Create Email Broadcasts

Grow your business by keeping in touch with customers using email broadcasts to send newsletters, company updates and more.

Effective email engagement is one of the keys to enhancing user experience. This is a way to convert leads and maintain a good relationship with current customers. Engage your users by sending emails that pique their interest.

Email Broadcasts in EngageBay, allow you to send newsletters, promotional emails and other types of offers to all or selected contacts. EngageBay as a whole has various features that allow you to gather enough information to evaluate users and get an idea of what interests them. Using the information you gather, you can then create lists based on certain conditions or filter contacts based on a certain criteria and run a broadcast targeting them.

How to Create Email Broadcasts

Follow the steps below to create and send email broadcast in EngageBay:

1. On your dashboard hover your mouse over "Campaigns" tab then click on "Email Broadcasts".

email broadcasts

To start, click on the 'Create Broadcast' button on the upper right.

2. Name your broadcast.

email newsletters

3. Set the "subject line" of the email, set the "From Email(email that will show who is the sender)" and "name(name of the person/company sending the email)"

name email broadcast

4. You can send a broadcast to "All Contacts", to a specific list, or based on a filter. You have to create the lists or filter that you need prior to creating the broadcasts for them to show on the list, as an option. You also need to choose if you will use a template or just plain text. Hit the 'Next Step' button once done.

email sender

4-a. If you choose to proceed with plain text, compose your email subject and the body. You have an option to format your email message for it to look appealing to the readers. Click on 'Next Step' once you are done.

filters in email broadcast

4-b. If you proceed by selecting "choose a template". You will be given an option to choose among "pre-designed templates", "saved templates or you can also create a custom template.

email templates

5. You can then edit the text content of the template by clicking on the item you want to edit and manually changing them. If you want to adjust the settings of each section, you can click on the "gear icon" located on the upper right of each section. The "detail editor pane" will pull out on the left side. Once you are done updating the template then click "save" and it will take you to the next screen.

email templates engagebay

6. The next screen will show you a preview of the email. Once you check and confirm that all the details are good then you can click on the "Proceed to Send/Schedule" button.

email preview in broadcast

7. As the final step, you can choose to send it immediately or schedule for later by choosing the date, time and time zone.

schedule email broadcast
configure email broadcast

Marketing Expert from WebXpertos

I wanted to recommend EngageBay to all those small businesses out there that are looking to grow their businesses through a marketing and sales automation platform. We've been able to see a great adaption of our agency clients to the EngageBay platform and being able to leverage their digital marketing efforts.

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