Where to find Broadcasts
Click your user icon in the top-right corner, select CRM, then click Broadcasts in the page header next to the Contacts title.
Creating a broadcast
You can create a broadcast in two ways:
- From the Broadcasts page — click New broadcast to start a broadcast targeting all contacts.
- From the Contacts page — select one or more contacts using the checkboxes, then click Actions → Send broadcast to pre-target the broadcast to your selection.
Drafting your broadcast
The broadcast editor opens as an Untitled broadcast in Draft status. Fill in the following fields under Broadcast details:
- Broadcast name — internal label for your reference
- Email subject — the subject line recipients will see
- From email — the sender email address
- From text — the sender display name
- Email body — compose your message using the rich-text editor
You can personalize the email body using the following merge tags: {{email}}, {{first_name}}, {{last_name}}
Broadcast segmentation
Below the message editor, the Broadcast segmentation section shows exactly how many contacts this broadcast will be sent to, with a list of the targeted recipients.
Sending
Click Send broadcast to send immediately, or Save to keep it as a draft and return later. Once sent, the broadcast status changes to Sending and then Complete. The Broadcasts list will show how many contacts it was delivered to and the date sent.
Managing broadcasts
From the bottom of the broadcast editor, or from the Broadcasts list, you can:
- Save — save as a draft
- Clone — duplicate the broadcast to reuse it
- Delete — permanently remove the broadcast