Documentation

Getting Started

SquirrelHQ gives every account its own isolated workspace. After you sign up we provision it for you automatically, which usually takes a couple of minutes. Once it's ready, work through these steps in order:

1. 1

   Create your account. Head to sign up and start your 14-day trial, no credit card required. See pricing for plan details.

2. 2

   Connect your sending email and domain. In Settings > Branding add your domain and verify the DNS records so your campaigns send from your own address.

3. 3

   Import your contacts. Bring your audience in by CSV upload, then move on to segmenting them.

4. 4

   Build and send your first campaign. Design an email, send a test to yourself, then send to a segment.

Contacts & Segments

Your Contacts list is the heart of your workspace. Each contact stores standard fields (name, email, company) plus any custom fields you define, along with tags and an engagement score.

• Import: upload a CSV and map its columns to contact fields. Duplicates are detected by email.
• Tags & custom fields: organise contacts however you work. Add custom fields under Settings > Custom Fields.
• Segments: build dynamic groups from filters (tags, score, source, activity) on the Segments page. Segments update automatically as contacts change, and you send campaigns to them directly.

Email Campaigns

Create a campaign from the Campaigns page. Design your email, choose who receives it, and schedule or send.

• Compose with the email editor and reusable templates.
• Personalise with tokens that pull in contact fields (e.g. first name).
• Always send a test to yourself before a full send to check rendering and links.
• Send to a segment now, or schedule it for later.
• After sending, track opens, clicks, and other stats on the campaign's report.

Automation & Sequences

Go beyond one-off sends with automated sequences: multi-step journeys that run on a schedule and react to what your contacts do.

• Trigger a sequence when a contact joins a segment, submits a form, or is tagged.
• Add steps with time delays so emails land days apart, not all at once.
• Use lead scoring to prioritise the contacts most engaged with your content.

Meetings & Booking

Let prospects book time with you without the back-and-forth. Set up meeting types and share a booking link.

• Define meeting types (duration, description, availability).
• Set your availability so only open slots are offered.
• Bookings appear on your dashboard and the booker receives a calendar invite (.ics).

Settings & Branding

• Branding & domain: connect your own domain and sending address under Settings > Branding.
• Payments: connect a payment provider to sell or collect under Settings > Payment.
• Custom fields: tailor the data you store on every contact.