of the customer you picked. A test goes only to you, or, when Crevio sends it, to someone on your team. It isn’t counted in the broadcast’s numbers, and its unsubscribe link doesn’t unsubscribe anyone. It does count toward your daily email limit. You can send up to 5 tests a minute.

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See how it performed

Every broadcast keeps a record of how it did. Ask Crevio how a broadcast went, or open it from the Broadcasts tab, to see how many people received it, how many opened it, how many clicked, and which links they clicked most. You can also see the result for each individual person — useful for spotting an address that keeps bouncing. A scheduled broadcast can be canceled before it goes out, and one that is mid-send can be stopped — though anyone it already reached will still receive it.
Click tracking needs your own domain. Until you connect one, Crevio doesn’t measure clicks, and the click numbers stay empty. That’s on purpose — measuring clicks means routing every link in your email through a tracking address, and doing that on a shared address is one of the fastest ways to end up in spam folders. Connect your domain and Crevio sets up a tracking address on it for you, so your links stay on your own domain and tracking turns on by itself.
Take open rates with a pinch of salt. Apple Mail automatically loads images for its users, which counts as an “open” whether or not anyone actually read your email. Clicks are the honest measure of whether your email worked.

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Unsubscribes

Every broadcast includes an unsubscribe link, and most email apps also show their own “Unsubscribe” button. This is required by law for marketing email, so it can’t be turned off. When someone unsubscribes, Crevio remembers — they are automatically left out of every future broadcast and sequence, so you never have to keep a list yourself. The same goes for addresses that bounce or mark your email as spam. Respecting this is what keeps your emails landing in the inbox rather than the spam folder.
Not sure what to send? Ask Crevio. Try “draft a monthly newsletter with a tip and a link to my latest product” and it will give you a starting point you can edit.

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Send a series of emails over time

A sequence sends each person a series of emails on a schedule, starting when they join: a welcome series for new subscribers, tips after a purchase, or a short email course. Ask Crevio to set one up, and everyone who signs up, gets a tag, or buys goes through it on their own.

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Who you can’t email

Some addresses are permanently skipped. Ask Crevio “who is on my suppression list?”, or open the Suppressions tab under Email, to see them and why. An address lands there in one of four ways: Crevio adds the first three automatically. Every email you send skips these addresses, broadcasts and one-to-one replies alike — you don’t have to remember who to leave out. You can ask Crevio to add an address, or add it yourself with Add address on the Suppressions tab, which is handy when someone asks to stop hearing from you by replying rather than clicking unsubscribe.
The table shows the 500 most recently added addresses, newest first, and filtering by reason shows the 500 most recent of that reason. The count on each tab covers your whole list, however long it is. There is no search box, so if your list is longer than that and you need to find one specific older address, get in touch.
You can remove an address from the list, but think twice before removing a bounce or a spam report. Sending to an address that permanently rejected you, or to someone who reported you as spam, damages your reputation with email providers — and that affects whether everyone else on your list sees your emails. Only remove one when the person has actually asked you to email them again.

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See how your email is doing overall

Ask Crevio how your email is doing, or open the Analytics tab under Email, to see everything together — broadcasts, sequences and one-to-one replies — over the last 7 days, 30 days, 90 days, or 12 months. You get how many emails you sent, how many were delivered, how many were opened and clicked, how many bounced, and how many recipients were skipped because they were on your suppression list. There’s a chart of your sending volume, and a breakdown by type: broadcasts, sequences and one-to-one email.
Opens and clicks are only measured for broadcasts and sequences. One-to-one email — your replies to customers — carries no tracking, on purpose: a personal reply shouldn’t quietly report back when someone reads it. That’s why those columns show a dash for one-to-one email.
A bounce rate creeping above a few percent usually means your list has gone stale. A rising spam-report count is more urgent — pause your sending and look at who you’re emailing and how often.

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Your inbox inside Crevio

Crevio also gives you an inbox, so the replies and questions from your customers land in one place — no need to jump between your email app and your dashboard. You can read every conversation, reply by hand, or let Crevio draft a reply for you to review before it goes out.
1

Open your inbox

When a customer writes, Crevio sends you a notification. Open it to go straight to the conversation, or open Email in your dashboard to see your whole inbox.
2

Read a message

Click any conversation to see the full back-and-forth.
3

Reply, or let Crevio draft it

Type your reply, or ask Crevio to draft one. Crevio reads the conversation and suggests a response. You stay in control — nothing is sent until you say so.
Ask Crevio to “draft a polite reply offering a refund” or “answer their question about access” and it will write a response based on the conversation. You can edit it before sending.
When Crevio emails anyone from your inbox, it asks for your approval first. Emails sent only to you, the account owner — like the summaries and lead alerts your tasks send — go out without asking. To let Crevio send to others without asking, choose Always allow on an approval card or in Customize > Connectors. Crevio can attach files to the emails it sends from your inbox, such as a guide you uploaded or one it made for you. All the attachments on one email can add up to 25 MB. For anything bigger, Crevio puts a download link in the email instead. To hand out a freebie to everyone who signs up, use a form with a lead magnet rather than sending it by hand.

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Drafts

Use the folder switcher at the top of your inbox to move between your conversations and Drafts. Drafts holds every message that hasn’t gone out yet, including the ones Crevio wrote for you to review. Each one shows a status: Drafts shows your 100 most recent. Use search to find older ones.

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Send from your own domain

By default, your emails go out from a Crevio address. If you have your own domain (like hello@yourbusiness.com), you can send from that instead, so your messages look like they come straight from you. This builds trust and helps your emails land in the inbox rather than the spam folder.
Setting up your own domain takes a few minutes and a small one-time setup with your domain provider. Crevio walks you through it step by step — and if you bought your domain through Crevio, it does the whole thing for you.
Connecting your domain also switches on click tracking, using a tracking address on your own domain (click.yourbusiness.com). If you already use that address for something else, Crevio leaves it untouched and tells you instead of breaking it.

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How your emails look to customers

Broadcasts, sequences, emails Crevio sends for you, and transactional emails like receipts, booking confirmations and invoices all carry your business’s name and logo, not Crevio’s. Customer replies go to your support email. The footer shows your support email and your business address. Crevio uses your company name and address from your billing details, or your account name if you haven’t added them, and your account’s profile picture as the logo. Add them in Settings so customers see the right details. If a customer replies to a broadcast or sequence, the reply lands in your inbox, and your assistant drafts a response for you to send.

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Limits on Crevio’s shared address

If you send from your built-in Crevio address rather than your own email domain:
  • You can email up to 10 new people a day, broadcasts included, and a first email goes to one person at a time with an unsubscribe link. Someone counts as new until they’ve bought from you, signed up, filled in one of your forms, or written to you themselves.
  • An email can go to 50 people at most, and carry 10 attachments of up to 10 MB each, 25 MB in total. Program files can’t be attached.
  • If too many of your recent emails bounce or get marked as spam, sending pauses until the numbers recover. Your own email domain isn’t affected.

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Cold outreach

Crevio can write a cold email sequence (usually four short emails over two weeks) and check that it is safe to send before anything goes out. The check looks at the address you send from, your domain’s SPF, DKIM and DMARC records, whether the email addresses are real, and the bounces and spam complaints on your recent mail.
  • Cold emails go out from your inbox on your own domain. Crevio won’t use the shared Crevio address for cold outreach, because every Crevio business sends from it.
  • A new sending address starts at about 5 to 10 cold emails a day and works up over four weeks. Sending hundreds on day one is the quickest way to land in spam.
  • Each email waits for your approval before it’s sent, and the sequence stops for anyone who replies, asks to be removed, or bounces. Out-of-office replies don’t count as replies: their next email is moved to after they’re back.

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If something goes wrong

Double-check which group you sent to. If you picked “paying customers” only, people who haven’t bought won’t receive it. Send a follow-up to the wider group if needed.People who unsubscribed, whose address bounced, or who marked an earlier email as spam are always left out. The recipient count on the broadcast reflects who it actually went to. To see exactly who is being skipped and why, ask Crevio who is on your suppression list.
Each plan includes a set number of emails per day. If you reach it, wait until the next day or upgrade your plan. A broadcast you scheduled will simply go out once the limit resets — you don’t need to set it up again.
Sending from your own domain greatly improves where your emails land. If you haven’t set up your domain yet, do that first. Also avoid spammy words and too many links in a single email.
Click tracking only runs once you’ve connected your own domain and its tracking address is live. Check Settings → Domains: if the tracking record is still pending, add it at your domain provider (or ask Crevio to) and clicks will start recording on your next broadcast.
Give it a moment — new replies can take a short while to appear. If a customer replied to an old message from a different address, it may start a new conversation rather than continue the old one.
Just tell it what to change — “make it shorter”, “warmer”, or “mention the discount”. You can also edit the text yourself before sending.

Email sequences

Send each new person a series of emails over time.

Customers

See who’s on your list and how they’re grouped.

Tags & segments

Organize customers so you can email the right group.

Forms & lead capture

Collect new email addresses to grow your list.

Social media posting

Reach people on social, too.