mxAURA Help

Every topic the in-app help shows, in one place. Press / to search.

Activity & troubleshooting

• Reading the dispatch logActivity → Dispatches is every time a HubSpot workflow asked mxAURA for a message: Outcome Meaning success A m…
• Why did a contact not get the email?Work down this list; the answer is almost always in the first two steps. Activity → Dispatches , filter by the…
• AnalyticsOpens and clicks come from HubSpot's tracking and mxAURA's own link tracking, joined per message and pool, so …

Identity & advisor

• The Advisor: a campaign plan from a briefThe Advisor turns a Campaign Brief into a plan: pools, the messages each carries, and the articles to point at…
• Guardrails: words and phrasesIdentity > Guardrails holds two lists for this identity. Every AI article draft, social post, lead answer, FAQ…
• Positioning: the frame every draft is written insideIdentity has two halves: Positioning (who you are for, what you replace, why you win) and Brand Kit (name, loo…
• The quality testPlain and true : every message should be true and worth reading even if the reader never buys. The quality tes…

Agency & clients

• How agencies and clients workEvery account is a company . An agency is a company with the agency designation: it does everything a company …
• Inviting a clientClients → Invite sends an email with a link. The client signs up (or signs in) and accepts; the relationship a…
• Is a client ready to send?A client can receive a campaign once three things are true. HubSpot connected , a default sender , a default b…
• Distributing templates and workflowsA campaign uses a HubSpot template that must exist in the client's portal. Distribution copies the agency's te…

Account, API & webhooks

• API keysAccount → API creates keys for your own code or automation tools (Make, Zapier, n8n). A key has scopes , what …
• Connect ChatGPT or ClaudemxAURA is an MCP server. Connect it once and your assistant can read your hubs and pools, write articles in yo…
• Terms of ServiceThe current Terms of Service are always available in the app at Account → Terms and from the link at the botto…
• Webhooks: being told when something happensA webhook is a URL you give us. We call it the moment an event happens, so your systems do not have to keep as…

General

• The Architect: a campaign, stage by stageThe Architect plans a whole campaign on top of HubSpot, one stage at a time. It sits first under Messaging . T…
• Aura Marketing: plain and trueAura Marketing™ is the method mxAURA is built on. Two words cover it: plain and true. The claim Every message …
• The Chrome extensionThe mxAURA Chrome extension works inside HubSpot's email editor . It inserts tokens where they belong, imports…
• The cascade: what "next" meansThe cascade is the rule that decides which single message one contact gets next. It is the heart of Aura Marke…
• Composition: why pieces, not documentsMost marketing tools treat an email as a document . You write it, you send it, it is done. Change your tagline…
• Where mxAURA stops and HubSpot startsThis line is worth being precise about, because it explains most of what you will ever wonder about. HubSpot o…
• Distribute, do not duplicateThe instinct when an agency needs the same campaign in twelve client portals is to make twelve copies. That wo…
• Authors: bylines on articlesAn author is a byline: name, title, photo, bio and links. Every article carries one; a template can name a def…
• Baseline: the Product Brief and its coverageBaseline , under Identity, is what the rest is built on. Start runs Find, then confirm; the other tabs follow.…
• Why plain and true paysThe usual objection: "The other tool's templates get more replies." Maybe, this quarter. The case for plain an…
• Find, then confirmYou give two things: your website and your HubSpot connection. mxAURA finds the rest and you confirm it. You d…
• BillingAccount → Billing shows the plan, the next date and invoices. Changing the plan takes effect at once; downgrad…
• Blocks: one pool, different content per audienceA Block is a named set of content for one section of a template, such as Client Summary or Partner Summary . A…
• Composer: drafting a pool's rows with AIDraft rows with AI writes the messages of a pool from a brief, your positioning, the brand's brief, and the pl…
• Review messagesReview messages puts the messages already in a pool in front of the same three critics that score the Composer…
• Evidence: proof the drafts can citeEvidence under Hubs holds the claims your drafts may stand on. Proof as claims, not pages: each one is a singl…
• Layouts, field keys and the validatorA layout is a small template: HTML with keys in double braces, plus CSS. There are two kinds: a gallery layout…
• Embedding a hub on a siteGallery, then Embed . With several sites, pick the site first. The code One snippet. Paste it into the page at…
• The Gallery tab: articles, order and designThe Gallery tab is the hub itself. Every site shows this list; widgets draw from it. It has three views. Artic…
• Stats: views by periodStats shows one period at a time. Pick it in the toolbar: Last hour, Last 24 hours, Last week, Last month (the…
• Sites: where a hub is publishedThe Sites tab lists every website the hub is published on, your own included. Each row is one site with its ow…
• Widgets: bands and tickersA widget puts the hub's articles on another page of a site: a band of article cards, or a ticker of headlines.…
• EventsEvents is where each ICP gathers: conferences, trade shows, association meetings, webinar series, awards. One …
• Targets: who each target is in the worldA positioning names its targets: what each one needs, what blocks them, what to lead with. Targets adds who th…
• Radar, AskAsk answers a question about your own account. It reads the numbers first, then answers. Every read it used is…
• Radar, What workedWhat worked answers one question: which arguments moved which audiences, through which vehicles. It measures t…
• Radar, FindingsFindings runs a fixed set of checks when you press Run checks. No AI. Nothing is changed or sent. What you see…
• Radar, Learning (agencies)Learning reads the last 90 days of the campaigns you run for your clients. It shows what works across them. No…
• Radar, Portfolio (agencies)Portfolio reads the last 90 days for every active client. One line per client. Then the arguments that travel.…
• Two-factor sign-inTurn on two-factor in Profile . Codes arrive by SMS or email; a trusted device is remembered for 30 days. Supp…
• Users and rolesAccount → Users invites people to this account. Owners manage billing and the HubSpot connection; admins manag…

Hubs

• AI Assist on an articleAI Assist drafts an article from the account's positioning, the brand's written brief, and the sources you att…
• Placing an article in hubsOn an article, Hubs shows where it is placed. Place it in more hubs with Publish to hubs (on the article, or o…
• SEO and the hero imageSEO suggests a title, description and keywords from the article body (uses the AI budget). Hero generates an i…
• Articles and the editorAn article is written once in the library and placed in one or more hubs. Its template (Hubs, Templates) decid…
• Share cards: how links look on LinkedIn, Facebook and SlackWhen someone shares an article link, the platform fetches the page and builds a card from it: title, descripti…
• Hub templates (content types)A hub template defines the fields an article has: title and body always, plus whatever the type needs, such as…
• Preview mode: showing drafts on the live pagePreview mode opens a timed window (an hour by default) during which the live embed shows draft articles too, m…
• What a hub isA hub is a section of a website you publish from mxAURA: News, Insights, Whitepapers. Its gallery of articles …

Connecting HubSpot

• Industry benchmarksmxAURA learns across every account which argument shapes move which audiences in which industries. It gives th…
• DMARC reportsEvery day, Gmail, Microsoft, Yahoo and other mailbox providers can send the owner of a domain a report: every …
• Connecting GoogleConnecting Google lets Radar read Google Analytics (sessions, landing pages and conversions, for your hub page…
• Connecting HubSpotmxAURA needs a connection to the HubSpot portal that will send the email. Settings → Connected platforms → Con…

Senders & brandings

• Brand Kit: name, look and how the brand speaksA Brand Kit holds a brand's name, logo, colours and, since the brief was added, a written About this brand . A…
• SendersA sender is the from name , from address and reply-to a message goes out with. HubSpot must be able to send fr…

Campaigns

• Assigning pools, senders and brandingsOn a campaign, Assign pool adds a pool and sets, for that assignment, which sender and branding to use. Leave …
• A send was blocked: what the reasons meanA blocked dispatch means the workflow reached mxAURA but the campaign could not send. The contact is not lost …
• Dispatch previewDispatch preview asks the dispatcher what one HubSpot contact would get next from a campaign, and gets back ex…
• Filter operatorsA row's filter decides which contacts can get that row. Most contacts have most fields blank, so how a blank f…
• The go-live checkGo-live check , in the pools toolbar of a campaign, runs everything that would stop or spoil a send, with the …
• Preview and simulatePreview renders one message as a chosen contact would receive it. Simulate goes further: it runs the cascade f…
• Priority rowsA priority row sends first. A contact who matches its filters gets that row's messages before any alert, sched…
• Timing: where it livesA campaign has no timing of its own. It answers whenever it is called: the cascade picks the next message for …
• What a campaign isA campaign is what a HubSpot workflow talks to. It holds one or more pools (in order), the sender and branding…

Composition

• What components areA component is a piece you compose messages from, so you write it once and use it many times: Component What i…
• Composing a messageMessages → Compose picks one component of each kind. You can create a component in place while composing (the …
• Which token goes whereEvery numbered field has a type : what kind of content mxAURA is allowed to put in it. There are four. Type Us…
• Build a template mxAURA can fillA template is a HubSpot marketing email with placeholders where the words change. The placeholders are called …
• The tracking blockOpens are counted by a 1-pixel image that loads from mxAURA when the email is opened. Clicks are counted becau…
• TemplatesA template is the HubSpot marketing email template your content renders into. mxAURA writes the composed conte…
• Why a header field takes one valueA header field holds one value. Variation lives in summaries and in the pool's rotation, not inside a header. …

Flows

• Flow blueprints (agencies)A blueprint is a flow definition an agency owns and assigns to client accounts. Each client gets a live flow t…
• Enrolling and unenrolling contactsEnroll from the flow page (or over the API / MCP with the enrollments.write scope). Enrolling sends real email…
• How a flow sendsA flow decides who is due and when. Its Settings tab holds the rest: the campaign it runs, the HubSpot form it…
• What a flow isA flow governs a contact's whole journey. Which campaigns, in what order, with what waits. Enrolling a contact…

Getting around

• GlossaryAura : what a company stands for, who it serves, how it sounds. Positioning plus Brand Kit plus your own mater…
• Home, this weekThis week Home opens with three lines for the week against the week before. Up: the biggest rise. Down: the bi…
• Where things areRadar : Analytics (campaigns, pools, messages and hubs), Findings, Ask. Identity : Baseline (the Product Brief…
• Start hereBefore you start: confirm your email from the link we sent when you signed up. AI drafting turns on once one p…

Media

• Media libraryMedia holds the images and files your articles and messages use, in folders, served from mxAURA's CDN. Upload …

Pools

• How the cascade picks the next messageWhen a HubSpot workflow reaches the mxAURA action for a contact, the cascade decides which single message that…
• Composing messages into a poolOpen a pool and Compose to add a message at the next position, or pick an existing message from the library. D…
• What a pool isA pool is an ordered list of messages . A campaign draws from its pools; each contact moves through a pool at …