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A practical first-send guide

Get up and running with PDQ.

Six manageable steps take you from an empty account to a useful campaign—without trying to learn everything at once.

01

Build the audience

Add or import subscribers

Connect a signup form so new contacts can join automatically, or, on a paid plan, import an existing permission-based list using a standard CSV file. PDQ keeps subscriber information, opt-outs and suppression records organised from the start.

Moving from another platform?Export your subscribers with the fields you need and keep evidence of consent. Plan a migration if you want help.
02

Start small

Create your first email

A short welcome email is a useful first build. Start from a template, add your message and branding, then preview it on desktop and mobile. Confirm the signup worked and explain what subscribers can expect next.

PDQ Email Studio with a Harbour and Co newsletter being edited
Build your email with content blocks, edit the message and preview the result. Select the image to enlarge.
03

Plan your message

Plan your first campaign

Choose a useful update, announcement or newsletter. Decide who should receive it and what you want them to do. Save the campaign as a draft while you check the subject line, sender details, links and audience.

Create a campaign for Harbour and Co: November news — made for summer, sent to all subscribers on the Harbour and Co newsletter list, with a matching campaign summary
Name your campaign and choose its audience before moving to sender details and design. Select the image to enlarge.
Harbour and Co campaign being designed in PDQ Email Studio
Edit your campaign in Email Studio, then save and continue to review. Select the image to enlarge.
04

You stay in control

Choose when to send

Send immediately or schedule a specific date and time. Nothing is locked in while the campaign is a draft, so you can return to it when the content and timing are right.

PDQ send a test email dialog with a Harbour and Co address
Send yourself a test to check the email before scheduling your campaign. Select the image to enlarge.
PDQ review and send screen for Harbour and Co with a sample send time and populated campaign details
Choose a send date and time, check the campaign details, then confirm when ready. Select the image to enlarge.
05

Measure your impact

See how the email performed

Review deliveries, opens, clicks and unsubscribes. You do not need to optimise everything at once; one useful observation is enough to improve the next campaign.

PDQ campaign results for three Harbour and Co newsletters
Compare recipients, opens and clicks across recent campaigns. Select the image to enlarge.
PDQ campaign overview showing 860 opens, 100 clicks and a 43 percent open rate
Open an individual campaign to review its engagement and delivery details. Select the image to enlarge.
PDQ reporting with operating system, device and browser charts and detailed engagement rates
Explore how subscribers read your email, alongside unique and total engagement. Select the image to enlarge.
06

Build consistency

Repeat what works

Reuse effective templates, refine your segments and add simple follow-ups where they help. Sustainable email marketing grows through clear, repeatable improvements—not unnecessary complexity.

Want help moving first?

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