Broadcasts

Broadcasts let you send email campaigns to groups of contacts. Perfect for newsletters, announcements, promotions, and keeping your audience engaged.

# Creating a Broadcast

# Start a New Campaign

1. Navigate to CRM → Broadcasts
2. Click New Broadcast
3. Configure your campaign:
   • Campaign name (internal reference)
   • Subject line
   • From name and email
   • Content

# Campaign Details

# Selecting Recipients

# All Contacts

Send to your entire contact list.

# Filtered Contacts

Target specific segments:

• By Tag — Contacts with specific tags
• By Source — Where the contact came from
• By Activity — Recent engagement level
• By Custom Field — Any custom field value

# Exclude Contacts

Remove specific contacts:

• Unsubscribed contacts (automatic)
• Specific tags
• Recent email recipients

# Email Content

# Using Templates

1. Click Use Template
2. Browse your template library
3. Select a template
4. Customize for this campaign

See Email Templates for creating reusable templates.

# Rich Text Editor

The editor supports:

• Formatting (bold, italic, lists)
• Images and media
• Links and buttons
• Variables (personalization)

# Personalization Variables

Insert dynamic content:

Hi {{first_name}},

Thanks for being a valued customer since {{created_date}}.

Available variables:

• {{first_name}} — Contact's first name
• {{last_name}} — Contact's last name
• {{email}} — Contact's email
• {{company}} — Company name
• {{created_date}} — When they joined

# Fallback Values

Handle missing data:

Hi {{first_name|there}},

If first_name is empty, uses "there" instead.

# Preview and Test

# Preview Mode

See how your email looks:

1. Click Preview
2. View desktop and mobile layouts
3. Check personalization renders correctly

# Send Test Email

1. Click Send Test
2. Enter test email address
3. Review the actual email
4. Make adjustments as needed

# Sending Options

# Send Now

Immediately send to all recipients.

# Schedule

Send at a specific date and time:

1. Click Schedule
2. Select date and time
3. Choose timezone
4. Confirm scheduling

# Optimal Time

Let the system choose the best time based on historical engagement data.

# Campaign Performance

# Real-Time Tracking

After sending, track:

# Open Tracking

See who opened your email and when:

• First open time
• Number of opens per contact
• Device/client information

# Click Tracking

Track link engagement:

• Which links were clicked
• Click-through rate
• Most popular content

# Managing Campaigns

# Campaign Status

# Duplicate Campaign

Reuse successful campaigns:

1. Open the campaign
2. Click Duplicate
3. Modify content as needed
4. Send to a new audience

# Archive Campaigns

Clean up your campaign list:

1. Select campaigns
2. Click Archive
3. View archived campaigns in the filter

# Best Practices

# Subject Lines

• Keep under 50 characters
• Create urgency or curiosity
• Avoid spam trigger words
• Test different approaches

# Content

• One clear call-to-action
• Mobile-friendly design
• Concise, scannable text
• Compelling preview text

# Timing

• Test different send times
• Consider your audience's timezone
• Avoid weekends for B2B
• Tuesday-Thursday typically perform best

# List Hygiene

• Remove bounced emails
• Re-engage inactive contacts
• Respect unsubscribes immediately
• Regularly clean your list

# Compliance

# Unsubscribe Links

All broadcasts automatically include:

• Unsubscribe link (required)
• Physical address (required by law)
• Preference center link

# PDPA Compliance (Malaysia)

Ensure you have consent to email contacts:

• Document consent source
• Honor opt-out requests
• Keep records of consent

# Troubleshooting

# Low Open Rates

• Test different subject lines
• Check if emails land in spam
• Review send time
• Clean your list of inactive contacts

# High Bounce Rates

• Verify email addresses
• Remove invalid contacts
• Check for typos in bulk imports
• Use email verification tools

# Emails Going to Spam

• Authenticate your domain (SPF, DKIM, DMARC)
• Avoid spam trigger words
• Maintain good sender reputation
• Warm up new sending domains