Email Broadcast Wizard

The Email Broadcast Wizard allows users to configure and create rich and responsive Email communications using a modern Web Builder inside of the platform.

Email Broadcast Wizard Section

To access the Email Broadcast Wizard section in the platform:

  1. Open the platform’s Main Menu

  2. Click on the Blasting option

  3. Click the Email Broadcast Wizard option in the sub-menu

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Email Broadcast Wizard Main Dashboard

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Displays all the past Email Broadcast Wizard campaigns that have been Delivered, including a few stats for each:

  • Message Delivery Rate

  • Expected Messages

  • Sent Messages

  • Remaining Messages

  • % Sent

  • Bounces → messages that were rejected by the destination ISP

  • Complaints → messages that have been marked for complaint by the recipient with their ISP

  • Status

    • Using the Status link an active broadcast can be suspended temporarily or canceled permanently (please note that some broadcasts may show a % Sent greater than 100% in cases where messages have been retried or a fallback method was used)

Creating a new Email Broadcast Wizard

Navigate to the main Email Broadcast Wizard section of the platform

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To create a New Email Broadcast Wizard, click on the New Broadcast button displayed on the toolbar:

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This will open the NewEmail Broadcast Wizard screen for configuration

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Email Broadcast Wizard Configuration

When creating a new Email Broadcast Wizard, here's the breakdown of the configuration.

To start, in the Sender Name Section input the following required fields:

Field

Description

Name

Campaign Name used for Reports and Email Archives

Subject

The text used for the Email Subject line

From

Who is the Email from? This will display in the From field. Select one from the available addresses.

To continue, you must click on the Next button, and this will open the list of templates in the Template section:

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You must select a Template or create a new one, and the Web Editor will open in the Personalize section:

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To continue, you must click on the Next button, and this will open a confirmation window:

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To continue, you must click on the Yes or No button.

If you select the “Yes” button, this will open the following window:

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Here's the breakdown of the required fields:

Field

Description

Template name

Template name is required to save the template.

Description

Description is required to save the template.

Select a tag

You can select a category for the template.

To continue, you must click on the Save Template button, and the template Web Editor will open in the Personalize section:

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To Continue, you must click on the Next button to select the Recipients options:

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Here's the breakdown of the required fields in those sections:

Field

Description

Add Recipients

Enter Recipients: You must enter the emails manually in the text area, separated by comma.

My Email Lists: The Distribution Lists containing the users that will receive the email broadcast. Distribution lists can be populated in other campaigns. For example, you can use the Email Subscription campaign to add users to an Email Distribution List, and then use this wizard to engage those users.

I want to use and discard a file

Select this option if you wish to use a file containing the list of email addresses but not create a new Distribution List. When using this option you can specify an Excel or CSV file that includes more than one field. In this case the first field must contain the email address and any additional fields are personalized parameters to be used in the email body.

Filters

If you want to filter the shipment to just a few emails from the list.

To continue, you must click on the Next button to select the Delivery options:

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Here's the breakdown of the required fields in those sections:

Throttle

Uncheck the No throttle option if you wish to throttle the delivery of the broadcast. Enter the amount of messages and the minute period in which those messages should be delivered

Starts on

By default Now is checked. Uncheck the Now option to schedule the delivery for a later date and time

Once finished configuring the Email Broadcast Wizard, click on the Send button to activate the Email Broadcast.

You will be directed to the Main Email Broadcast Screen where you will see delivery information of the Email Broadcast in real-time.

TIPS
  • To insert images in your mail click on Insert, Insert Image and then enter the image URL.

  • Include the text {UNSUBSCRIBE} to include an automatic unsubscribe link anywhere in the body of the email. Use {DESUSCRIBIR} to include the unsubscribe link in Spanish.

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