Send Or Schedule An Email Broadcast

Introduction

A broadcast message is a single message that is sent to an entire list of people at the same time. It can be scheduled to go out on a specific date and time, but the schedule is the same for everyone. A broadcast is generally the best option when you need to send the same message to everyone at the same time (e.g., a monthly email newsletter). It is also the best option for sending messages that require frequent updates.

Pro TIp!
Email marketing is permission-based marketing. Make sure you have permission before you send a broadcast. Review the Infusionsoft acceptable use policy.

 

Step-by-Step Instructions

  1. Go to Marketing > Email & Broadcasts

     

  2. Click Get Started

     

  3. Choose your template

    You can choose from:

    • Gallery: The Gallery contains several starter templates that you can use. Just hover over the template icon and click the "eye" icon to preview the template, or click Use Template to start customizing it.
    • Previously Sent: This section contains a list of the most recent email broadcasts that you've sent. Hover over the template and click Use as Draft to start customizing it. You can also click the Save icon to save the template to the "My Templates" area.
    • Drafts: When you are customizing an email template and click the Save & Exit button, the email will be saved as a draft so that you can come back to it later.
    • My Templates: To save an email template to the "My Templates" area, click on Previously Sent, hover over the email template and click the Save icon. To save a template while in the campaign builder, click the Actions drop-down while customizing the template and select, Save to My Templates.

     

  4. Chose the Email Broadcast recipients

    Click inside the search box to find an existing tagged list, or click the New Search link to create a new list to send this message to.

    (Optional) Click the Recipient options link if you need to change the default "To" email address.

     

  5. Enter a Subject Line

    Pro-Tip!
    You can personalize the subject line by merging in the recipient's contact details. For example, if you want the subject line to call out their first name, click inside the subject line text box and click the Merge button > Contact Fields (most common) > First Name.

     

     

  6. Customize the Email (Design View)

    Pro-Tip!
    Your work is auto-saved every 30 seconds

    In Design View, you can style various attributes of the email.

    • Heading 1 Style: This allows you to configure the font, color and size of any text in the template that is formatted as "Heading 1". You can specify text as "Heading 1" by highlighting some text and choosing Heading 1 from the drop-down.
    • Heading 2 Style: This allows you to configure the font, color and size of any text in the template that is formatted as "Heading 2". You can specify text as "Heading 2" by highlighting some text and choosing Heading 2 from the drop-down.
    • Normail Text: This allows you to configure the font, color and size of any text in the template that is formatted as "Normal Text". You can specify text as "Normal Text" by highlighting some text and choosing Normal Text from the drop-down.
    • Hyperlink Style: This allows you to format the color of hyperlinks in your email.
    • Email Background Color: Changes the background color of the email.
    • Email Position: You can toggle the position to left-justified (this is more typical when creating a personal, "hand written" email style) or centered for a more professional look.

     

  7. Customize the Email (Blocks)

    Click and drag blocks into your email to add new elements. To modify a block, select it and use the configuration panel on the left to make changes. For a Text block, just click inside the block and start typing.

    • Text: Adds the most basic block for holding text
    • Spacer: Allows you modify the spacing between blocks (both verticle and horizontal)
    • Divider: Adds a divider line across the width of the email.
    • Image: Adds an image. You can choose an image from your image library, upload a new image, or link to an image on the web.
    • Button: Adds a button on the email. The button can be a link to a page on your website, or you can send them to web forms, landing pages, etc...
      • URL: Sends them to the web page of your choice
      • Email Address: This is a "mailto" link which opens the recipients default email client when they click on it.
      • Phone Number: Adds a phone number link which can be interacted with on a mobile device.
      • File Download: Adds a download link from your filebox. You can also uplaod a new file.
      • Web Form: Choose from a list of Web Forms that you have created. When the recipient clicks the button, they will be redirected to the form.
      • Landing Page: Choose from a list of Landing Pages that you have created. When the recipient clicks the button, they will be redirected to the landing page.
    • Social: Call out your social media channels with this block: Facebook, Twitter, LinkedIn, YouTube, Google+, Pinterest, and Snapchat.
    • Group: This block adds an image, text, and a button all in one block.
    • Video: Embeds a linked video thumbnail compatible with Wistia, Vimeo and YouTube
    • Signature: Merges the signature from your user profile.

     

  8. Preview and Test your email

    Click the Test button to send yourself an email, or just click the Preview button to see how the email will look in most email clients and mobile devices.

     

  9. (Optional) Click Save and Exit to save this email in the Drafts area so you can come back and finish it later

     

  10. Click Schedule or Send to View the Email Broadcast Checklist

     

    Send with Confidence! The Email Broadcast Checklist will scan your email for errors and suggestions.

     

     

    When you are ready send, choose:

    • Schedule to Send Later: You can schedule the email based on your time zone or the time zone that is on the customer's contact record.
    • Send Now: Starts sending the email immidiately

     

     

     

  11. (Optional) If you need to stop the email, click the Stop Batch button

    To stop a scheduled broadcast goto Marketing>Reports>Email Broadcasts.

    On the SEARCH tag, in the "Sent by" field click on the name of the broadcast author.

    Click on MISC CRITERIA Tab, in the "Status" box select all 3: Pending, Queued, and Scheduling.

    Hit the Search button.

    Under View Reports click on the VIEW link.

    Scroll down to the Send Progress area and click on the Stop Batch Button. Once button is pressed the broadcast will not send.