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Broadcasts

Send personalized mass communications to your audience via email, SMS, or WhatsApp using Delphi’s Broadcast feature.

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Written by Jaya Nayar
Updated over 2 weeks ago

Overview

Broadcasts let you reach everyone—or a precise segment—through email, SMS, or WhatsApp in one go. You can personalize each message, schedule it for the perfect moment, and see a permanent record of every send. This keeps your outreach clear, timely, and on-brand while protecting your audience’s privacy.

Why This Matters

  • Save time. Send one message to thousands without manual copy-paste.

  • Boost engagement. Insert each person’s name so every message feels personal.

  • Protect privacy. Store all sends—and replies—inside Delphi so sensitive data never leaves your workspace.

  • Track impact. Check history, status, and recipient counts to learn what works and refine future outreach.


Quick Start Guide

Use this quick start checklist to launch your first broadcast in minutes:

  1. Verify once. Click Verify if prompted; you’ll only do this the first time if you're not yet verified.

  2. Select Create Broadcast.

  3. Name it. Enter today’s date plus a short label—for example, 2025-06-25 | July Newsletter.

  4. Pick a channel. Choose Email or Mobile (SMS/WhatsApp).

  5. Choose recipients.

    • Entire audience

    • Tagged groups

    • Specific users

    • Exclude any tags or users as needed

  6. Write your message.

    • Add a subject line (email only)

    • Type the body; use {} for first-name personalization

    • Attach files if needed

  7. Send or schedule.

    • Click Send Now for immediate delivery, or

    • Click Schedule and pick a date/time

  8. Confirm. Review the summary panel (recipients, channel, schedule) and hit Confirm.

You’ve just broadcast your message!


Full Feature Guide

Email Broadcasting

Email Broadcasting lets you deliver a polished, personalized message to any slice of your audience in minutes. Follow these steps each time you need to send an email blast:

  1. Open Broadcasts.

  2. Start a new broadcast. Click Create Broadcast.

  3. Name it for easy tracking. Use today’s date plus a label—example: 2025-06-25 | July Update.

  4. Choose “Email.”

  5. Select recipients.

    • Entire audience, tagged groups, or specific users

    • Add exclusions for precise targeting

  6. Pick a reply-to address. Stay with noreply@message.delphi.ai or enter your own support email.

  7. Write a short subject line. Make the topic obvious at a glance.

  8. Compose the body.

    • Format with bold, italics, and lists

    • Drop in {{user}} to greet each reader personally

    • Attach files (PDFs, images, docs) if needed

  9. Send or schedule.

    • Click Send Now for immediate delivery, or

    • Click Schedule and pick a future date/time

  10. Confirm & track. Review the summary (channel, recipient count, schedule) and click Confirm. The entry appears in the Broadcasts table as Sent or Scheduled.

    • You can also save it as a Draft and come back to end it later.

Tips for Better Email Broadcasts

  • Lead with value. Put the benefit in the first sentence so readers keep going.

  • Check recipient count twice. A quick glance prevents surprises.

  • Save as draft. If you’re unsure, exit—Delphi keeps your draft for later edits.

Mobile Broadcasting

Mobile Broadcasting sends timely updates via SMS, WhatsApp, or both—perfect for quick alerts your audience can’t miss.

  1. Open Broadcasts.

  2. Create a new broadcast. Click Create Broadcast.

  3. Name it clearly. Use today’s date plus a label—example: 2025-06-25 | Event Reminder.

  4. Choose “Mobile.” Tick SMS, WhatsApp, or both (add-on required, see below for more information about adding on broadcasts for mobile)

  5. Select recipients.

    • Entire audience, tagged groups, or specific users

    • Exclude tags or users for precision

  6. Craft your message.

    • Keep it under 400 characters for SMS

    • Use {{user}} to personalize

    • Attach images or PDFs if needed

  7. Schedule or send now.

    • Hit Send Now for instant delivery, or

    • Pick a future date/time under Schedule

  8. Confirm & monitor. Review channel, recipient count, and timing; click Confirm. Track progress in the Broadcasts table.

Tips for Better Mobile Broadcasts

  • Front-load key info. Put date, time, or call-to-action in the first line.

  • Stay concise. Break long text into two messages instead of one wall of words.

  • Test links. Ensure any URL works on mobile before sending.

  • Check character count. Trim extra spaces to stay within the limit.

  • Respect timing. Schedule messages within daytime hours to avoid late-night pings.

Add-On: Mobile Broadcast

Coming soon...

Both: Audience Selection & Exclusions

“Who exactly gets this message?” That question is answered in the To and Exclude fields. Use them together to target the right people—and only the right people—every time.

1. The To Field — Who receives the broadcast

  • Entire audience. Reach everyone in one click.

  • Tagged groups. Pick one or more tags such as Customers, Volunteers, or Webinar-2025.

  • Specific users. Type or paste email / username to add individuals.

  • Live recipient count. Delphi shows the number of people matched so you catch mistakes early.

2. The Exclude Field — Who shouldn’t receive it

  • Exclude by tag. Remove groups like Staff or No_SMS in one click.

  • Exclude by user. Omit a single person—handy for testers or executives.

  • Use both. Mix tags and users to fine-tune your final list.

3. How Inclusion & Exclusion Work Together

  1. Delphi builds a list from everything in To.

  2. Delphi subtracts everyone in Exclude.

  3. The updated recipient count appears instantly.

Example:

  • To: Customers, VIP

  • Exclude: Beta Testers, jaya@delphi.com
    → Only paying VIP customers who are not beta testers and not Jaya receive the message.

4. Tips for Mastering Audience Targeting

  • Name exclusion tags clearly. Use labels like No_SMS or Opted_Out so you never forget why they exist.

  • Preview before sending. Click the recipient count to see a sample list and spot surprises.

  • Start broad, narrow later. Add exclusions last; it’s easier to trim than to rebuild.

  • Double-check time zones. When scheduling, remember recipients may live worldwide.

Now you can aim every broadcast with confidence—reaching exactly who you intend and respecting those who prefer to sit this one out.

Broadcast Management

Broadcast Management keeps every send organized and searchable—so you never lose track of what went out, when, or to whom.

What You’ll See

Column

What it shows

Actions you can take

Name

Internal title you chose

Click to view or edit (drafts only)

Progress

Draft (gray) or Sent (green)

Sort A–Z or Z–A

Recipients

Final count of people reached

Status

Date/time sent—or created if draft

Sort newest/oldest

Key Actions

  • Search by name. Use the magnifying glass to find any broadcast fast.

  • Sort any column. Click a header to reorder the table.

  • Open details. Click a sent broadcast’s name to read the exact message and settings.

  • Edit drafts. Click a draft’s name, make changes, and resave or send.

  • Delete safely. Hit the trash icon → Delete; look for the green check-mark confirmation.

  • Track scheduled sends. “Progress” shows Scheduled until delivery completes.

Tips for Smoother Management

  • Adopt a naming pattern. Date + topic keeps the table tidy.

  • Use drafts for reviews. Let teammates preview before hitting send.

  • Clean up old drafts. Delete unused drafts monthly to reduce clutter.

Further Reading

Best Practices

Name Broadcasts Consistently

Clear naming keeps every send findable in seconds—especially when your table fills up. Use the pattern YYYY-MM-DD | Topic and follow the tips below:

  • Lead with the full date. A sortable date (2025-07-15) lets you filter by timeframe instantly.

  • Use one crisp topic word. “Newsletter,” “Sale,” or “Update” tells teammates what the message covered.

  • Skip internal codes. Avoid long IDs or abbreviations no one else knows; they slow searches.

  • Rename drafts before sending. If the scope changes, update the title so history stays accurate.

  • Document the rule. Post a one-line reminder in your team wiki so everyone sticks to the same format.

Start with Value

People decide in seconds whether to keep reading. Lead every email, SMS, or WhatsApp with the payoff first:

  • State the benefit in line one. “You’re invited to tomorrow’s mentor Q&A.”

  • Keep it concrete. Replace “exciting news” with “Save 20% on your next course.”

  • Match the channel. A short, punchy opener works for mobile; a slightly longer hook suits email.

  • Echo the benefit in the CTA. Follow “Early-bird seats open now” with a Register button or link.

  • Trim filler words. Cut greetings and long intros—your value statement is the greeting.

Troubleshooting / FAQs

Why do the SMS and WhatsApp options appear greyed out when I create a broadcast?

Mobile channels unlock only after you add the Mobile Messaging Add-On. Click the link in the broadcasts page to upgrade and complete the purchase.

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