New Broadcast Campaign has two editors on the platform; a Legacy and a drag and drop editor. The Drag and drop editor is built for people who are not comfortable with using HTML code or need to build a good-looking campaign in a very short amount of time.
1. Go to Marketing -> Email Marketing -> Broadcast Campaigns
2. Click on the + ADD button at the right-hand side of the screen to create a new campaign and you will see Select a Template screen with a Drop-Down menu to select a Category and pick the User template name that you have already created & saved under the Marketing Email template section.
Note: If you have used the Legacy Template editor for creating your marketing template then select the Legacy Template option from the Category list and select the Template name. Click here to read more about creating a new Broadcast Campaign with Legacy Template Editor.
If you have not created any Drag and Drop template yet. then you can choose one of our many Library templates or our Default template where you can build a new template from scratch. Click here to know more about the Drag and Drop template editor.
3. Once you Select the Drag & Drop template name, you will be redirected to the Broadcast Info page (See below). It will contain several options discussed below:
Broadcast Info Page
4. Campaign Name (Required): Type in a name for the Broadcast Campaign.
5. Select the Group(s), Contact Filter or Account Filter to target your campaigns to.
a. Group: The Campaign will be sent to all members of the selected groups.
Note: You can add up to 3 groups at a time.
- Click on the group radio button then select a group from the drop-down list.
b. Contact Filter: Select this to contact a dynamic list of contacts.
- Click on Contact filter radio button then select an option from the drop-down list.
Note: You won’t be able to edit the filter in a running state
c. Account Filter: Select this to target a dynamic list of Accounts. The campaign will be sent to all linked Contacts of the Accounts associated with this list.
- Click on the Account filter radio button then select an option from the drop-down list.
Note: You won’t be able to edit the filter in a running state
6. From Name: Your login name will be populated in this field by default. You can change it to something else if you want to.
7. From Email: Your email address will be populated in this field by default. You can select a different email address from the drop-down list if you want to.
8. Subject (Required): The subject field will be updated according to the selected Template. You can type in a different subject if you want to change it.
9. Personalize: Click on the small gear icon (shown below) which is located at the right-hand side of the subject line to personalize drop-down list such as Company, First Name etc, to add to the subject field to make the Template more personalized.
10. Campaign Type: You can create and select a Campaign type based on different categories of campaigns that you mostly send for your audience, so a subscriber who opts out of email marketing from any specific campaign isn’t unsubscribed from other marketing campaign types. So if they have opted out from the Newsletter campaign then they will receive your weekly offers campaign.
11. Change Template: You can also change the Marketing Template from this section.
12. Once you fill in all the details on Broadcast Infor Page, then click on Next button to go into the Design Page.
13. Click here to know more about the Drag and Drop template builder.
14. Once you are done with the template design, then click on Test to send a test email and hit Save button to get more options, like- Schedule, Execute and Copy.
Template Design Page
- Save: Click on save to save any changes.
- Schedule: Click to schedule a date and time to execute the campaign.
- Select a date and time then click on Schedule and click on OK to confirm.
- Execute now: This will execute the campaign right away.
- Copy: This will allow you to create a similar campaign without having to make many changes.
- Test: This will allow you to send the Test email to your email account for a final review.
- Select a date and time then click on Schedule and click on OK to confirm.
Once your campaign Executes you will be able to track its performance via Results upon clicking on its name, as stated below in addition to the reporting functionality in the CRM.
The Notes for a particular contact will also be updated to show the Broadcast Campaigns sent to them previously as per the example below: