Create/Edit a Broadcast

Welcome to our guide on how to create a broadcast for one-off messages!

📝If you aren't familiar with Broadcasts yet, read this article first: Introducing Broadcasts.

In today's world, reaching a large audience with important information is critical for success in many fields. Whether you're a business owner, marketer, event planner, or anyone else looking to connect with a large group of people, broadcasts can be a potent tool.

In this guide, we'll take you step-by-step through creating a broadcast.

This article contains the following sections:

  1. Edit Broadcast
  2. Create New Broadcast
  3. Broadcast Editor Page
  4. Tags in Broadcast
  5. Suppressions in Broadcast
  6. Schedule Broadcast

Let's get started!

Edit Broadcast

  • Click the broadcast name or the Edit button under the Actions section on the right.

  • Clicking the broadcast name will take you to the broadcast creation sequence, starting with the Edit tab.

  • Clicking on Edit will show a drop-down list where you can choose to edit the Message, Audience, Schedule, or Tags

  • Clicking on Audience lets you create a new audience or update the current audience filters for the broadcast.

📝Note that if you clicked on a broadcast past the scheduled date or a completed broadcast, you would only be able to edit the message name or delete the message.


  • The action buttons opposite the broadcast name on the broadcast dashboard are different than when you are editing an incomplete broadcast.
  • It consists of a preview, clone, delete, and edit buttons.

Create a New Broadcast

  • To create a new broadcast, click +Broadcast in the upper right-hand corner of the page.

  • A notification will show that a new broadcast <date & time created> was created. Select the audience segment you will broadcast to by clicking the drop-down arrow and hitting Continue.

📝Please note that by default, you will see the latest audience segment.

  • Alternatively, you can create a new audience segment by choosing the category, filling out the empty fields, and clicking Create.

📝Learn more about how to Edit/Create an Audience Segments in Broadcasts and Filters in Audience Segments.

  • The next page will be the Preview Audience Segment page. Here you'll see the contacts in your audience segment, including applied tags and filters.

  • Click "Create message for this audience" if you are satisfied with the contacts for the segment. Click "Back" to redefine the audience filters.

  • On the next page, you can choose to "Create a new message" or Select an existing message to clone and click Continue.

The next page will be the broadcast editor page.

  • If you selected 'Create a new message', fill out and set the email settings, such as Sending domain, Unique Message Name, and Message Subject, and write the new email message.

  • If you select Clone message: <message name>, the editor page will display a pre-populated form and email body.

  • Set the following email details: Sending Domain, Unique Message Name, Message Subject, and Customize Sender Details.

  • You can customize the sender details by clicking the plus sign.

📝Learn more about Customizing sender Details in this articles.

  • Message Preview Text is a brief snippet of content that appears after the subject line in email clients. It provides a glimpse of the email's content before the recipient opens it.

  • Create or draft your message using either the Message Body Editor or the Custom Message Editor.

📝Learn more about Personalizing your email message in this article.

  • Choose the Footer Email link from the drop-down, then click 'Save'.

📝Learn more about how to create an email header/footer in this article.

  • You may also choose to Send a Test Email. It is always recommended to send a test email to review its content and appearance before sending it to your full recipient list.

Enter the recipient's email address for sending the test email and click send.

Tags in Broadcast

  • After clicking save, you will be automatically directed to the next tab, 'Tags'.

📝Learn more about Tags in Broadcasts in this article.

Suppressions in Broadcast

After you have saved your tags from the Tags tab, the next tab, 'Suppression' will automatically display. You can apply any of your stored suppression lists by clicking the checkbox.


Click Save to save any changes and continue to the next tab.

Schedule Broadcast

The last tab is the Schedule tab. Here you can schedule your broadcast, Schedule delivery time, Send ASAP, and send Test Email.

📝Learn more about Scheduling Broadcasts in this article.

Finally, you can check the status of your broadcast on the broadcast dashboard.

  • Scheduled: Indicates that the broadcast is scheduled for delivery at a specific time. Notice the Test icon beside the schedule. You can click it to run a send test email to review your broadcast message.

Completed: Indicates that the broadcast has already been delivered.

New: Indicates that the broadcast has not been scheduled.

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