Create and send a broadcast
1
Open broadcasts
Go to Broadcasts in the sidebar and click New broadcast.
2
Name the broadcast
Enter an internal name for the broadcast (not visible to recipients). Use something descriptive like “June promo — existing customers” so you can identify it later.
3
Choose a template
Select an approved template from the dropdown. Only templates with Approved status are available.If the template has variable placeholders (
{{1}}, {{2}}), you’ll fill them in for each recipient in the next step — or you can use a template without variables for a fixed message.If you don’t have an approved template yet, create one first. See create a template.
4
Select recipients
Choose how to target recipients:
- Contact list — pick a saved list
- By tag — select one or more tags
- All contacts — send to everyone in the workspace
5
Fill in template variables (if any)
If the template has placeholders, enter the values to use for all recipients. At this stage, the same value applies to everyone — for personalized values (e.g. each person’s name), use a template where the variable comes from the contact’s name field.
6
Review and send
Review the broadcast summary:
- Template name and preview
- Recipient count
- Target type
Monitor delivery
After sending, the broadcast status changes to Running. Open the broadcast to see:- Summary stats — total sent, delivered, read, failed counts and percentages
- Per-contact status — scroll through each recipient to see their individual delivery status