How Do I Set up the PDI Email Integration?

The PDI Email integration allows you to send emails en masse from within ISP. PDI charges $1 for every 1,000 emails sent. This billing will be added on to your normal ISP billing, and then we forward that money to PDI.

How do I add the PDI Email integration in ISP?

Under the Integrations tab, select Add/Remove Integrations and scroll down through the Available section until you see Email: PDI Email. Click on it to install it. Note that this integration is only available to democrats. If you don’t see it, contact support@ispolitical.com so we can ensure your account is correctly indicated as democratic.

How does the integration work?

After you’ve installed the integration, click the Tools menu, then click Broadcast Emails. On this page, click the Add Email Template option in the bottom left and create your email template. 

Emails are sent through Advanced Search. Once you’ve created your template, navigate to the Add/Search menu, then click Advanced Search. Using Advanced Search, you need to devise a recipe to isolate the individuals you want to email. After running your search and getting the desired results, select Exports & Actions at the bottom, then select Send Broadcast Email. From here, you can select the template you previously created and send the email to everyone in your list. 

Any emails sent will automatically be logged as Communications on the individual’s or organization’s record. 

On the Integrations> PDI Emails page, you can set a forward address to receive emails from people who respond to your email.

How do I deal with my emails going straight to spam?

Unfortunately, broadcast emails going into spam is out of our control. There are many factors that cause this, and it’s nearly impossible to predict. If you’re having trouble with emails going to spam, you may need to try one of our other broadcast email integrations, like Mailchimp or Constant Contact.







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