Search for what you want to do. Each guide tells you who can complete the task, what you will finish, and every step in plain language.
39 guides
Sign in, learn the basics, understand your access, and complete a safe first setup.
10 guides
Use the personal account your workspace administrator created, then leave it securely when you finish.
You will finish: You are signed in to the correct workspace and know how to sign out when your work is finished.
Request a one-time reset link, choose a new password, and return to sign-in without sharing account secrets.
You will finish: Your old password no longer works, your new password is ready, and other signed-in browsers must sign in again.
Complete sign-in with the six-digit code sent to your account email when email verification is on or required.
You will finish: Your newest verification code is accepted and the correct MercuryReach workspace opens.
Change your displayed name or confirm a new email address for sign-in and account recovery.
You will finish: Your profile name is current and, when requested, your confirmed new email becomes the address used to sign in.
Update your current password or choose whether your personal sign-in requires a six-digit email code.
You will finish: Your password and personal email-verification state match your security needs, and other browser sessions are closed.
Configure company details, branding, people, properties, billing, and optional features.
9 guides
Review the organization name, contact details, time zone, and messaging defaults used by your workspace.
You will finish: Your workspace uses approved company information and the correct local time zone.
Add an approved logo URL, colors, and sender details, then check the workspace display before using them.
You will finish: Approved branding is saved and remains readable in the preview.
Give each coworker a separate account with the smallest role needed for their job.
You will finish: The right people have individual, active accounts with appropriate roles and property access.
Require every workspace user to enter a six-digit email code after their password and understand the immediate sign-out effect.
You will finish: The workspace requirement shows the approved Required or Optional state, and affected users know how to complete their next sign-in.
Choose the exact tasks available to every Property Manager, Staff User, or Read-only User in your workspace.
You will finish: Each subordinate role has the smallest approved set of tasks, and affected users receive the change on their next page request.
Maintain accurate residents, consent, imports, properties, and reusable audiences.
4 guides
Maintain one accurate resident record without creating duplicates or changing consent by mistake.
You will finish: The contact has one accurate record, the correct property, and a clearly understood status.
Prepare, preview, validate, and import an approved contact file without exposing or duplicating resident data.
You will finish: An approved CSV is mapped deliberately, checked for repeat-import and roster effects, and imported once.
Keep text and voice eligibility accurate and honor a resident's communication choices promptly.
You will finish: Each communication channel reflects verified consent and opt-out information with an appropriate record of the change.
Build a reusable saved list by choosing a property and the individual contacts who belong in it.
You will finish: The saved list has a clear purpose and contains only the contacts selected for it.
Prepare, review, send, schedule, monitor, reply, translate, and resolve delivery work.
8 guides
Save approved text and call wording for reuse, and use supported placeholders exactly as shown.
You will finish: A clearly named saved message contains approved text and call wording with supported placeholders copied exactly.
Choose a clear purpose, approved channels, correct audience, and reviewed message without sending yet.
You will finish: A complete notice is ready for final recipient and message review without being submitted yet.
Perform the final audience, consent, content, timing, and approval checks before the irreversible send action.
You will finish: The approved campaign is sent once to the intended eligible audience, or safely stopped when a check fails.
Set future timing in the correct time zone and review pending work before changing it.
You will finish: The campaign has one intended schedule, and any change is verified before its execution time.
Read campaign status, report totals, channel outcomes, and recipient-level results without guessing what happened.
You will finish: You can explain the campaign outcome and route unresolved records to the right follow-up.
Use reports safely, protect data, get help, and troubleshoot common problems.
8 guides
Read workspace health, current activity, and shortcuts without treating a summary card as a final report.
You will finish: You identify work that needs attention and open its source page for details.
Find who changed or sent something, when it happened, and which record was affected.
You will finish: You locate an activity record and preserve enough context for an operational or support review.
Describe a problem clearly, attach only safe information, and track the response in one place.
You will finish: Support receives a reproducible report without passwords, payment details, or unnecessary resident information.
Share an idea or usability problem with enough context to evaluate it safely.
You will finish: The product team receives one clear observation, its impact, and a safe example.
Understand how a resident uses a secure preference link and what staff should verify afterward.
You will finish: A resident updates available communication preferences through their own secure link, and staff can verify the resulting status.
