FAQs and troubleshooting | Pathfinder help center

FAQs and troubleshooting

A regularly curated list of commonly asked questions by Pathfinder customers

32 articles in this collection
Written by Dan Stearn, Marija Stardelova, and Greg McDonald

Troubleshooting checklists

My Campaign didn't load?

Useful troubleshooting checklist.

Written by Marija Stardelova
Updated over a week ago

Why Your Broadcast Didn't Send

Quick and useful troubleshooting checklist.

Written by Marija Stardelova
Updated over a week ago

Why is the Save Campaign Button Grayed Out?

I cannot save my changes to the campaign.

Written by Marija Stardelova
Updated over a week ago

Contacts, tracking and Shopper DNA

Why doesn't Pathfinder use lists?

Marketing lists are a thing of the past. Shopper DNA is the future. Here's why.

Written by Dan Stearn
Updated over a week ago

How else can I get contacts into Pathfinder?

Using 3rd Party tools to import your contact list.

Written by Marija Stardelova
Updated over a week ago

How can I delete a contact?

Search and delete specific contacts from your Pathfinder account.

Written by Marija Stardelova
Updated over a week ago

How do I export my data?

Getting your contacts and other data out of Pathfinder.

Written by Marija Stardelova
Updated over a week ago

CSV custom field import

For Pathfinder Pro users.

Written by Marija Stardelova
Updated over a week ago

Trigger Reversibility

What happens if a contact stops meeting the conditions.

Written by Marija Stardelova
Updated over a week ago

How can I view how many contacts have a specific tag?

How to check the number of contacts that have a certain tag and see who the contacts are?

Written by Marija Stardelova
Updated over a week ago

Bulk Unsubscribe of contacts

How a large amount of your contacts stop receiving your emails at once.

Written by Marija Stardelova
Updated over a week ago

How can I see who is unsubscribed

Identifying and exporting unsubscribed contacts.

Written by Marija Stardelova
Updated over a week ago

Campaigns and metrics

How does Pathfinder calculate email metrics?

Delivery, open, click-to-open and unsubscribe stats explained.

Written by Dan Stearn
Updated over a week ago

What's the difference between email opened and clicked?

Click open open click.

Written by Dan Stearn
Updated over a week ago

How do I see which link a contact has clicked?

Tracking Email activities.

Written by Marija Stardelova
Updated over a week ago

Emails

Transactional Email vs Marketing Email: What's the Difference?

What are transactional emails and how are they different from the all other marketing emails?

Written by Greg McDonald
Updated over a week ago

How to Create Transactional Emails?

Sending non-marketing emails to your contacts.

Written by Greg McDonald
Updated over a week ago

How To Create Your Own Email Template

Saving your emails as custom templates for future use.

Written by Greg McDonald
Updated over a week ago

Can I Attach Files to Emails?

The answer is no... but here's our solution!

Written by Marija Stardelova
Updated over a week ago

Can I Add Videos to Emails?

The answer is no... but here's a couple of workarounds!

Written by Dan Stearn
Updated over a week ago

How do I include a blog feed in my emails?

How to integrate an RSS feed from Wordpress or another CMS.

Written by Marija Stardelova
Updated over a week ago

Why Can’t I Change The Unsubscribe Link?

Unsubscribe must be clearly available.

Written by Marija Stardelova
Updated over a week ago

How do I change saved Template name?

Managing user templates.

Written by Marija Stardelova
Updated over a week ago

How to change the name of an email?

Amending the name in an email template..

Written by Marija Stardelova
Updated over a week ago

How to change the background color outside of the email?

Can the background color outside of the email template be changed.

Written by Marija Stardelova
Updated over a week ago

How do I move an email from one campaign into another campaign?

Can I move an email from one campaign into another?

Written by Marija Stardelova
Updated over a week ago

Web Personalisation

Is it possible to embed a form within an email?

When you want to have different button options for a contact to choose from within an email.

Written by Marija Stardelova
Updated over a week ago

Misc.

What to do if you start feeling overwhelmed

Introducing "the great marketing automation epiphany"...

Written by Dan Stearn
Updated over a week ago

Setting up your email domains

Email address verification and authentication explained.

Written by Marija Stardelova
Updated over a week ago

How to disable Assistant campaign guides

Prevent the Assistant from automatically explaining a campaign after it's built.

Written by Marija Stardelova
Updated over a week ago

Cookie policy FAQ

As a Pathfinder user, what are my responsibilities regarding setting cookie policy?

Written by Marija Stardelova
Updated over a week ago

Can I edit the source code of an email directly rather than using the editor?

If you have an email source code.

Written by Marija Stardelova
Updated over a week ago