Documentation overview

Browse the platform by topic or find step-by-step guides for common tasks.

Find what you need

The UbiQuity documentation is organised around the key areas of the platform, so you can get to the right information quickly - whether you're setting something up for the first time, learning how a feature works, or completing a specific task.

Use the sidebar to navigate by topic, or search if you already know what you're looking for.


How the docs are structured

  • Basics - Core platform concepts including Content & Preview, Media Manager, Filters, Channels, and Templates.

  • How To - Step-by-step guides for common tasks such as creating emails, forms, surveys, and events, importing data, sending emails, and activating campaigns.

  • Channels - Guidance specific to each channel UbiQuity supports: Email, TXT, and Push.

  • Data Capture - Everything related to capturing data through Forms, Surveys, Events, and Layouts, plus guidance on finding your form and survey data.

  • Data & Integrations - Covers how to bring data into UbiQuity, including Imports, Connectors, and the API, with guidance on choosing the right integration method.

  • Audience Management - Managing your database, filtering audiences, handling Opt Outs, and working with GNA (Gone No Address).

  • Keep Learning - Additional resources including Training and the UbiQuity Blog.


Not sure where to start?

If you're new to UbiQuity, head to the Getting Started section.

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