Satua's email system lets you send one-to-one and one-to-many messages to leads, prospects, and customers from a verified domain that belongs to your organization.
This article covers two things: setting up email for the first time (Part A), and what you can do once setup is complete (Part B).
Part A: Email Onboarding
Email setup is a one-time process. You need to complete it before you can send any email from Satua. The whole process takes about 15 to 30 minutes, most of which is waiting for DNS changes to propagate.
Navigate to /email to start. If onboarding is not yet complete, the wizard opens automatically.
Step 1: Enter your sending domain
Enter the domain your team will send from — for example, acme.com. This is the domain that will appear in your recipients' inboxes.
Satua provisions a dedicated email sending server in the background. each account gets their own server, which means your sending reputation is completely isolated from other Satua customers.
Satua shows your account-specific DNS records on this page. Two records are required: a DKIM TXT record (authenticates email signatures) and a Return-Path CNAME (handles bounces). The exact values are unique to your sending domain.
Step 2: Add DNS records
Satua generates two DNS records you need to add at your domain registrar or DNS provider:
- A DKIM TXT record — authenticates that emails signed with this key genuinely came from your domain.
- A Return-Path CNAME — routes bounces back to Satua so they can be processed correctly.
The wizard displays the exact name and value for each record. Copy them carefully, including any trailing dots in the record name if your provider requires them.
Example DNS record format:
Type: TXT
Name: pm._domainkey.acme.com
Value: k=rsa; p=MIGfMA0GCSq...
Type: CNAME
Name: pm-bounces.acme.com
Value: pm.mtasv.net
The exact values shown in the wizard are specific to your account — do not use the examples above.
Step 3: Verify
Once you have added the records, click Verify in the wizard. Satua checks whether the records are visible. DNS changes typically propagate within a few minutes, though it can take up to an hour depending on your provider.
If verification fails, the wizard shows which record is not yet resolving. Wait a few minutes and try again. If problems persist, double-check the record name and value for typos and submit a Support request from the Requests tab.
Step 4: Company profile
After domain verification, the wizard prompts you to fill in your company profile. This information is used by the AI to generate email drafts.
Fields:
- Company name — how you want your company referred to in generated drafts.
- Value proposition — what problem you solve and for whom.
- Tone and voice — choose from professional, casual, enthusiastic, or direct.
- Templates — optional opening and closing phrases you prefer the AI to use.
- Custom AI prompt — an advanced override if you want precise control over how emails are generated.
Onboarding is complete once both the domain is verified and the company profile is saved. You can edit the company profile any time from Settings > AI Email Profile.
Part B: Email Features
The /email page is your workspace for email operations: one-off messages, broadcasts, audiences, templates, and deliverability.
One-off messages
From any lead's detail panel, open the Email tab or click the Email quick-action button.
If AI email generation is enabled on your plan, Satua drafts a personalized email using your company profile and the lead's details. Review, edit, and send. The message is logged in the lead timeline, and engagement events appear as they arrive.
Broadcasts
A broadcast is an email sent to an audience list, for example newsletters, product announcements, customer updates, or event invitations.
Navigate to /email/broadcasts to create, schedule, or send broadcasts.
Compose: write your subject, choose a template (optional), and write your message body. HTML and plain-text are both supported.
Pick an audience: select one or more audience lists to send to. The total recipient count is shown before you send.
Schedule (optional): set a future date and time. Scheduled broadcasts can be cancelled before they send.
Send: confirms total recipients and sends (or schedules). Each broadcast shows a delivery funnel once it runs.
Audience lists
Audience lists are groups of email recipients you send broadcasts to. Lists appear at /email/audiences.
Two ways to build a list:
- CSV import — upload a CSV with name and email columns.
- Add from your leads — filter by status, temperature, company status, or other criteria, then add selected records in bulk.
A single contact can be on multiple lists.
Templates
Reusable HTML email starters. Create and manage them at /email/templates. Apply a template when composing a broadcast to start from a pre-designed layout rather than a blank editor.
Suppression management
Satua automatically tracks addresses that have bounced, marked your email as spam, or unsubscribed. These addresses are blocked from future sends at the account level — you do not need to manage this manually.
Every outbound email includes a standard unsubscribe link and a List-Unsubscribe header. When someone unsubscribes, they are added to your suppression list and blocked from future sends by your account.
Per-account reputation isolation
Every Satua account has a dedicated sending server. One account's spam complaints, high bounce rate, or poor engagement metrics do not affect any other account's deliverability. Your reputation is yours.
Deliverability Dashboard
Navigate to /email/deliverability to see how your emails are performing.
Metrics displayed:
- Send, delivered, open, click, bounce, and spam-complaint rates over time.
- Breakdown by mailbox provider (Gmail, Outlook, Yahoo, and others).
- Breakdown by ESP routing.
Numbers come directly from your dedicated sending infrastructure and reflect your actual sender reputation.
Campaign detail
Open any campaign from /email/campaigns to see:
- The delivery funnel for that campaign (sent, delivered, opened, clicked, bounced).
- Top-clicked URLs.
- Per-recipient timeline showing individual open and click events.
Engagement per lead
The Emails tab inside any lead's detail panel shows every email sent to that person, along with their open and click history.