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Marketing automation for SaaS teams.

Onboard, announce, re-engage. One customer record. Tours, checklists, tooltips, info cards and banners inside the product. Email, push and WhatsApp outside it. One outreach list, shared customer data, and replies that land in the same inbox as support.

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A home for everything your team is building.

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Website redesign

Design a better first impression.

Website
8 tasksLukas
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Customer onboarding

Help every new customer get started.

Product
12 tasksLukas
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Help center

Give customers the answers they need.

Content
6 tasksLukas

Recent activity

✓Homepage wireframesLukas completed a task in Website redesign
+Welcome emailEmma added a task to Customer onboarding
Lukas

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Included from the Team plan, unlimited seats.
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Trusted by 4,500+ teams
Every message has a job. Get a new user to the first result, explain what shipped, bring a quiet account back. Pick the format for the job; the rules and the customer record are the same.

Guide inside the product.

Where the user already is.
Team
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Lukas
Invite your teammates.
2 of 3 BackNext
Steps on your live interface: message, pointer and video. Advance on Next, a click or an input.
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2Invite a teammate

Add the people who review reports with you.

Open team settingsMark as done
Tasks with an action and a completion rule, progress in the widget, a success screen at the end.
New report
Maintenance tonight, 22:00 CET.Details
A line with an action, a modal with media and steps, or a hint on one element.

Reach them outside it.

Email, push, WhatsApp.
Event-triggered emails and one-off newsletters from a verified domain, with opens, clicks and bounces per send.
A
Acmenow
Your September report is ready
Open Reports to review usage and retention.
Acmenow
New comment from Lukas
The export works again, sorry for the wait.
Campaigns and support replies on iOS and Android through Firebase Cloud Messaging.
Audience type

Who should receive this message.

Dynamic audience
One-off audience
CSV upload
Audience rules

Filter by contact attributes.

Users ⌄Plan is Pro ⌄+ Add filter
Dynamic audiences keep sending to new matches. One-off sends go to everyone who matches now, with a preview count.

Same rules for every format.

Trigger, audience, frequency, pages.
An event or property trigger with a delay, audience rules from attributes, tags and events, page rules, and once or every time. Learn it once, use it for a tour or a newsletter.
See the event-based messaging guide
Trigger

The event or audience rule that sends this email.

project_created
How often

How often a person can receive this email.

Send once, first time the person matches the rules
Send every time the person matches the rules

Replies come back to one inbox.

Support and outreach share the customer.
Answers to a newsletter or a push land as tickets with the customer's history. Kai answers what it can and brings the team in when needed.
Meet Kai
Engagement without per-seat budgeting.
Partfox moved from per-seat tooling to Gleap, integrated custom data in 10 days, and now runs live chat, AI support, bug reporting, feature requests, tours, checklists and surveys on one platform.
Maic Fankhauser
Product Manager, Partfox
About marketing automation
What marketing automation tools does Gleap include?
Gleap includes product tours, onboarding checklists, tooltips, info cards, banners, in-app chat messages, email automation, push notifications, WhatsApp messages, surveys and news and release notes. They live in one outreach list inside the support platform.
Which format should we use for onboarding?
Use a checklist for a set of tasks, a tour for a guided sequence on the interface, a tooltip for one control, and an info card for a launch that needs a picture. A checklist task can open any of the others, so start with the checklist and attach the rest.
Can we trigger outreach from product events?
Many formats support event or property triggers with an optional delay. Audience targeting is shared; page rules and frequency controls depend on the format. Tooltips use audience and page targeting, and checklists have no frequency setting. Your app sends the events through the Gleap SDK or API.
What is the difference between a dynamic audience and a one-off send?
A dynamic audience keeps matching: each person who meets the rules after the trigger receives the message. A one-off send goes once to everyone who matches at that moment and shows the count before you publish. Email, push and WhatsApp support both; in-app formats are dynamic.
How should we announce a new feature?
Publish the release note in news, then point the right audience at it: a banner or info card for people in the product, an email or push for those who are not. All of them can open the news item directly.
Do these tools require an AI agent?
No. Your team writes, targets and publishes every message. Kai comes in when customers reply or ask questions: it answers from your knowledge base, can suggest a product tour, and brings the team in when needed.
Is WhatsApp part of the same outreach list?
Yes. WhatsApp messages are an outreach format with a one-off or dynamic audience, sent through your connected WhatsApp channel, and replies arrive in the same inbox.
Do the in-app formats work in native mobile apps?
Tours, tooltips, banners, info cards and checklists are delivered by the JavaScript SDK on websites and web apps. Native iOS and Android apps use news, surveys, in-app chat messages and push notifications.
How is this different from a standalone marketing automation platform?
The contact record, events, inbox and knowledge base are the same ones support uses, so a reply to a campaign is a ticket with history, not a new lead in another tool. Gleap fits teams that want onboarding, announcements and re-engagement next to support. Compare reporting and integration needs before replacing a dedicated marketing suite.
How does outreach connect to the rest of Gleap?
It shares the customer with support and product. A reply goes to Kai or a teammate, a reported problem becomes a ticket with session replay, Kai Resolve investigates it, Kai Code opens a pull request your team reviews, and the customer hears back after the release. See how Gleap closes the loop and what self-driving development means.
Which plan includes marketing automation?
Outbound messaging is included from the Team plan with unlimited seats; message and email allowances depend on the plan. See pricing.
Can we see the whole platform?
Yes. The platform overview shows how the inbox, AI agents, feedback tools and outreach share one workspace and one customer record.
Every message with a job, from one platform.
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4.6/5
on G2