Creating Your First Email

Creating and sending an email is a piece of cake with PTOffice! Just follow the step through process. Here’s how:

1. Login to your PTOffice website.
2. Under Applications > Emailing & Newsletters, choose the Emails menu option.
3. Click the +Create button in the upper right hand corner.
4. Choose the kind of email you wish to create (we recommend either the Classic Campaign (to send right away) or the Scheduled Campaign (send at a set time) email types) and then click the Create button.
5. Choose either a template to start from or click the Start from an empty template button.
6. Use the drag and drop editor to design your email.
7. Once you’re happy with your email, choose the desired action from the black header above your email (save as template, send a test, cancel, or apply).
8. After choosing Apply, you will enter the next step to set a campaign name, subject line and add any attachments needed.
9. Choose Save & Continue.
10. Choose the lists of subscribers you wish to send this email to.
11. Choose Save & Continue.
12. Provide the Sender Information and send timing. (Note: You MUST use email@ptoffice.com as the FROM email address). Also, entering a BCC address will receive the email for as many recipients you have in your list.
13. Choose Save & Continue.
14. Run a spam test and send a test email to yourself to verify its formatting.
15. Choose Save & Continue.
16. Review the summary and then Add to the Queue to begin sending your email.

That’s it! Your email is off to the masses!