How to Create an Email Broadcast

What is Email Broadcasts

Want to send a message to the masses? In a Sales CRM, an email broadcast is your go-to! It's the exciting process of beaming a single email to a huge list of contacts or leads all at the same time. This is perfect for broad communications and getting the word out to many, rather than a personalized note to just one!

Key Features of Email Broadcast in a CRM:

• Bulk sending: Send to hundreds or thousands of contacts at once.

• Templates: Use predefined email templates for consistency.

• Personalization tokens: Add dynamic fields like [First Name], [Company Name] to personalize each email.

• Scheduling: Set a specific date and time to send the broadcast.

• Analytics: Track open rates, click-through rates, bounce rates, and unsubscribe rates.

Common Use Cases:

• Announcing new products or features

• Sending newsletters or updates

• Running promotional campaigns

• Sharing company news or event invitations

How to Set Up and Send an Email Broadcast

Step 1:  Authenticate Your Domain

1. Go to the Marketing section.

2. Click on Email Broadcast under Marketing.

3. On the right-hand side, click Authenticate Your Domain to open the authentication screen.

   

4. Enter your sending domain and click the Authenticate button.

   

5. The system will display the required DNS records.

   

6. Add these DNS records to your domain's DNS settings. If you don’t have access, contact your network administrator.

   

7. Once the records are added, check the box "I’ve added these records", then click Verify.

   

8. If the records are correct, a green checkmark will appear next to each DNS entry.

   

9. If any record is incorrect, a red X will appear. You must correct and re-verify those records.

   

10. Clicking Verify will show a "DNS Propagation in Progress" message. During this time, the verification checkbox and button will be disabled.

    

11. DNS verification usually takes about 5 minutes. Upon success, you'll be redirected to the Domain Successfully Authenticated screen.

    

Step 2: Authenticate Your Email

1. Click Next to proceed to the Authenticate Your Email screen.

2. Enter a verified domain email address (e.g., [email protected]).

   

3. Click Authenticate Email ID to open the Sender Email Authentication - Pending screen.

   

4. A verification email will be sent to the entered address.

   

5. If the sender is logged into Smackdab, verification will redirect to the Verification Successful screen.

   

6. Click Start Creating to go to the Email Broadcast listing page.

Step 3: Create a New Broadcast

1. Click the New Broadcast button at the top right corner.

   

2. You'll be taken to the My Templates screen.

3. Select an existing template or click New Template to design a new one.

   

Step 4: Configure the Email Campaign

After selecting a template, you'll be taken to the Review Email Campaign step. Fill in the following fields:

• From Email Domain: Choose the sending domain (e.g., @yourcompany.com).

• Sender Email: Select the sender’s email address.

• Audience: Choose a single or double opt-in list. By default it is All.

• Subject Line: Enter the subject line that recipients will see.

• Preview: Review how the email will look to recipients.

• Campaign: Associate with an existing campaign (if applicable).

• Email Type: Choose the category (e.g., Primary, Promotional, Business).

• Send To: Select the target audience or segments.

• Don't Send To: Exclude specific contacts or segments.

• Tags: Add tags to help organize and filter the campaign later.

You can also switch or edit your template from this step using the preview screen.

Click Save & Continue to move to the next step.

Step 5: Review & Send

1. On the Review & Send step, you'll see a summary of your campaign.

2. To make changes, click Back.

3. You can also send a test email from this screen.

   

4. If everything looks good, click Start Campaign.

   

Step 6: Launch the Campaign

1. The Start Campaign modal will open with delivery options.

   

2. Choose your preferred campaign timing or delivery method.

3. Click Start Campaign again.

4. A Campaign Start Confirmation modal will appear — click Yes to launch or Cancel to go back.

You're getting ready to launch a campaign! As you move forward, keep a few important points in mind to ensure a smooth process:

1. Remember that Smackdab campaigns cannot be run from a subdomain.

2. When selecting your audience, you'll only be able to choose from your existing Contact or Company lists in the "Send To" dropdown.

3. Don't worry about manually saving your work; Smackdab automatically saves your progress throughout the campaign creation process.