🧭 Overview

Want to design your communication from scratch? No problem! Want to create a template? Check. What if you want to build off of one of our starter templates? Go for it. :) 

📢 Create and Schedule a New Broadcast

From the "New" tab select "Create New Email," "Create New SMS," or "Create New Template"

📤 Create a New Email 

  1. From the New tab select Create New Email.
  2. Select one of your templates to work from or Start From Scratch, select Use Template.
  3. Define your audience (more on that HERE). 
  4. Customize your email and give it a subject. 
  5. Select Save & Continue. 
  6. Confirm your subject line.
  7. Select Send Now or Schedule it for later.
  8. If you want to save this broadcast as a template you can do that now. 
  9. Hit Send Broadcast or Schedule Broadcast.

📲 Create a New SMS 

  1. From the New tab select Create New SMS.
  2. Select one of your templates to work from or Start From Scratch, select Use Template.
  3. Define your audience (more on that HERE). 
  4. Create your SMS content, add a link, or attach some media. 
  5. Select Save & Continue. 
  6. Select Send Now or Schedule it for later.
  7. If you want to save this broadcast as a template you can do that now. 
  8. Hit Send Broadcast or Schedule Broadcast.

📝 To Note

  • Broadcast emails are always sent from the person who is logged in and sending the email.
  • You can edit a scheduled email after scheduling by clicking on the menu button for a scheduled broadcast and selecting "Edit." However, to ensure that the email doesn't go out while editing, we unschedule the email. You will need to go through the send process again. If a scheduled communication has already initiated, you will not be able to make changes. So, if scheduled for 9am and you login at 9:01am, you will not be able to make changes that will be reflected in that communication.
  • The "Sent Count" from the dashboard may be different than the number scheduled due to bad email addresses or other errors.
  • It's important to be mindful that industry-wide open rate technology (pixel-rendering) used to track opens is notoriously inaccurate. It's a good indicator of general trends, but only an estimation. It's likely some emails have been opened that are not tracked.
  • Email and SMS report different data, which means different stats for each. We currently do not have a way to track opens or clicks in SMS broadcasts. 

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