Getting started with UbiQuity

Get set up, learn the platform, and send your first campaign.

UbiQuity is a marketing automation platform that helps you use your data to deliver more relevant customer experiences.

Get started by setting up your account, learning how the platform works, and sending your first campaign. This section guides you through the key steps to get up and running quickly.

Start with the onboarding checklist, or explore the documentation to learn more about specific features.

Need some help with UbiQuity? Or interested to learn more about how it works? Click here to register for online drop-in training now.

Platform overview

Learn how UbiQuity works and how everything fits together.

Onboarding checklist

Follow the steps to get set up and ready to send.

Your first campaign

Create and send your first campaign.

User management

Manage users and control account access.

Account configuration

Set up your account settings and preferences.

Acceptable use policy

Understand what UbiQuity can and cannot be used for.

Access and authentication

Manage user access and authentication.

Security and trust

Overview of UbiQuity’s approach to security.

Privacy policy

Learn how your data is handled and protected.

Service levels

How UbiQuity monitors the platform and prioritises incidents.

Data backup and recovery

How your data is protected and recovered in the event of an outage.

Platform Training

Register for a complementary training session or book bespoke.