Workflow Guides

Step-by-step guides for common tasks on MailMoolah

Start with your assigned role

Use the path that matches the role shown in Shared Dashboard. A missing or disabled tile means that access is not currently available to your session.

Marketer onboarding

MARKETER

Do first: Open Campaigns, then check Subscribers and Templates if those tiles are present.

Permissions: MARKETER access does not automatically include ADMIN review controls. Unavailable controls require an access check.

Help: Use the email campaigns guide or contact support before proceeding past an unclear state.

Continue: Return to Shared Dashboard to move between the campaign tools currently enabled for your role.

Shared Dashboard Open Campaigns

Investor onboarding

INVESTOR

Do first: Open the Investor Portal and review the access and status shown before opening available documents.

Permissions: Approval and tier controls determine which investor materials appear. INVESTOR access does not include ADMIN capabilities.

Help: Review Investor Learn, use troubleshooting help, or contact support.

Continue: Return to Shared Dashboard for other role-assigned apps; investor materials remain in the Investor Portal.

Shared Dashboard Investor Portal

Support onboarding

SUPPORT

Do first: Open Pilot Operations from Shared Dashboard and begin with the read-only evidence shown.

Permissions: SUPPORT access does not inherit ADMIN or MARKETER controls. Use an action only when the assigned workflow visibly exposes it.

Help: Follow troubleshooting help or contact support to route an issue to its owning workflow.

Continue: Return to Shared Dashboard and open Customer Service only if that tile is available to your session.

Shared Dashboard Pilot Operations
Ctrl+K

Email Earner Workflows

Confirm Your SharedAuth Session

1 Start SharedAuth 2 Verify your email 3 Confirm identity 4 Review account state 5 Review recorded state ✓ Done
  1. Create or access your account through SharedAuth SSO
  2. Verify your email in SharedAuth when prompted
  3. Confirm the SharedAuth identity shown for your MailMoolah session
  4. Review approved-sender controls and other account features that are actually available
  5. Review recorded engagement, reward-ledger entries, and payout limitations without treating them as payment promises
Tip

SharedAuth owns identity details; MailMoolah shows reward and campaign surfaces only after the signed-in session is available.

SharedAuth Session Guide

Review Recorded Email Activity

1 Browse available … 2 Open and read 3 Complete the requ… 4 Review reward status 5 Check your activi… ✓ Done
  1. Open the reader dashboard and review campaign activity available to the account
  2. Use only participating senders and topics you have approved
  3. Review recorded opens and clicks after campaign events are received
  4. Review any reward-ledger entry that campaign rules and account data produce
  5. Contact support if the recorded activity does not match what the dashboard shows
Tip

A reward-ledger entry is a record of activity, not money owed or a guarantee of payment. The pilot has no production reward-crediting promise.

Reward Basics Guide

Track Rewards & Ledger Status

1 Open rewards 2 Review your total 3 Browse ledger 4 Review eligibility 5 Check payout status ✓ Done
  1. Open the Rewards Dashboard from the main navigation
  2. Review the balance summary and entry states shown for the account
  3. Browse ledger history with date and campaign details where available
  4. Distinguish ledger records from a promise that money is owed
  5. Record a payout request only when the page enables it
Tip

Recording a payout request does not process it. No payment provider is connected during the limited pilot, and no money is disbursed.

Rewards & Ledger Guide

Share Referral Access

1 Open referrals 2 Share the link 3 Track posted events 4 Review bonus rules 5 Check status ✓ Done
  1. Open referral or invite controls when they are visible for your account
  2. Share your referral link with people who may want to join
  3. Track referred signup events after they post to the backend
  4. Review any available pilot bonus rules before sharing
  5. View invite or referral status where the account exposes it
Tip

Referral rewards vary by pilot and account state. Always point people to the current in-product terms instead of promising a fixed bonus.

Referral Guide

Advertiser / Marketer Workflows

Create Your First Campaign

1 Confirm role 2 Select audience 3 Design your email 4 Record scope 5 Review draft 6 Use send controls ✓ Done
  1. Confirm your SharedAuth session and advertiser role access
  2. Choose a supported subscriber list, segment, or category context
  3. Design your email content using the built-in template editor
  4. Record budget or scope notes only where campaign fields support them
  5. Review the campaign preview with the operations team when review is needed
  6. Use enabled send controls or coordinate launch timing through operations
Tip

Start with a small test budget to gauge engagement before scaling up. Campaigns with clear calls-to-action are easier to evaluate and improve.

Open Campaigns

Target & Segment Audiences

1 Open audience 2 Choose list 3 Review tags 4 Note gaps 5 Save fields ✓ Done
  1. Open the subscriber or campaign audience controls available for your account
  2. Choose an existing list or supported segment
  3. Review category tags and engagement history where the page exposes them
  4. Document unsupported targeting assumptions outside the campaign record
  5. Save only the audience fields that are present in the product
Tip

Choose audiences from stored lists, supported categories, and recorded engagement signals rather than unverified targeting assumptions.

Audience Targeting Guide

Monitor Campaign Performance

1 Open analytics 2 Review events 3 Compare metrics 4 Check variants 5 Export rows ✓ Done
  1. Navigate to Campaign Analytics from your dashboard
  2. Review recorded delivery, open, click, and engagement counts
  3. Analyze campaign event trends that are present in the analytics schema
  4. Compare subject lines and content variants where A/B data exists
  5. Export available campaign rows as CSV when the report supports downloads
Tip

Check campaign metrics at 24 and 72 hours after launch. Most email engagement happens within the first three days.

Campaign Analytics Guide

Optimize & Scale Campaigns

1 Analyze top-perfo… 2 Adjust fields 3 Record budget 4 Draft variant 5 Plan next send ✓ Done
  1. Analyze top-performing campaigns to identify useful patterns
  2. Adjust supported audience and content fields based on recorded engagement data
  3. Record budget or scope changes for operational review
  4. Create new campaign drafts using proven templates
  5. Plan the next send cadence with the operations team when timed delivery controls are not enabled
Tip

Scale campaign scope gradually after measured validation. Sudden large increases can dilute engagement quality across wider audiences.

Optimization Guide

Referral Planning Workflows

Share Referral Access

1 Share referral 2 Explain eligibility 3 Confirm signup 4 Review activity 5 Keep notes ✓ Done
  1. Share your referral or invitation link only when referral access is visible for your account
  2. Explain eligibility rules and reward terms shown in-product
  3. Confirm referred users complete SharedAuth registration independently
  4. Review referral status and reward rows when backend events are recorded
  5. Keep follow-up notes outside MailMoolah if no team workspace is enabled
Tip

Referral programs are pilot-specific. Use visible terms and posted backend events as the source of truth.

Referral Planning Guide

Review Referral Activity

1 Open referrals 2 Review events 3 Check statuses 4 Follow up 5 Record notes ✓ Done
  1. Open the referral or rewards surfaces available to your account
  2. Review issued code, referral events, and reward amounts where shown
  3. Check pending, active, rewarded, or cancelled statuses from backend records
  4. Follow up outside the product when no team messaging surface is enabled
  5. Use support for mismatched referral status or reward questions
Tip

Do not infer a team performance dashboard or messaging workflow unless those controls are visible for the account.

Referral Activity Guide

Review Referral Rewards

1 Open earnings 2 Review status 3 Check events 4 Review ledger 5 Review referral status ✓ Done
  1. Open the referral surface available to the current account
  2. Review the issued code and backend-recorded referral events
  3. Treat missing events as not recorded rather than predicting a future reward
  4. Review any related ledger entry only where the backend created one
  5. Use support for mismatched referral or ledger status
Tip

No referral tier or milestone schedule is promised. Share the invitation path without promising a reward or payout.

Rewards Guide

Plan Training Outside Product

1 Plan session 2 Prepare notes 3 Host externally 4 Share resources 5 Track feedback ✓ Done
  1. Plan training sessions in your calendar or video tool outside MailMoolah
  2. Create notes covering visible product features and current eligibility rules
  3. Host live sessions with the external meeting tool your team already uses
  4. Share resources through your existing team channel or document store
  5. Track attendance and feedback outside the product unless a team workspace is enabled
Tip

No in-product scheduling or training library is presented here. Treat training as an external operational workflow.

Training & Events Guide

Platform Admin Workflows

Review Account Access

1 Check session 2 Review roles 3 Use controls 4 Route identity 5 Record notes ✓ Done
  1. Confirm the current SharedAuth session before opening admin pages
  2. Review role and access information returned to MailMoolah
  3. Use visible admin controls only for account actions that are enabled
  4. Route identity or credential issues through SharedAuth or support
  5. Keep operational notes tied to the account or support record
Tip

SharedAuth remains the source of truth for identity. MailMoolah admin pages should not be treated as a separate profile or credential store.

Account Access Guide

Review Campaign Drafts

1 Open draft 2 Confirm role 3 Review email cont… 4 Record changes 5 Use send controls ✓ Done
  1. Open the campaign draft from the Campaigns page or current admin surface
  2. Confirm advertiser role access and campaign context
  3. Review email content, audience, sender details, and visible status fields
  4. Record requested changes through the team process or support record
  5. Use enabled send controls only after operational review is complete
Tip

If no review surface is visible for the account, treat campaign review as an operational step outside the product UI.

Campaign Review Guide

Monitor Platform Metrics

1 Open the Platform 2 Track sign-ups 3 Monitor email vol… 4 Analyze engagemen… 5 Review ledger tr… ✓ Done
  1. Open the Platform Analytics dashboard for the current operating overview
  2. Track sign-up and active-account trends
  3. Monitor email volume, delivery rates, and bounce rates
  4. Analyze engagement metrics across campaigns and user segments
  5. Review campaign delivery and reward-ledger totals where instrumentation exists
Tip

Use manual checks against the analytics dashboard and recorded exports until alerting controls are visible for the account.

Platform Metrics Guide

Review Payout Readiness

1 Review requests 2 Check balances 3 Verify processor 4 Record notes 5 Use ledger ✓ Done
  1. Review payout requests that were created from eligible reward summaries and current request status
  2. Check requested or reserved amounts against verified ledger balances
  3. Confirm processor configuration before making any operational decision
  4. Keep supporting notes outside the product if no admin payout UI is visible
  5. Use ledger and request records as the source of truth for follow-up
Tip

Do not promise payout timing until a verified processor workflow is available for the account.

Payout Management Guide

Still Need Help?

Our support team is ready to assist you.

Contact Support