Email broadcasts

Insight, then Email broadcasts. A broadcast is a marketing message to a segment of your customers, as opposed to the transactional templates that fire on events.

Creating one

Field	Meaning
Name	Internal reference
Channel	Email
Subject	What lands in the inbox
Body	The message. The same and variables work here
Audience	Which customers it goes to
Status	Draft, scheduled or sent
Scheduled for	When to send
Recipients	How many it went to

Compliance, which is not optional

Marketing email is regulated differently from transactional email, and the product handles the mechanics:

• Every marketing email carries a one-click unsubscribe through a signed link. No login, no confusion.
• An unsubscribed contact is excluded from future broadcasts automatically.
• Contacts carry a marketing opt-out flag, and SMS carries its own, handled by inbound STOP and START.

Do not work around an unsubscribe by re-importing a contact. Aside from being unlawful in most jurisdictions, it is the fastest way to get your sending domain reputation ruined.

Broadcasts that earn their send

Print shops have a genuine advantage here: seasonal demand is predictable.

Timing	Message
Six weeks before a season starts	"Club kit orders before the presses fill up"
Before end of financial year	"Get merch booked before June 30"
After a quiet period on an account	"We have press capacity this month"

Two rules: send rarely, and give a reason to act now. The dashboard's top customers and the health scores on customer records tell you who is worth a targeted send rather than a blanket one.

Before you send to your whole list

Send it to yourself first. Check the from-name, the reply-to, that variables substituted, that the unsubscribe link works, and that it reads correctly on a phone.