Getting started guide
  • Welcome to Pullpath
  • Getting started
    • First pullpath
    • Editing
    • Testing
    • Launching
    • Results in the CRM
      • Results in Engage
      • Emailing results
      • Exporting results to excel
    • Your next pullpath
  • Templates
    • Overview
      • Importing path templates
    • Interactive newsletter
      • Tips for interactive newsletters
    • Intro to the team
    • Complete user profile
    • Recognize Contribution
    • Ask for testimonials
    • More templates
  • Additional topics
    • Groups & tags
    • Path performance
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  1. Getting started

First pullpath

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Last updated 3 years ago

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After you sign in to the , you should see a monthly newsletter path template pre-loaded for you. You can click Edit on the right to start.

If you don't see a path, then you can and then click the top right drop down, Create a path, Import paths.

Just find the .zip file you downloaded and click import. After a minute or so the page will refresh and you'll see the imported path.

CRM
click here to download a monthly newsletter template