Take the free quiz to find your best fit system — no more tech roulette or headaches!
Turning hot mess businesses into high-performing machines — and loving every damn minute of it.
(And What to Avoid Doing So You Don’t Break the Law)
Authors: Cait Potter & Kay Allen Carr, KAC Marketing
One of the most common questions I see popping up in the Dubsado Community on Facebook over and over is about how Dubsado can be used to help with email marketing, and I think there is a TON of confusion around this. You know Dubsado can help you send emails, but you have questions… how can you design your emails? When should you send those emails? Can you send an email to all of your contacts via Dubsado? Let’s get into ALLLLLL of it, right here, right now. Here’s how to use Dubsado for email.
Dubsado’s email features are designed to help you manage your client interactions and automate as many of them as possible.
You can send customized emails based on specific events or client actions, ensuring that each interaction feels personal (NOT like a robot).
With communication like this- your clients feel taken care of and clear on why an investment with you was a great idea- and it keeps them coming back and screaming your name from the rooftops for amazing referrals.
Basically, if it has to do with a lead that has contacted you or a client that has signed with you, Dubsado is the tool to use for those emails!
BUT, Dubsado isn’t the right tool for all things email. You CANNOT use Dubsado’s email capabilities for:
We’re going to get into WHY here in just a second, but basically, it’s important for you to know that if you want to email multiple people at the same time- Dubsado isn’t the right tool.
Maybe you want all of your clients to fill out a questionnaire, or maybe you’ve got a new special that you want to tell them about and give them the chance to book. These are valid reasons, but you still CANNOT send a mass email via Dubsado.
It’s important to understand when a “mass” email should actually be a WORKFLOW email. Here’s a list of common examples of communications that you need to add in to your workflows:
In short, NO. And that’s OKAY. That’s not the POINT of Dubsado. While pretty emails are nice to look at, it’s very clear that they are not personal. The point of a Dubsado email is to make it seem like you personally typed each individual email to your client, so the fact that it’s not “pretty” is actually a GOOD thing.
Rather than stressing about whether these emails look pretty, I would focus on ensuring that they are clear on next steps for the client and are answering any and all questions they may have before they even have a chance to ask.
You can always make a pretty email signature with your logo and headshot in there to reasonably brand the experience. I’ve even got a freebie for this in the System Starter Kit! Sign up here.
When it comes time to send emails to your full email list, you will want to use an email marketing tool designed specifically for that.
Dubsado is NOT that tool.
Dubsado is for sending personalized emails to one person or a team of people. It’s replacing a 1:1 email you would have to send manually if you didn’t have Dubsado.
If you want to send a newsletter and sales email to your email database you’ll want to use a tool like ConvertKit, ActiveCampaign, Flodesk or Drip. These platforms are designed to help you send “mass” marketing emails that don’t require a specific response based on where someone is within your lead cycle or project timeline.
When it comes to sending emails through Dubsado you likely won’t need to comply with the Federal Trade Commission’s CAN-SPAM Act because you’re not sending mass emails marketing or advertising your service(s).
Each email sent through Dubsado is intended with one person or a specific team of people; the FTC considers these transactional or relationship-based emails and not commercial emails.
A transactional or relationship based email facilitates an already agreed-upon transaction or updates a customer about an on-going transaction.
When you’re sending newsletters or sales emails with the purpose of promoting a product or service you are sending commercial email and you DO need to adhere to the CAN-SPAM Act.
Not adhering to CAN-SPAM can lead to heavy fines of up to $51,000+ for each email in violation.
Here’s how to stay compliant:
Other countries have their own email regulations – for example, the EU requires compliance with GDPR which states:
It is recommended that you research any email marketing platform you choose and make sure they have measures in place to help protect you.
For example, most of the popular email platforms (ConvertKit, ActiveCampaign, FloDesk, etc) offer data encryption to help you comply with GDPR and most platforms will not allow you to send an email that doesn’t have an address, an unsubscribe link, etc. to help you comply with CAN-SPAM.
Still, at the end of the day, it’s up to you to make sure you comply with the laws that govern the areas in which you will send marketing emails.
While government entities have rules and regulations about what you can do and not do with email, Google and Yahoo also have their own requirements.
The new requirements went into affect in February 2024 for bulk email senders (those emailing 5,000 or more messages per day). These requirements are designed to help reduce phishing attacks and spam.
Even if you do not send 5,000 or more emails per day, it still makes sense to take the steps to bring your brand into compliance with the guidelines because it’s likely these rules will at some point be required by all brands.
Here are the new requirements:
Email authentication is something that must be done inside of your domain registrar and not within your email software provider’s account.
However, depending on the email platform you’re using, the information you input into your domain registrar will be different.
All of the major email platforms have released step-by-step how-to guides:
If you don’t see your provider in this list you can try to google “[software name] verify domain]” so, for example “mailchimp verify domain” and their help article should come up. Otherwise, you can reach out to the help desk for your software provider.
If you don’t yet have an email software provider keep reading because we’ll help you pick one!
When it comes to selecting email marketing software you’ll want to take two things into consideration: the type of offer you have and your experience level with email automation.
Now just because Dubsado is not an email marketing tool, that doesn’t mean that you can’t still use it to help fill your email list (UNDER VERY SPECIFIC CIRCUMSTANCES!)
If you’re collecting contacts via Dubsado forms from prospects/clients in the US you can automatically add them to your email marketing tool as long as you have an unsubscribe option in every email sent from that platform to the recipients.
If you are collecting contacts in Europe there needs to be a check-box that allows the recipient to opt-in for marketing emails if they so choose. If they do not check that box, then you should not automatically add them to your email marketing software or you will be violating the rules of GDPR.
Many other countries have their own anti-spam and email marketing laws in place. You can look up the rules for each, but if you believe you will have inquiries coming from outside of the US, it makes sense just to include an opt-in checkbox to cover your bases.
Okay now that the boring part is over….
Let’s automate adding contacts from Dubsado into your email list!
If your provider isn’t listed here, don’t worry! The steps are simple:
BOOM. DONE.
I know you had questions about how to use Dubsado for email marketing, and I hope I helped to clear up some of the confusion.
Drop a comment below or send me a DM @CaitPotterConsulting if you have any other questions!
If you’re ready to pull yourself out of the Dubsado weeds and just hire someone to get this setup completed for you – book a discovery call with me here. I offer Done for You and Done With You setups, and can help you get your account fully automated FAST!
Long-term COO-level support to keep your business scaling smoothly — without the late nights, firefighting, or frantic catch-up.
Custom Dubsado, Airtable, and Moxie systems — set up to scale, not just survive. No templates. No shortcuts. Just backend brilliance.
Tear down the bottlenecks, tech gaps, and workflow chaos keeping your business stuck. You can’t scale what’s already cracked.
In this power-packed session, I show you how to connect Airtable + your CRM for smarter tracking, simplified workflows, and insights that actually move your business forward.
You can’t automate what you don’t understand. Before you automate anything, you have to know your client journey inside and out. That’s where strategy starts — and where smart systems actually work.
© 2025 Cait Potter Creative, LLC |
Privacy Statement and Terms & Conditions