Setting Up Your Pulse Workspace

Workspace Onboarding is a guided setup process that helps you prepare your Pulse workspace before launching your first campaign.

There are six steps:

1. Organization
2. Domain
3. Sender
4. Connection
5. Contacts
6. Test

Each step has a specific purpose. You can move through them one by one and complete any skipped steps later.

Tip: We recommend completing all six steps before sending your first campaign. This helps make sure your workspace, sender, contacts, and integrations are ready.

The first step is to give your Pulse workspace a name.

What is a workspace name?

Your workspace name helps you identify your account inside Pulse.

For example:

• ABC Store
• My Fashion Store
• Saim's Store
• XYZ Marketing Team

How to set it up

1. Enter the name you want to use for your workspace.
2. Review the name.
3. Continue to the next step.

Your workspace name will appear in different areas of your Pulse account, including the Setup Preview panel.

Note: Choose a name that makes it easy for you and your team to identify the workspace.

A sending domain is the domain Pulse uses to send emails on behalf of your business.

For example, if your website is:

yourstore.com

You can configure your email sending so your emails are sent using your own domain.

Why should you set up a sending domain?

Using your own domain helps build trust with your customers and can improve email deliverability.

How to set up your domain

1. Enter your domain name.
2. Click Generate DNS Records.
3. Pulse will show you the DNS records you need to add.
4. Log in to your domain provider.
5. Add the DNS records provided by Pulse.
6. Return to Pulse and complete the verification process.

If you're not ready to configure your domain yet, click Skip for now.

You can come back and set it up later.

Tip: Domain setup usually requires access to your domain provider's DNS settings. If you're not sure how to add the records, contact your domain provider or the Pulse support team.

Your sender information tells customers who the email is coming from.

For example:

Sender Name: ABC Store
Sender Email: hello@abcstore.com

Customers will see this information in their inbox when they receive your emails.

How to verify your sender

1. Enter your Sender Name.
2. Enter your Sender Email.
3. Click Send verification email.
4. Open the verification email in your inbox.
5. Follow the instructions in the email to verify your address.

Once your email is verified, you can use it as your sender identity in Pulse.

Important: You must verify your sender email before sending real email campaigns.

Connecting your store or website allows Pulse to work with your store data and customer activity.

Depending on your platform, Pulse can use the connection for things such as:

• Product synchronization
• Storefront tracking
• Popups
• Customer events
• Store-related data

Supported platforms

You can connect:

• Shopify
• WooCommerce
• WordPress
• Custom website

Connecting a supported platform

Select the platform you use and follow the connection instructions shown by Pulse.

Connecting a custom website

If you have a custom-built website:

1. Select Custom.
2. Enter your website URL.
3. Add an access token if your setup requires one.
4. Follow the instructions provided by Pulse.

Manual installation

If your website requires a manual installation, Pulse will provide a script tag.

Copy the provided script and add it to your website as instructed.

Note: If you don't want to connect your store right now, select Skip for now. You can connect it later from your Pulse settings.

Contacts are the people you want to communicate with through Pulse.

You can add your existing contacts in two ways.

Option 1: Upload a CSV

If you already have a list of contacts, you can upload them using a CSV file.

1. Prepare your contact list in CSV format.
2. Select the CSV upload option.
3. Upload your file.
4. Follow the instructions to complete the import.

Option 2: Import From Your Connected Store

If you connected a store in Step 4, you can select:

Use connected store

Pulse will pull the available contacts from your connected platform.

Add contacts later

If you're not ready to import contacts yet, select:

Skip, I'll add contacts later

You can add your contacts later from your Pulse account.

Tip: Make sure your contact list follows applicable email marketing and consent requirements before importing or messaging contacts.

The final step is to make sure your email setup is working correctly.

A test email lets you check how your email looks and confirms that your verified sender can send successfully.

How to send a test email

1. Make sure your sender email has been verified.
2. Click Send Test Email.
3. Check the inbox of the test recipient.
4. Open the email and make sure everything looks correct.
5. If everything is working correctly, click Go to Dashboard.

Your workspace is now ready to use.

Tip: Always send a test email before launching an important campaign. This gives you a chance to catch setup or formatting issues before your customers receive the email.

Use this checklist to make sure your workspace is ready:

Step	Setup Task	Status
1	Name your workspace	Recommended
2	Set up your sending domain	Recommended
3	Verify your sender email	Required
4	Connect your store or website	Required
5	Import your contacts	Recommended
6	Send a test email	Recommended

What does "Required" mean?

Required steps need to be completed before you can fully use certain Pulse features.

What does "Recommended" mean?

Recommended steps aren't necessarily required immediately, but completing them will help you get your workspace ready and avoid issues later.

Yes. Most onboarding steps can be skipped if you're not ready.

For example, you can:

• Skip domain setup and configure it later.
• Skip your store connection and connect it later.
• Skip contact import and add contacts later.
• Complete the test email later.

However, sender email verification is required before you can send real email campaigns.

You can return to your workspace setup whenever you're ready.

Do I need to connect my store immediately?

No. You can skip the connection step and connect your store later. However, connecting your store allows Pulse to access the store data and customer activity needed for supported features.

Do I need to set up a sending domain?

It's recommended because sending from your own domain can help build trust and improve email deliverability. You can skip this step initially and configure it later.

Why do I need to verify my sender email?

Sender verification confirms that you have access to the email address you're using to send campaigns. It also helps prevent unauthorized people from sending emails using your email address.

Can I import contacts later?

Yes. You can skip contact import during onboarding and add contacts later.

Can I connect a different platform?

Yes. Pulse supports Shopify, WooCommerce, WordPress, and custom websites.

What happens after I complete all six steps?

Once your setup is complete and your test email works correctly, you can go to your Pulse dashboard and start preparing your campaigns.

If you have any questions or run into a problem during setup, click the chat icon inside Pulse to contact the support team.

Our support team can help you with:

• Domain and DNS setup
• Sender verification
• Store connections
• Contact imports
• Test emails
• Setup and troubleshooting