How-To

How do I create a SendSite

Updated April 2026

Step-by-step guide to creating, editing, and sending a SendSite.

Click New from the dashboard

From the dashboard, click the New button.

On the Templates page, choose a template to start from.

This will open your SendSite in the editor.

Customize your content in the editor.

You can:

Tip

Templates give you a starting point so you don’t have to build from scratch.

Click the preview icon (eye icon) at the top right of the editor to see what your client will see.

Click Send, then choose how you want to deliver it.

Send through the platform with a message
Or click Get the Link to copy the link and send it through your own email or another channel

Note

If you send through the platform, all email replies will be sent directly to your profile email.

Return to the dashboard and confirm your SendSite appears in the list.

If it appears on the dashboard, it has been sent.

You can then monitor visits and engagement from there.

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