A comprehensive Pulsebase walkthrough
Pulsebase is so easy to use - and the best way to demonstrate this is by showing it in action. So if you're not ready to sign up for a free account yet, take a look at the following screenshots, which walk you through the main Pulsebase features.
The first step for any Pulsebase user is signing up. We hate forms, so we've kept the details you need to enter to a minimum!
Press Sign Up Now and that's it. Your account is created and you're automatically logged in:
The first thing you'll want to do to get started is install the Pulsebase software on one or more computers. This is the software you'll be installing on every PC you build or repair. Click on the "Download the Pulsebase software" link:
When you download the software you'll get a "setup.msi" file, which you just need to run to install Pulsebase:
During the install, you'll be asked to enter your Pulsebase username and password:
You can also optionally enter some extra information about the computer you're installing it on, for example the customer's name, some tags (or categories) to identify this customer, and whether the customer is a business or a consumer. These are optional, but all help you target and segment your communication later - so you can send messages to certain types of customers and not others:
And that's it - you're done. When you click on Close, Pulsebase will run quietly in the background, waiting for you to send a message:
You send messages by logging into your Pulsebase account. So back to the Pulsebase website and click on Messages:
Clicking on Create New Message lets you select the type of message you want to send:
And you can then choose from some preset templates to help you design your message:
Each template comes with a quick preview to show you what the message looks like:
Click on "Choose" to select a message template, and you'll be presented with the template options:
Customising the message is so easy:
Once you're done, click Finish, and you're presented with the message options:
Let's send the message now - so click on "Send Message Now", and you get to the Send Message screen, where you can optionally choose to limit your message to certain types of customers, or to customers with certain tags:
Press Send Message when you're done:
Any matching computers with the Pulsebase software installed will now show the message:
The Pulsebase desktop software can be completely customised, and you can change all of the settings and branding from the web:
You can change quite detailed settings throughout the software:
Pulsebase remembers all of the messages that you have sent. At any time you can go back and view your previous messages on the Messages tab:
Just click on a message to view the message settings. You can even send the same message again if you'd like:
The message screen presents a number of actions you can perform on your message:
The Edit Message Settings screen lets you change advanced message options:
You can even edit the HTML of the message, to completely customise it:
Finally Automate Message lets you set up a message so that it sends automatically, when a customer matches certain criteria that you define:
Automate Message is great for showing a message when the customer's computer starts up, or when they are running low on hard drive space. Automate Message can also be used to send messages to customers throughout their lifetime - for example offer then antivirus at 30 days, or a new printer cartridge at 60 days.
There are many more features in Pulsebase. To see them all in action, just sign yourself up for a free account.