Create an email blast
Click on Communication to see your list of broadcasters. Click on one, then select the New Email Blast quick link beneath the name of the broadcaster.
1. Enter a name (The slug will auto-populate based on the name, but you can change the slug if you like). Leave an optional short description or note in the “Description” text box.
2. The default sender of your blast is the name of your broadcaster. Change the sender by entering a new name in the “From” field.
When cloning a blast, keep in mind that the "From" name will retain its value from the original blast. To ensure the "From" name is updated correctly, navigate to the email settings, manually edit the "From" field to reflect the current broadcaster, and save your changes.
3. Enter a subject line for your email in the “Subject” field.
4. If you are including links to your website in your blast, consider checking the provided checkbox. When checked, forms on your website will auto-populate with email information from the recipient’s profile.
5. If you’d like to copy content from a drafted or sent mailing, you can use the "Clone from previous blast" dropdown menu. 📌 Note: When cloning blasts, the "From" name from the original blast will not update automatically, even if the broadcaster's name has been modified. Be sure to review and update this field in your cloned blasts to avoid confusion. Best Practices:
Consider starting with a new email blast instead of cloning to ensure all details are up-to-date.
Regularly update broadcaster details to minimize outdated information appearing in communications.
6. Enter preview text for your email in the "Preview text" field. This will be the 1-2 lines of text that will be shown in the recipient's email client (along with the subject line) before they open the email.
7. Click Create blast. You will be directed to the theme section of your blast.
Select a theme
Under Theme, you may choose from a selection of available stock themes.
Select a theme by hovering over the thumbnail image and clicking Use theme. This will save your selected theme and direct you to the content section of your email.
If you don't want to use a stock theme, follow this instructional video to create and use a custom email theme.
Enter and preview content
To enter content and images for your email blast, click the Content tab of your blast.
1. Enter content for the body of your email. You can also add images, buttons, or use smart fields.
To preview your content, select Save content, or to save and move on click Save and continue.
You can use the test email button to send a test email. Send to multiple people by separating with commas, test emails will have [test] in the subject line.
📌 Note: You cannot send a test message while in trial. Navigate to 'Contacts and billing' > Plan in the top right of your control panel to end trial mode.
Add recipients
Select recipients for your blast.
1. Decide whether you are sending this blast to supporters or prospects based on your recipients' support statuses.
2. Select recipients based on a list, tag, or saved filter. For example, you may add the subscribers of your weekly newsletter by adding all supporters with the tag “weekly newsletter.” Alternatively, you may choose “All” and select all supporters in your nation, or all prospects.
3. Click Save recipients or Save and review to be moved to the review and send section.
Review and send your email
Before you send or schedule your email, you can review the details of your email blast - including how it looks, the recipient list and the content. If you need to make any changes, you can return to the relevant tab and make edits.
Click Send email now to XX people to send your email blast immediately, or you can schedule your email by clicking the Schedule button and selecting a date/time.