Welcome to Vision6!
Vision6 is an SMS and email marketing software providing a DIY solution for you to create, manage, execute and report on communications to your contact database.
Whether you’re brand new to email and SMS or are switching from another platform, a free trial is the best way to explore all that Vision6 has to offer. Still need to sign up for a free trial? Create your free account today!
Ready to get started? Click to skip ahead to a specific section in this guide:
- What's Included in the Free Trial?
- Invite Your Teammates
- Book a Demo of Vision6
- Explore Our Tutorials & Help Articles
- Register for Upcoming Training Webinars
- Configure Your Domain
- Switching to Vision6 From Another Provider
- Understanding Our Pricing Plans
- New User FAQs
Getting Started Guide
What’s Included in the Free Trial?
Our free trial account gives you access to all of our features (including premium features like Advanced Automations and Conditional Content), so you can comprehensively test Vision6 before committing to a monthly payment.
To get started we give you 250 free email sends, which you can use to send email messages to your contacts database or to send test emails to yourself or your colleagues.
There is no time limit on our free trial account. If you haven’t used your free email sends up in the first month, don’t stress! Our 250 free emails reset each month (they don’t accrue). Once you have completed sending 250 emails in total from your account, Vision6 will prompt you to upgrade your account to a paid plan.
All of our plans, including the free trial, allow for unlimited seats/users at no additional cost. So you can invite as many teammates to your account as you like.
We believe you shouldn’t have to share your personal details with us to get started with Vision6. That’s why there are no payment details required to create a free trial account. All you need is an email address and a password to sign up. It’s that easy!
Invite Your Teammates
Once you’ve set up a free trial account, it’s time to start collaborating with your colleagues and really get the most out of Vision6. If you’re the first person in your organisation to use Vision6, invite a few trusted teammates to try it out with you and assign different access levels. This is much safer than sharing a single login or password.
Book a Demo of Vision6
If you want help getting started or simply just want to take your email and SMS marketing to the next level, book a free 1-on-1 demo with a Vision6 expert to discover our email and SMS marketing capabilities. Get your questions answered with real examples and a live walkthrough of Vision6 on a 30-minute Zoom call. You can also watch a pre-recorded overview of our email and SMS marketing platform here.
Explore Our Tutorials & Help Articles
Here in our support knowledgebase, you'll find detailed tutorials and help articles for all of Vision6’s features. Learn how to create lists and import contacts, understand permission settings, create a subscribe form, use our drag-and-drop email editor, and more.
Here are a few articles we recommend for new users of Vision6:
- Overview of our email and SMS marketing platform
- Import & upload contacts
- One master list vs. multiple lists - which is better?
- How to segment your contacts list
- Create your first email and send a test to yourself or a colleague
- Create an email template
- Send an email to your contacts
- Create a form and add it to your website
- Understand the difference between our paid plans
- How to set up your domain records
Register for Upcoming Training Webinars
Grow your knowledge of Vision6 with our Powersession webinars. Hosted by our Lead Product Trainer, these short monthly webinars cover introductory and advanced topics, such as email and SMS marketing basics, as well as feature-specific guides.
Can’t make the live session? Register anyway so we can send you the recording afterwards. You can also watch past webinars from our YouTube playlist.
Configure Your Domain
One of the great uncertainties in email marketing is whether your emails are actually being received by your contacts. You may find that your emails sometimes end up in the junk or spam folder. To reduce the risk of this happening, we highly recommend configuring your domain records.
To do this, you need to change some account settings with your DNS. This may mean reaching out to your IT team for assistance.
Switching to vision6 From Another Provider
Switching to Vision6 from another platform is easy! We've created this handy how-to guide to assist you along the way. Learn how to migrate your contacts and email lists, create your email templates, set up your automations, add a subscription form to your website, and more.
Migrating from Mailchimp? We have a series of guides specifically for this.
Understanding Our Pricing Plans
Our pricing plans are based on the number of contacts (i.e. subscribers) in your account. The more contacts you have, the higher your payment will be. It's a monthly payment with no lock-in contracts, so you can cancel or pause your account at any time if you decide it's not for you.
We have 3 plans available offering different levels of support and access to different features: Starter, Business or Pro-Marketer. You can also change your plan at any time too.
Looking for an exact price for your approvals team or boss? We have a handy slider function on this page where you can type in the number of contacts you have, and the pricing will automatically adjust to match your needs.
New User FAQs
Q: What helpful pages should I bookmark as a new user of Vision6?
A: We suggest bookmarking the login page, our Support knowledgebase, the form to submit a support ticket, and our email design best practices article. If you’re interested in metrics and reporting, you might also like to bookmark our email marketing metrics report, which outlines open rate and click-through rate benchmarks by industry.
Q: Who should I talk to if I have questions?
A: If you need help getting started, you can contact our support team.
Q: Where can I learn more about your data storage and security?
A: The best place to start is our data security and compliance hub. Here you’ll find a list of all our accreditations, information on data sovereignty and application security, as well as data integrity and disaster recovery. We also have a Guide for IT & Security Administrators, which covers some of our most frequently asked questions about security. If you require further information, you can also request access to our SOC2 Assurance Report or Web App & API Penetration Test assurance reports.
Q: What should I start with first?
A: A good place to start is importing your contacts. After all, you can’t send an email or an SMS without any! After this, we’d suggest configuring your domain records, uploading your logo and brand assets to the Files & Images library, creating an email template with your logo and brand colours (so you don’t need to start from scratch every time), and inviting your colleagues to join the account.
Q: What options are available for training my team?
A: In regards to training, we have a few options. Our Lead Product Trainer runs several live feature-specific webinars a month, which are around 20 minutes long - these are called Vision6 Powersessions. All of our past Vision6 Powersessions are also saved on our YouTube channel.
Many of our how-to articles also contain video guides. You can quickly and easily find these articles by searching for the clapper emoji (🎬) in the search bar.
We also have 1:1 personal training sessions available. However, these customised sessions are only available to clients on the Pro-Marketer plan. So if you're on our Business or Starter plans, you'll need to upgrade to get access to this support. Once upgraded, you can book in a time that suits you via a link in the automated email you'll receive upon upgrading. You are most welcome to invite your colleagues to these sessions so that multiple people can benefit from the training.
We hope you enjoy using our Email & SMS Marketing platform!