How to Use the EDM?

How to Use the EDM?

How to Use the EDM Feature

Our EDM feature allows you to create, design, and send professional marketing emails directly to your audience. Follow these simple steps to get started:


The 4-Step Workflow
  1. Campaign Details: Define the internal identity of your campaign and the public-facing sender profile to ensure your emails are recognized and trusted by recipients.
  2. Select Recipients: Target specific segments of your audience by including relevant mailing lists and excluding others to prevent messaging fatigue.
  3. Message Content: Design the visual and textual elements of your email using pre-built templates or the drag-and-drop editor to ensure a professional look on all devices.
  4. Schedule & Send: Finalize your delivery strategy by testing your message, choosing a precise launch time, and confirming all settings before deployment.

Before you begin
To ensure a smooth campaign creation process, it is essential to have your account assets ready before you enter the wizard. Missing any of these prerequisites can lead to interruptions or the inability to proceed past certain steps.
Pre-flight Checklist
  1. Verified Your Domains: You must have a verified domain. Custom domains allow you to send emails using your own domain, which improves deliverability and brand recognition.
Idea
In the Sandbox, the system’s default domain allows you to send up to 100 emails.
  1. An Active Audience List: You cannot send a campaign to an empty room. Ensure you have imported your contacts into the "Audiences" tab. The system requires at least one list with valid subscribers to proceed to the scheduling phase.
  2. A Saved Template: While you can build an email from scratch during the workflow, having a pre-designed template saves significant time and ensures brand consistency across multiple campaigns.

Add Your Recipient List

1. Navigate to Audiences.
2. Click Create Audience and give your list a name.

3. Click View to open the Audience Details page.


4. Import your contacts using one of the following methods:
  1. Upload Contact File – Import a CSV or TXT file containing email addresses.
  2. Paste Contacts – Copy and paste multiple email addresses directly.
  3. Individual Entry – Manually add contacts one by one.
  4. Import From Projects – Import contacts directly from the projects linked to your PB account.

Create an Email Template

Creating a reusable template is the best way to maintain a consistent visual identity for your brand. It allows you to set up your logo, footer, and standard layout once, so you don't have to rebuild it for every single update.

1. Navigate to Templates: Go to the Email Marketing tab in the top navigation bar and select Templates from the side menu. Click the "Create Template" button to open the editor.

2. Name Your Design: Enter a clear "Template Name" (e.g., "Monthly Newsletter"). This is for internal use only and helps you identify the layout later.

3. Drag and Drop Content: Use the left-hand panel to drag blocks onto the canvas. Key blocks include Image for your logo, Heading for titles, Paragraph for body text, and Button for calls to action.

4. Save Your Work: Once satisfied with the structure, click the blue Save button. This template will now be available for selection in Step 3 of the campaign wizard.

Idea
You can design your email using our built-in editor — add text, images, buttons, and more to match your campaign’s branding.

Create Your Campaign

Navigate to the Campaigns tab and click "Create Campaign" to start the wizard.

1. Fill Campaign Details
The first step establishes the metadata that recipients see in their inbox before opening the message.
  1. Set Campaign Name: Enter an internal name (e.g., "Feb 2026 Product Update"). Only you will see this.
  2. Write Subject & Preview: Craft a compelling Subject Line (under 50 chars) and Preview Text. These are crucial for driving open rates.
  3. Configure Sender: Select your verified "Sender Email Address" and a recognizable "Sender Name" (e.g., your company name).
  4. Add Reply-To: Optionally, check "Add a 'Reply To' field" to route responses to a support address (e.g., support@...) instead of the sender address.

2. Select Recipients
This step determines who receives your email. Effective segmentation helps you avoid spamming users who may have already received similar information.
  1. Select Mailing List: Use the dropdown to choose one or more Audience Lists. You must select at least one list to proceed.
  2. Exclude Lists (Optional): If you want to prevent specific groups from receiving this email (e.g., "VIP Backers" who got early access), select that list in the "Exclude Mailing List" field.
  3. Verify Recipient Count: Check the real-time calculation at the bottom. Ensure it shows a valid number (e.g., "You are going to send 1,500 emails"). If it says "0 emails," adjust your selection immediately.

3. Message Content
Now you will combine your template with your specific message content. This step ensures your email is both visually appealing and accessible.
  1. Pick Your Template: Select the template you created in Step 1. This loads your standard layout, logo, and footer automatically, saving you from rebuilding the design.
  2. Edit Content: Update the text blocks with your campaign-specific message. Change images, update button links, and ensure all information is current. Use merge tags (like First Name) to personalize the message if your plan supports it.
  3. Check Plain-Text Version: The system automatically generates a plain-text version for accessibility and spam filtering. Click "Edit" next to the plain-text notice to review it. This ensures recipients on devices like Apple Watch can still read your core message.

5. Schedule & Send
The final step allows you to review your campaign and choose when it goes live. Pay close attention to the time zone settings to ensure your email lands in inboxes at the right moment.
  1. Send Test Email: Crucial Step. Always use the "Send Test Email" button to send a copy to yourself. Check for typos, broken links, and rendering issues on mobile devices.
  2. Choose Date & Time: Select "Schedule for Later" and pick a specific date and time from the calendar. Note that the schedule uses your account's time zone settings.
  3. Confirm & Schedule: Click "Schedule Send" and confirm the final prompt. Your campaign status will update to "Scheduled." If you aren't ready, click "Save as Draft" to finish later.

Monitor results

Once your campaign is sent, the job isn't over. Monitoring performance is key to understanding your audience and improving future emails. Navigate to the main Campaigns dashboard to view real-time analytics.

Key Metrics

  • Delivered: Percentage of emails that successfully reached the inbox.
  • Opens: Indicates how effective your Subject Line was.
  • Clicks: Shows engagement with your content and calls-to-action.

You’re All Set!

Once sent, you can monitor your campaign’s performance — such as open rates and click rates — in your campaign dashboard.