Design
Content
Simple
Backdrop
F7F7F5
Outer padding
Body background
FFFFFF
Body padding
Body border radius
Email creation built for speed and scale
A drag-and-drop email studio with brand governance, dynamic personalization, and pipeline-attributed analytics. Create on-brand campaigns in minutes, not days.
Product Update
Your databases, simplified.
6px
Hi First Name ,
We just shipped three features your team has been asking for. Here's what's new in Docubase this month.
Visual schema explorer
See your entire
database as an interactive diagram and make edits without
writing SQL.
Safe, schema-first migrations
Every change
becomes a versioned migration automatically.
Theme
Email
Headings
Text
Buttons
Block-Based Editor
Drag, drop, send
A modern email editor with content blocks that snap into responsive layouts. Text, images, buttons, columns, dividers, and dynamic blocks. Build emails visually without touching code.
Snap-to-grid block editor with drag reordering
Reusable content modules shared across campaigns
Responsive column layouts that adapt to any screen
50%, 50%
Dynamic Personalization
Emails that know your buyer
Pull live data from your CRM, warehouse, and product into every send. Generate personalized blocks per recipient based on their full customer context.
Expansion · Usage Up 40%
Personalized
Upgrade plan
High Intent · Viewed Pricing 3x
Personalized
See your ROI estimate
Personalized
Book a demo
New Lead · Webinar Attendee
Personalized
Watch the recap
Docubase
Product Update
Your databases, simplified.
We just shipped three features your team has been asking for. Here's what's new in Docubase this month.
Visual schema explorer
See your entire database as
an interactive diagram and make edits without writing SQL.
Safe, schema-first migrations
Every change becomes
a versioned migration automatically.
Real-time collaboration
Multiple team members can
edit the same schema simultaneously with conflict-free merging.
Instant rollbacks
One-click rollback to any
previous schema version. No downtime, no data loss.
See what's new
Brand Kit Locked
Brand Colors
Primary
Accent
Surface
Muted
Typography
Headings
Inter
Body
Inter
Logo
Docubase logo-dark.svg
Button Styles
Primary
Get Started
4
Secondary
Learn More
4
Color reverted to brand palette
Brand Governance
On-brand, every time
Define your brand kit once: colors, fonts, logos, and reusable sections. Lock what matters at the org level and give marketers creative freedom within guardrails. Every email ships on-brand.
Centralized color tokens, fonts, and logo assets
Control over brand and theme elements
Shared template library and duplication
Pipeline Analytics
Know what moves the needle
Every email and campaign comes with built-in performance metrics so you always know what's working. And because Conversion lives on your CRM data, you can tie engagement directly back to pipeline and revenue.
Pipeline and revenue attribution per campaign
Per-email and per-campaign engagement metrics
Real-time performance dashboard, no setup required
Capabilities
Everything you need to send
Enterprise email infrastructure built for marketing teams who need speed, control, and attribution.
Responsive by Default
Every email renders perfectly across desktop, mobile, and every major email client. No manual testing required.
Scheduled Sending
Queue emails for a specific date and time, or schedule recurring sends tied to workflow triggers.
Preview Per-Contact
See exactly what each recipient will receive with live CRM and warehouse data rendered inline before you send.
Deliverability Safeguards
Bounce tracking, inbox placement monitoring, automated list hygiene, and built-in protections to keep your sender reputation clean.
HTML & Liquid Support
Drop into raw HTML or Liquid templating when you need full control. Full access to your data model inside templates.
Performance Dashboard
Per-email and per-campaign metrics with pipeline and revenue attribution. Know what's driving engagement and what's driving deals.
Communication Limits
Set frequency caps so contacts never get over-messaged. Flag operational emails to bypass limits when it matters.
Event-Driven Sends
Trigger emails from CRM changes, warehouse queries, product events, form fills, or API calls in real time.
Template Library
Start from proven templates or save your own. Share across teams with version history and rollback.
FAQ
Common questions
Everything you need to know about email in Conversion.
Every field in your CRM, warehouse, and product data is available as a merge variable inside the editor. Insert them inline, use them in conditional blocks to show or hide content, or let AI generate personalized copy per recipient. No engineering required to access any data source.
You can paste raw HTML directly into the editor and work with it as-is, with full Liquid templating support. For teams migrating from another platform, our deployment strategists provide white-glove migration to get you up and running fast.
Conversion follows industry best practices: dedicated IP warming, proper domain authentication, bounce handling, and automated list hygiene. You get visibility into inbox placement rates, bounce categories, and spam complaints so you can catch issues early.
Yes. Select any contact and see exactly what they would receive with their actual CRM and warehouse fields rendered inline. Catch personalization issues before you hit send, not after.
Conversion campaigns sync natively with Salesforce campaigns, including membership and status updates. Use any Salesforce field in your emails, and track campaign-driven pipeline without leaving your existing reporting workflows.
Every email and campaign has a built-in performance dashboard with opens, clicks, and engagement metrics. Because Conversion tracks activity through your site and captures form fills, you can follow the thread from email open through to meeting booked and pipeline created.
See the email studio in action
Book a demo to see how Conversion helps you build, personalize, and measure email campaigns that drive pipeline.