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FunnelKit Automations

Email Broadcast

In this section, we'll learn how to set up an email broadcast campaign.

Step 1: Add a new broadcast

Go to FunnelKit Automations ⇒ Broadcast and hit on “Create Email Broadcast”. 

FunnelKit Automations Broadcast page showing Create Email Broadcast button

Name your email broadcasts and click Add.

Create email broadcast naming screen in FunnelKit Automations

Step 2: Add your broadcast information

In this step, you need to provide some additional information about the broadcast, like:

  • Type - Choose the type of email that you want to send from the Standard or A/B Test options. Choose Standard to send a single email to all the selected contacts. Go with the A/B test to split-test your broadcast email and create more than one variant of the same.
  • Include Unverified Contacts: Check to include unverified contacts. 
  • Include Soft Bounce Contacts: Check to include soft bounce contacts. 
Broadcast settings screen with type selection and contact inclusion options

Then, hit Next.

Step 3: Select your contacts

You can see all of your contacts here. If you wish to segment contacts, click on the "Apply Filters" button.

Contacts list screen with Apply Filters button for segmentation

Segment your contacts by tags added to them, lists they're a part of, contact details, custom fields, and more.

You can even select segments from saved audiences.

Segment selection screen showing tags, lists, and saved audiences

For this example, we have selected the customers who are women. 

Filter applied showing female customers segment selection

You can hit on “ADD Condition” to add multiple conditions. 

We added another condition, if they made any purchase in the last 6 months, using the condition “Last order days” in the past 180 days. 

Advanced filter condition setup for last purchase within 180 days

Note: To learn more details about how to apply a filter, check our documentation on filtering contacts. 

Click Filter to see contacts that match your filter.

Filtered contacts list after applying broadcast segmentation rules

Click on Next.

Step 4: Add content

Here are the details you need to add:

  • Your Email Details - These will be the sender's details. Type in your name, email address, and reply-to-email address
  • Subject - The subject line of your email (mandatory)
  • Preview Text - Assign a preview text that appears next to the subject line of your emails
  • Template Type - Select the template you want to use for your email. You can choose between Text, HTML and Visual Builder, which will open FunnelKit Automations's email editor.
  • Body - The main body where you can write your email content
Email content editor showing subject, preview text, template type and body fields

After you have written your email, you have additional options to:

  • Add Unsubscribe Text - By clicking here, you can provide your contact with a link to unsubscribe to your emails.
  • Send Test Email - you can send test emails to yourself or any contact.
  • Show Preview - This option will show you the preview of your email.
  • UTM - You can even append UTM parameters to email links.
Email editor with options like unsubscribe, test email, preview and UTM tracking

Now, click on Next.

Step 5: Review the details

In this final step, you can view a summary of your campaign so that you can review it before sending or scheduling your broadcast.

Broadcast review screen showing campaign summary before sending

Either you can click on Broadcast Now to send your email right away, or Schedule for Later to set the time you want this email to be sent.

If you're scheduling it for later, you can select a specific date and time to send your email out.

Select “Schedule For Later” to set this email to a specific time.

Schedule email broadcast for later with date and time picker

Congratulations, you are all set to send your first broadcast email using FunnelKit Automations!

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