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FeaturesLeads & Newsletter

Leads & Newsletter

Two distinct, tenant-scoped capture features ship out of the box:

  1. Newsletter — collects subscriber emails and sends a welcome email.
  2. Leads — an operator inbox of per-record inquiries with a status workflow.

They are separate systems with separate behavior. The newsletter sends email; the leads inbox does not.

Newsletter → Subscribers

A visitor enters their email in a Newsletter block on the frontend (e.g. the Newsletter Section block on a page). On submit:

  1. The email is validated and a subscriber is created in the Subscribers collection, scoped to the current tenant.
  2. If the email was previously unsubscribed, it is reactivated instead of duplicated.
  3. A welcome email is sent (see Email). It uses the tenant’s site name, URL, and logo.

Subscribers are managed in the Payload admin under Subscribers. The “from” address and branding in the welcome email follow the tenant’s site email and site name, falling back to the EMAIL_FROM / EMAIL_FROM_NAME env vars.

Tenant scoping

Subscribers are tenant-scoped — each tenant has its own list, and the same email can subscribe to different tenants independently.

Email configuration

Newsletter emails use the same email adapter as the rest of the app (Resend API or SMTP). Configure EMAIL_ADAPTER, RESEND_API_KEY (if using Resend), and optional EMAIL_FROM / EMAIL_FROM_NAME as described in the Email feature.

Leads → inquiry inbox

The Leads collection is an operator inbox of inquiries captured from a lead form on record detail pages. When a visitor submits the form against a record, an inquiry is filed under that record’s tenant.

  • Leads are surfaced in the Payload admin under Leads as an operator-only inbox.
  • Each inquiry carries a status workflow so operators can track it from arrival through resolution.
  • Submissions are validated and bound to the target record’s tenant, so a lead always lands in the right tenant’s inbox.
  • No email is sent. The leads inbox is for operators to review and act on; it is not a notification or autoresponder system. Wire your own notification if you want one.

Tenant scoping

Leads are tenant-scoped to the record they were submitted against. The inbox an operator sees is their own tenant’s inquiries only.

  • Email — email adapter and templates
  • Content — blocks and pages (Newsletter Section block)
EmailStorage