This guide will walk you through the main steps required to :

Before you can start sending from Sensorpro, you need to do some initial setup. Click the Initial setup menu, then click Settings.

First, authorize the email address from which you plan to send your first campaign. Enter Display name and Email address. Click the Send Verification Email&nbsp;button. Sensorpro will send an email to that address. In that email, click the Authorize&nbsp;button to authorize that address to send emails.

Next, fill in your company details. In some jurisdictions, you need to display your company details in the footer of the email. 

Now add your logo. Drag and drop your logo from Windows Explorer (or Finder if using a Mac) onto the area specified.

Next, you can add a web font. This is an optional step. If your branding guidelines require a specific font, you can add the name and link here. This font will be available to use in the email designer.

 The final section on this screen is for RFM configuration (used by Shopify). You will see our default values for Recency, Frequency and Monetary value. Feel free to change these values to suit your business. 

The next option on the Initial setup menu is Email Templates. This list will be empty for now. If you want to start creating a template, you can do it here. You can also do it later when you create your campaign.

If you authorised a sender on the Settings screen, you will see that address here. You can add additional senders by clicking Add From Email button. Follow the authorization&nbsp; instructions on screen.&nbsp;

From the main menu, click on the "Imports" link under the Contacts heading.

Click the "Add New" button. This will start a 3 step wizard.

Choose your import source and click next. The choices are:

Step 2 (if "Import from a Text File" was chosen)

Step 2 (if "Import from an FTP Site" was chosen)

Step 2 (if "Import using a Web Service" was chosen)

On this screen, you map the information from your data source into the corresponding fields in Sensorpro. There are four columns on the screen:

Some things to be aware of about the mapping process:

Some things to be aware of about the import process:

To create and send an email, you first need to create a campaign. A campaign is the process of building an email (step 1), creating a segment (step 2) and broadcasting the email (step 3).,

From the main menu, click on a thumbnail to use as a starting point on the "Quickstart email" panel.

This will prompt you to "Add to an existing campaign" or "Create a new campaign".

If you choose "Add to an existing campaign", a campaign selector will appear on screen and you can choose a campaign to add this design to.

If you choose "Create a new campaign", you will be prompted for a campaign name.

Click "Ok" and the email designer will appear (with your selected template loaded automatically).

&nbsp;There is a separate full guide for the email designer. You can access it by&nbsp;<a href="https://sensorpro.net/faq/v1.2/email/designer/" target="_blank">clicking here</a>&nbsp;(link opens in a new window).&nbsp;&nbsp;

Segmentation is the process of choosing who to send an email to. You can choose all contacts, contacts from a particular list/import, contacts based on campaign results, or even design your own rules (e.g. all contacts from the United States who work in the hospitality industry and have a job title of CEO or General Manager **).

**&nbsp;Note - you must have this data on your contact records to be able to use it for segmentation.

From within your campaign, click the "Step 2: Build Segment" screen.

There is a separate full guide for the Segmentation module. You can access it by&nbsp;<a href="https://sensorpro.net/faq/v1.2/email/segments/" target="_blank">clicking here</a>&nbsp;(link opens in a new window).

A Broadcast is the process of sending your email to your segment. Note - if you don't have an email or a segment in your campaign, you will not be able to create a broadcast.

From within your campaign, click the "Step 3: Send/Broadcast Email" screen.

This will be a list of broadcasts in this campaign. To add a new one, click "Add New Broadcast" at the bottom of the screen.

Back on the broadcast list, you will see the following icons in the Options Column:

Note 1:&nbsp;Make sure you send a test email to yourself to ensure that the email displays correctly.

Note 2:&nbsp;If you have scheduled a broadcast to go out at a future date/time and need to cancel it, click the clock icon. This will only be visible if you have scheduled an email.

After the email campaign has been sent, the results can be accessed from the Results Dashboard. The results are captured in real time and can be accessed at any time. From the main menu, click "Campaign results" on the menu.

You will now see a list of all your campaigns. Click the green dashboard icon beside the campaign you are interested in.

Alternatively, while on the homescreen, click the dashboard icon in your "Recent campaigns" panel:

When the dashboard loads, there are a number of sections on screen:

On the right side of the screen (from the top down):

Sensorpro Email Quickstart Guide

Sensorpro

Introduction