Welcome to Modality

Quick Start

Get up and running in under 5 minutes.

1. 1

   Create your workspace

   Sign up with Google and your workspace is created automatically. Invite team members from Settings.

2. 2

   Import your contacts

   Upload a CSV or add contacts manually. Map fields to our schema during import.

3. 3

   Create your first event

   Set up ticket types, customize your public page, and start selling tickets.

4. 4

   Connect your tools

   Link Stripe for payments, connect an ESP (Brevo, Mailchimp, Klaviyo) for email delivery.

Core Concepts

Workspaces

A workspace is your team's environment. All data (contacts, events, forms, campaigns) is scoped to a workspace. Each workspace has its own members, roles, billing, and integrations. You can switch between workspaces or create new ones from the sidebar dropdown.

Multi-tenancy

Every record in Modality belongs to a workspace. This ensures complete data isolation between organizations. Team members can have different roles (Owner, Admin, Marketer, Event Manager, etc.) controlling what they can access.

AI Credits

AI features are powered by credits. Each plan includes a monthly credit allocation. Credits are consumed when you use the AI assistant to create events, forms, manage contacts, or run workspace commands. Usage is tracked in Settings → Billing.

Events & Ticketing

Create and manage events with full ticketing, checkout, and check-in capabilities.

Creating Events

Navigate to Events and click "New Event." Fill in the event details including title, description, date/time, venue, and optional artist lineup. Events start as DRAFT and can be published when ready.

Ticket Types

Each event can have multiple ticket types (General Admission, VIP, Early Bird, etc.). Set individual pricing, capacity limits, and descriptions for each. Prices are in USD and charged via Stripe. A 0.5% platform service fee is added to paid tickets.

Public Event Pages

Published events get a public page at /e/your-event-slug. These pages include the event description, media, artist lineup, Spotify/Apple Music embeds, and a checkout section for purchasing tickets.

Checkout & Payments

Ticket purchases are handled through Stripe Checkout. Buyers provide their email and name, select ticket quantities, and are redirected to Stripe's hosted checkout. Free events skip Stripe and complete immediately.

QR Code Tickets

After purchase, each ticket gets a unique QR code sent via email. Organizers scan QR codes at the door using the check-in endpoint, which marks tickets as USED and prevents duplicate entry.

Contacts & CRM

The CRM is the core of Modality. Every interaction — ticket purchases, form submissions, campaign clicks — flows back to the contact record.

Contact Management

View all contacts in a sortable, filterable table. Click any contact to see their full profile with activity timeline, tags, lists, custom fields, and event history.

Tags & Lists

Tags are flexible labels (VIP, speaker, newsletter). Lists are ordered groups for targeting campaigns. Both can be managed from contact profiles or in bulk from the table view.

Custom Fields

Extend the contact model with custom fields — text, number, date, select, multiselect, URL, and more. Custom fields appear on contact profiles and can be used in form mapping.

Import & Export

Import contacts from CSV with column mapping. The importer previews your data, lets you map columns to fields, and handles deduplication by email. Export contacts to CSV from the table view.

Activity Timeline

Every contact has a chronological activity feed showing all interactions: form submissions, ticket purchases, tag changes, email sends, and automation triggers.

Forms

Build custom forms for lead capture, registrations, surveys, and payments.

Form Builder

Drag and drop field types: text, email, phone, select, multiselect, checkbox, radio, textarea, date, number, URL, file upload, heading, paragraph, divider, and product fields for payments.

Theming & Customization

Customize form appearance with colors, fonts, button styles, backgrounds, and field shadows. Forms support both light and dark modes.

Contact Mapping

Map form fields to contact attributes. Submissions automatically create or update contacts in your CRM. Supports mapping to custom fields.

Payments

Add product fields to collect payments through Stripe. Support for multiple products, quantities, and deferred payment links sent via email.

Public Pages & Embeds

Published forms get a public page at /f/your-form-slug. Forms can also be embedded on external sites using the JavaScript embed snippet.

Email Campaigns

Create and send email campaigns to targeted segments of your audience through connected ESPs.

Campaign Creation

Write your email content, select the target audience (by tags, lists, or all contacts), choose your connected ESP for delivery, and schedule or send immediately.

ESP Integration

Campaigns are delivered through your connected email service provider. Modality handles audience sync, list management, and delivery tracking. Supported ESPs: Brevo, Mailchimp, Klaviyo.

Automations

Build workflows that trigger automatically based on events in your workspace.

Triggers

Automations start with a trigger: form submission, ticket purchase, tag added/removed, contact created, or a scheduled time. Each automation has exactly one trigger.

Actions

Actions execute in sequence after the trigger fires. Available actions: add/remove tag, send email, create record, update contact, sync to ESP, add delay, and send webhook.

Conditions & Delays

Add conditional branching to check contact attributes, tags, or custom field values before executing actions. Add time delays (minutes, hours, days) between steps.

AI Assistant

Modality's AI assistant understands your workspace and can take real actions through natural language.

What the AI Can Do

• Create events with ticket types and publish them
• Build forms with custom fields
• Create and manage custom object types and records
• Search and filter contacts
• Set up automations and campaigns
• Answer questions about your workspace data

Inline Chat vs. Global Chat

The AI is accessible in two ways: the inline chat on the Home page (and Automations page) for quick interactions, and the global chat sidebar accessible from any page. Both share the same thread history.

Credits & Usage

Each AI message consumes credits based on complexity. Simple queries use 1 credit; complex multi-step operations may use 2-5 credits. Monitor usage in the sidebar or Settings → Billing.

Custom Objects

Track any type of data beyond the built-in modules. Create custom objects for deals, products, projects, venues, sponsors — whatever your workflow needs.

Object Types

Create object types from the sidebar or via AI. Each object type gets a name, slug, icon, and set of custom attributes. Built-in attributes: text, number, date, select, multiselect, currency, URL, email.

Views

Switch between grid (spreadsheet) and kanban (board) views. Sort, filter, and group by any attribute. Bulk operations let you update, tag, or delete multiple records at once.

Integrations

Connect Modality to your existing tools for payments, email delivery, and data sync.

Stripe

Connect Stripe to enable ticket sales and form payments. Modality handles checkout session creation, webhook processing, and order fulfillment automatically.

Email Service Providers

Connect Brevo, Mailchimp, or Klaviyo via API key or OAuth. Modality syncs contacts and lists bidirectionally and routes campaign sends through your ESP.

Connector Framework

All integrations implement a shared Connector interface with standardized methods for contact sync, list management, and campaign sending. This ensures consistent behavior across providers.

Analytics & Reports

Track performance across your workspace with modular, drag-and-drop dashboards.

Dashboard Widgets

The reports dashboard supports multiple widget types: stat cards, bar charts, line charts, recent activity, top events, and contact growth. Resize widgets by cycling through small, medium, and large sizes.

Saved Views

Save custom dashboard layouts as named views. Share views with team members via URL. Each view preserves widget arrangement, sizing, and configuration.