Create a Broadcast

A broadcast is a single email that will be sent to contacts around the same time.

Create a new broadcast by going to Mail Campaigns > New Campaign.

Select Single Email, and click the Continue button.

Campaign

Enter a name in the Name this broadcast field. The name will be used to identify the broadcast internally, and will not be shown to contacts.

Enter a subject in the Email Subject field. This will appear as the subject line in the email sent to contacts.

You have the option of inserting personalized details in the subject line. For example, if you want to include the contact’s name in the subject line, click Insert Personalisation, and select First Name from the drop down list.

You should already have at least one mail delivery profile set up. Select the mail delivery profile from which you want the broadcast email sent, and click the Continue button.

Recipients

A broadcast can be sent to contacts within a segment or contacts with a certain tag.

Segment

If you haven’t created any segments, you’ll be prompted to create one. You can either add a new segment or an advanced segment.

Once you have at least one segment, choose the segment to which you want to send the broadcast from the dropdown list.

If you want to preview the contacts to which the broadcast will be sent, click the Preview Audience button. Otherwise, click the Continue button to move on.

Tag

Click the Use Tags box.

You can either send the broadcast to all contacts with a specific tag. For example, this will send to all contacts with the vip tag:

Or, you can send the broadcast to all contacts without a specific tag. For example, this will send to all contacts without the vip tag:

If you want to preview the contacts to which the broadcast will be sent, click the Preview Audience button. Otherwise, click the Continue button to move on.

Message

This is where you decide how the email will look and type in the actual email text.

Select an email template, and click the Continue button.

You’ll see a default email with some placeholders, which will vary depending on which template you chose. Whatever you type into the email is what will be sent to your contacts.

Note: We recommend including the ##UNSUB-LINE## placeholder in all broadcast emails, as it is required by many local laws. This is what allows contacts to unsubscribe from mail campaigns.

When you’re done typing the email, scroll down to enter an email address and click the Send Test Email button.

Once Jetpack CRM has successfully sent the test email, click the Continue button that appears.

Delivery

The Mail Summary section gives you an overview of the broadcast email and how many contacts it will be sent to.

The Mail Delivery section allows you to choose when the broadcast email is sent out.

After you’ve selected your delivery settings, click the Send Now button to send the broadcast.

Updated on October 8, 2020

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