Broadcast Emails

Broadcast emails allow you to send one-time messages to your subscribers. This guide covers creating, testing, scheduling, sending, and analyzing broadcast emails.

Broadcasts are organized per Channel. You cannot send a broadcast to subscribers from another channel. Make sure you’re in the correct channel before creating a broadcast.

Broadcasts Overview

The Broadcasts section shows all your email campaigns in a table format, displaying the broadcast ID, name, recipient count, status, engagement metrics, and creation date.

Broadcasts list page showing all email campaigns

From this page, you can:

  • View all broadcasts for the current channel
  • Create new broadcasts
  • Filter by status (Draft, Scheduled, Sending, Sent)
  • Search broadcasts by name
  • Monitor engagement metrics (Open Rate, CTR, Unsubscribe Rate)

Creating a Broadcast

Step 1: Choose Content Format

Click New Broadcast to open the format selection dialog:

Content format selection modal showing Rich Text, HTML, and Template options

Choose from three options:

  • Rich Text (Recommended): A visual editor perfect for newsletters and announcements
  • HTML: Direct code editing for custom designs
  • Start from Template: Begin with a professionally designed template

Step 2: Content Tab

After selecting your format, you’ll see the broadcast creation wizard with four tabs. The Content tab is where you compose your email:

Broadcast creation form showing Content tab with editor and fields

Basic Fields:

  • Name: Internal reference for easy identification (e.g., “Newsletter #12”)
  • Subject (Required): The email subject line recipients will see
  • Preview Text: Text shown alongside the subject in email clients
  • Reply-To: Optional custom reply address
  • Tags: For internal organization

Rich Text Editor Features:

  • Font selection and text color
  • Formatting (bold, italic, underline, strikethrough)
  • Links and images
  • Lists (bulleted and numbered)
  • Text alignment
  • Undo/redo

The Inbox Preview shows how your email will appear in recipients’ inboxes as you type.

Step 3: Settings Tab

Configure tracking and delivery options:

Settings tab with tracking and email server options

Tracking Options:

  • Track opens: Inserts an invisible pixel to record when emails are opened (note: some email clients block tracking pixels)
  • Track clicks: Rewrites links to track click-through rates

Email Server Options:

  • Use any email server (load balanced): Distributes emails across all active servers
  • Optionally select specific servers for this broadcast

Custom Email Headers:

Add or override email headers for specific requirements.

Step 4: Audience Tab

Select who will receive your broadcast:

Audience tab showing subscriber and segment selection

Targeting Options:

  • All Subscribers: Send to everyone on your list
  • Segments: Target specific groups based on your segment rules

You can select multiple segments—subscribers matching any selected segment will receive the broadcast.

Step 5: Save or Send

  • Save Draft: Save your progress to continue later
  • Autosave: Enable automatic saving as you work (toggle at bottom of screen)
  • Proceed through the wizard tabs using Next buttons

Testing a Broadcast

Before sending to all subscribers, test your broadcast. From the broadcast detail page, click the dropdown arrow next to Send now:

Broadcast options dropdown showing test and management options

Click Send test email to open the test dialog:

Test email modal with email address field

Enter an email address you have access to and click Send test to verify:

  • Email formatting and layout
  • Links work correctly
  • Personalization displays properly
  • Content appears correctly across email clients

Broadcast Detail Page

After creating a broadcast, view its details and preview:

Broadcast detail page showing preview and options

The detail page shows:

  • Recipients: Estimated number of subscribers who will receive the broadcast
  • Audience: Selected targeting (All Subscribers or specific segments)
  • Tracking: Which tracking options are enabled
  • Email Preview: Gmail-style preview of how your email will appear
  • Email Servers: Which servers will send this broadcast
  • Details: Broadcast ID and creation date

Sending a Broadcast

Send Immediately

Click Send now to immediately queue your broadcast. The system will:

  1. Validate all broadcast settings
  2. Queue emails for all targeted recipients
  3. Begin sending through configured email servers
  4. Display real-time progress

Schedule for Later

Select Schedule send from the options dropdown to:

  • Set a specific date and time
  • Schedule across different time zones
  • Plan campaigns in advance

Broadcast Statuses

  • Draft: Being created or edited
  • Scheduled: Queued for future sending
  • Sending: Currently being delivered
  • Sent: Successfully delivered
  • Failed: Encountered errors during sending

Analytics and Reporting

After sending, these metrics become available:

  • Open Rate: Percentage of recipients who opened the email
  • Click Rate (CTR): Percentage who clicked links
  • Unsubscribe Rate: Recipients who opted out after this broadcast
  • Delivery Rate: Successfully delivered vs. total sent
  • Bounce Rate: Emails that couldn’t be delivered

Managing Broadcasts

From the options dropdown, you can:

  • Edit: Modify draft broadcasts
  • Duplicate: Create a copy as a starting point
  • Archive: Hide from active list
  • Delete: Permanently remove

Best Practices

Content:

  • Write compelling subject lines (aim for under 60 characters)
  • Use preview text to complement your subject
  • Keep content focused and valuable

Deliverability:

  • Maintain clean subscriber lists
  • Monitor bounce and spam rates
  • Use proper sender authentication

Testing:

  • Always send a test email before broadcasting
  • Verify on multiple email clients
  • Check all links work correctly

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