User GuideOverview

User Guide

Welcome to the FormaMail User Guide! This comprehensive guide will help you understand and use every feature of the FormaMail platform.

What You’ll Find Here

This user guide is organized into sections covering all major features of FormaMail:

Core Features

  • Dashboard - Overview of your email activity, analytics, and quick actions
  • Templates - Manage your email and attachment templates
  • Email Designer - Create beautiful email templates with drag-and-drop
  • Attachment Designer - Design PDF and Excel attachments
  • Asset Gallery - Upload and manage images, documents, and files for templates

Email Management

API & Integration

Administration


Quick Start

If you’re new to FormaMail, we recommend starting with:

  1. Getting Started Guide - Set up your account and send your first email
  2. Dashboard - Understand your dashboard overview
  3. Templates - Learn how to create and manage templates
  4. Email Designer - Master the template designer

Getting Help


Ready to dive in? → Choose a topic from the sidebar to get started!