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How-To GuidesJanuary 23, 20267 min read

Creating Your First Broadcast Campaign

A step-by-step tutorial for setting up and sending your first broadcast campaign.

Ready to send your first broadcast? This guide walks you through the entire process.

Before You Start

Make sure you have: an approved message template, a contact segment to target, and clear campaign goals.

Step-by-Step Guide

Step 1: Go to Broadcasts

Click Broadcasts in the sidebar, then 'New Campaign'.

Step 2: Name Your Campaign

Use a descriptive name: 'January Sale Announcement' not 'Campaign 1'.

Step 3: Select Recipients

Choose a segment or filter contacts. Start small for your first broadcast.

Step 4: Choose Template

Select your approved message template. Preview how it will look.

Step 5: Personalize

Add variable values if your template uses them.

Step 6: Schedule or Send

Send immediately or schedule for later.

Monitoring Results

Watch the campaign progress in real-time. Track delivery, read, and reply rates.

Learning from Results

After the campaign, review what worked and what didn't. Apply lessons to future broadcasts.

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