Setting Up a Broadcast

Selecting Recipients

• Smart Lists
• Other Options

Tracking Broadcasts

• View email tracking

How to Set Up a Broadcast Announcement

1. On the left navigation bar, click Broadcast
   
2. Select the New Broadcast button on the top right
   
3. Enter a title

Note: This will appear as a subject line for email recipients.

4. Type your message  

5. Next to When*, use the dropdown menu to specify a delivery time

6. Click Preview the Email to see how the Broadcast will look in email format.

7. To continue, click Choose Recipients

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Choose Broadcast Recipients

The Broadcast will be sent to all of your members who are valid recipients.

1. Select whom to send your message to by using one of the five options along the top of the screen.
    

Use a Smart List
 
A Smart List is a distribution list populated by automated, system-generated dynamic queries based on member actions and statuses. For example, Smart Lists can be created based on those who’ve RSVP’d to an event.

1. Click the Select Members By dropdown menu and choose a category
   
2. Choose a list of recipients from the list(s) that appears
3. To save the Smart List for future use, select the Add this to My Saved Smart Lists checkbox and name your list.

Other options you have for selecting recipients

• All members
  
• Choose members
  
• Choose a list (Please see Create a Distribution List for more information about this feature.)
  

4. After you have chosen your recipients, click Next

5. Review and confirm your message details, then click Confirm & Send
 

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How to Track Broadcasts

Admins can track sent Broadcasts to see how many received it, opened it, and clicked your message. Full tracking details for emailed Broadcasts, including who opened, clicked, and unsubscribed, are available.

View email tracking

1. On the left navigation sidebar, click Broadcast
   
2. Click on the gear icon of the Broadcast you would like to track
   
3. Select View Recipients & Tracking in the dropdown menu
   
4. Click View Tracking on the right side of the screen
   
   

View tracking immediately after sending a Broadcast

Admins can use this feature to check delivery status. After sending the message, you will be taken to the message summary page.
You can access the summary page at any time:

1. On the left navigation bar, click Broadcast  
   
2. Click on the title of the Broadcast you wish to manage
   

From there, use the links on the right to:

• View tracking 
  
• Copy Broadcast
  

If you have scheduled a Broadcast and it has not yet been sent, you will have these options:

• Manage recipients
  
• Copy Broadcast
  
• Delete Broadcast

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