Start guides – Paloma

Get started with contacts
Get started with email campaigns
Get started with Events
Get started with Marketing Automation

Get started with contacts in Paloma

In Paloma you can easily keep your contacts' information and interests in order. You simply create lists and contact fields for exactly the data you want to segment on.

Step 1 – Create lists

Start by creating lists for your different types of mailings. Give them clear names, for example Newsletter, Campaigns, Internal communication, Events.

Step 2 – Create contact fields

Paloma already has standard fields such as Email, First name, Last name and Mobile number. Add your own fields for the information you need to segment on, for example Membership number, Department or Area of interest.

Step 3 – Create forms

Build forms that you embed on your website or share via a link. When a contact fills in the form, they end up in the right list, and you choose which fields they fill in.

Step 4 – Import contacts

You can import contacts from an Excel file with contact data in columns. You can also set up an API connection that automatically updates your lists from your website or other systems.

TIP – Feel free to create a contact list with your own contact for proofreading. Perhaps you want to see what your mailing looks like both when it lands in the inbox of your work email and in your private inbox?

Get started with email campaigns in Paloma

With Paloma you can create and send good-looking, mobile-friendly newsletters in just a few minutes. Follow the steps here and you will have your first mailing ready before your coffee gets cold.

Step 1 – Choose contacts

Start by creating a contact list, then you can easily import an Excel file or paste in the contacts.

Step 2 – Go to email

Go to Email in the menu and click Create letter.

Step 3 – Choose a template

Choose a ready-made template or start from scratch. All templates are mobile-friendly and easy to adapt further to your wishes.

Step 4 – Add content

Use our drag & drop editor to add text, images, buttons, links and much, much more.

Step 5 – Preview and test

Click Preview and send a test email to yourself. Here you can also see the preview for mobile.

Step 6 – Send or schedule

Choose whether you want to send right away or schedule a time that suits your audience.

Get started with Events in Paloma

This is where you quickly create an event with tickets, registrations and automatic confirmation.

Step 1 – Create a new event

Click Events in the menu and choose New event.

Step 2 – Design your event

Add a title, date, venue and description, and design it.

Step 3 – Add booking types/tickets

Set the price (or mark it as free), the number of places and any registration deadline, and much more.

Step 4 – Design the invitation

Use the email module to create a good-looking invitation, or start from a template.

Step 5 – Publish and share

Publish the event and share the link in newsletters, on social media or on your website.

Step 6 – Follow up on the participants

See bookings in real time, export lists and send reminders.

Get started with Marketing Automation in Paloma

With automation you save time and send the right message at the right moment – completely automatically.

Step 1 – Create a new flow

Go to Marketing Automation and click Create new flow.

Start simple by building an onboarding flow with an event node and an action node where you add your welcome email.

Step 2 – Activate and test the flow

Use a test contact and check that everything works as it should.

Step 3 – Follow up

Follow the statistics live, then follow up on the finished flow to optimize it.