Create a Broadcast
To create a Broadcast:
- Go to Broadcasts > + New Broadcast Email
- Select an email builder
- Name your email
- Click Create Broadcast
- Choose who should receive the email using the Recipient filter
- Click Save Recipients > Next
- If you're using the Visual Email Builder, choose a starting point for your email or start from scratch
- Design your email
- Click Save Settings
Use the recipient filter to select the segment of people who should receive a Broadcast. To send a Broadcast to your entire list, leave the recipient filter blank. Undeliverable people are not included.
To select Recipients:
Click Choose a filter…
Click Save Recipients
To locate a person in Recipients:
Enter the person's email address into the search bar
Click Enter on your keyboard
To export a CSV file of Broadcast recipients:
Click Export to CSV
You will receive an email with a link to download the CSV file.
Configure the Broadcast Settings
Broadcast Settings contain all of the information about the email and is where you can duplicate or delete a Broadcast
The Identity Settings are customer-facing information in the Broadcast email
The name customers see in their inbox. This field is required.
The email address customers see in their inbox. This field is required and must be a valid email address.
The address customers see in the footer of all campaign emails.
Send a blind copy of every email in the campaign to any email addresses you put here.
Select the primary purpose of the Broadcast from the drop-down.
The Commercial setting is for a Broadcast containing emails with marketing content. For example, a promotional email series for your newest product line.
The Transactional/Relationship setting is for a Broadcast with content already agreed upon by the customer. For example, a receipt for the item the person purchased.
If you're unsure if you should send a transactional Broadcast, get more familiar with the CAN-SPAM ACT.
Duplicate a Broadcast
Create a copy of a Broadcast including the email contents and settings from the original.
To duplicate a Broadcast:
Go to the Settings tab in the broadcast
Click the Duplicate this Broadcast button
Give the duplicate email a name
Click Duplicate Broadcast
You will be brought to the new Broadcast recipient's tab.
Delete a Broadcast
Remove a Broadcast and all of its data from your account. Once deleted, all data for that Broadcast will be lost including email analytics.
To delete a Broadcast:
Go to the Settings tab in the Broadcast
Click the Delete this Broadcast button
Click I’m sure, delete this broadcast
The Broadcast will be permanently deleted.