TABLE OF CONTENTS


Sending your first email campaign is a simple task but requires some initial setup before you can proceed. 


This guide is a quick look at sending an email campaign in Pinpointe using a template with the Drag and Drop Editor. It doesn't cover all the features. 


For more detailed information on how to use Pinpointe, consult the respective articles in our Knowledge Base. 


Follow the steps below, and you'll be sending your first email campaign in no time!


Create a database


A database is a collection of details (Email Address, Name, Age, Title) about your contacts. When sending out an email campaign, you send it to a contact list, which means everyone on the list will receive the email.


Your administrator may have already created a database for you. To check to see if a database already exists, click on the "Manage Databases" link on the home page (Fig 1). 


Fig 1




Add/import contacts


Before you can send an email campaign, you need contacts to send emails to. 


If you only have a handful of contacts to add to your list, go to Contacts -> Add Contacts on the navigation menu on the left (Fig 2).


Fig 2




Choose a Contact Database to add contacts to and click the Next button. On the Add Contact Details screen, fill out the form by typing in their email address and the values for any custom fields you've created for the contact list (Fig 3).


Fig 3



When you're done, you can click Save to save the contact to the Contact Database AND add another contact. Clicking Save And Exit adds the contact and returns you the Manage Database screen. 


Create your email campaign

The most important part of your campaign is the email you will send to your database, list, or segment. 


Let's now look at how to create a simple email campaign by choosing a professionally pre-designed email template from those included in the system using the Drag & Drop editor. 


On the Pinpointe home screen click on the 'Create Email' link or icon (Fig 4).


Fig 4

 



Under DND Builder, your email campaign a name and click on "Get Started" (Fig 5). 


Fig 5




Click the Select button below the template you'd like to use (Fig 6).


Fig 6




Use the drag and drop elements to create your campaign.


Be sure to do an Inbox Preview (Fig 7) and Spam Check (Fig 8) before saving your campaign. 


Fig 7



Fig 8



Once completed, save your campaign so it's ready to send.


Congratulations, you've just created your first email campaign with the DnD Builder! 


Let's now move on to send it to your contact list of contacts.


Send your email campaign


Click on the "Send Email' link or icon on the home screen (Fig 9).


Fig 9



When the page loads, choose who you want to send your campaign to.

For this example, I choose the Radio button "All Contacts from Entire Database(s)" and chose my 'Eryn Test' database. 

Then, click "Next >>" to continue (Fig 10).


Fig 10

 


On the next page, select filters (Email Address, Last Name, etc.) if needed (Fig 11). 


Fig 11


 

If you don't need filters, click the Skip button.  


When you're done, click Next to configure your Email Scheduling.


Configure your last settings as needed for scheduling and click Next (Fig 12). 


Fig 12 


 

Pinpointe will perform a Pre-flight Check to determine if there's any optimizations you can make to your email. Assuming you're fine with the checks, click on Schedule My Email Campaign (Fig 13). 


Fig 13  




After a brief wait, the Activity Status on your Email Campaign will change from Waiting to Complete.


Congratulations, you've just created and sent your first email campaign!