Setup & Scheduling š
Head to the Broadcasts tab under the Engage heading and click the yellow āNew Broadcastā button at the top right of the page.
Click the 'Set Channel' button and select email broadcast.
Come back to your details and add a description (for internal use) and a start date for the email broadcast to send out at.
Note: The description is internal and for your own records. Fans wonāt see it. Additionally, even if scheduled, an email will not broadcast until the activation button has been pressed.
Use the Target Audience tab to choose a saved or system audience, OR use the filters to build a new desired audience for this broadcast. Our Build an Audience article is here for more info on building and filtering your fanbase.
Designing the email šØ
NOTE: Light & Dark Mode - Certain email clients including Gmail automatically change copy/background colours when displaying in either light/dark mode on various devices. Make sure you A/B test your emails across different devices in both light & dark mode to ensure your broadcasts aren't negatively affected.
Head to content and choose a template (existing or just blank if it's your first email). Click 'use this template'.
Itās good to have templates to avoid building from scratch every time you want to email your fans. A few have been made for you, but you may want to design your own. You can do this by going to the āEmail templatesā tab under the Engage heading, and coming back when youāre done. (It's important you name your email templates clearly so that on returning to create a new broadcast, you know which template you'd like to use).
Next, add your subject line and preview text. Thereās a preview box to show how it will appear in your fansā inboxes. This can be changed later should you change your mind.
Note: At any point you can click 'reset all' or 'reset content' to start various steps again.
When you're happy, click save. Then click 'edit content' to start building out your email. Here you can tweak your template with relevant text, images, GIFs, buttons, etc. When you've finished, save and exit in the top right corner of the builder.
Top tip: Back in your main window, click āSave as masterā if youād like to save your current work as a new email template for future use.
Final Checks š
Exiting the email builder you'll be back in your main broadcast window. Use āTestā to send yourself a test copy of the email. Make sure to read it over for any mistakes, and be sure to click every link youāve included to make sure that they lead where theyāre supposed to! IMPORTANT! - If you send tests with TEST in the subject, make sure you remove it before broadcasting to fans.
You can also click āCheck spam scoreā to see whether your email is likely to end up in fansā spam folders in its current state.
Send it out! š¤
Hit the big green āActivateā button at the top of the page (below details) to launch your email broadcast. If youāve scheduled it for a time in the future, it will send out at the scheduled time, and if the scheduled time has now passed, it will begin sending out immediately.
As you confirm the activation, the email will check for various errors as per below:
Should you wish to change the scheduled time, you can do so by clicking on the 'start date' field.
Similarly, if you wish to change the selected audience, you can do so by clicking āEdit audienceā.
Note: Do not change your subject/preview line or your desired audience whilst a broadcast is 'active' (sending) as this can lead to errors in sending.
š§āš¤āš§ How to Import Data (Fans)
Video Walkthrough