Product guide
From first workspace to managed deployment
Use these practical paths to configure SignaGenius safely. Provider-specific activation still requires an administrator in the relevant Google, Microsoft, DNS, billing, or delivery account.
1. Create the workspace
Define the primary domain, organization hierarchy, inherited brand data, and administrator access.
- Choose the default entity
- Set permissions and entity scope
- Review security policy
2. Add managed users
Create users individually or use validated CSV, XLSX, published Google Sheet, directory, or SFTP import paths.
- Run a dry preview
- Resolve seat-capacity errors
- Review row-level outcomes
3. Build signatures
Create scenario-aware templates, preview with a real managed user, assign targets, and publish deliberately.
- Use structured blocks
- Test conditions and fallbacks
- Queue a delivery test
4. Launch campaigns
Upload safe banner media, configure audiences and recipient rules, add UTM attribution, and schedule activation.
5. Activate a provider
Supply the required provider credentials, verify requested scopes, run a limited test group, and inspect synchronization history.
Troubleshooting
Start with audit events, connector health, the latest job’s row outcomes, agent telemetry, and delivery retry history.
- Never paste secrets into support messages
- Revoke exposed keys immediately
- Use test entities before broad rollout