Broadcasts

Send announcements and messages to your audience.

The Broadcasts Module allows you to send out messages to a large volume of recipients in your contacts. Navigate to the Broadcast Module from the navigation menu on the left. Look for the icon of the loudspeaker.

The Broadcast Module

The Broadcasts Module allows you to send mass messages to all of your contacts, or target selected portions of your contacts based on tags and channel. You can also browse the history of previously sent broadcasts as well as upcoming scheduled broadcasts.

The Broadcasts Module has three separate views depending on your needs: Calendar, Scheduled, and History. You can switch between these views via the dropdown menu on the top left of the module.

Broadcast Calendar

In the Calendar view, you can see all of the broadcasts that have been previously sent as well as upcoming scheduled broadcasts on a calendar. Use the arrows on the top right to navigate through the months.

Broadcast Calender

Upcoming broadcasts will be colored while past broadcasts are grayed out.

You can click on scheduled broadcasts to manage them. Clicking on previously sent broadcasts will open up the broadcast details.

Scheduled Broadcasts

In the Scheduled broadcasts view, you can see a table of broadcasts that have been set to send out at a specific date and time.

Scheduled Broadcasts

On the scheduled broadcasts view, you an quickly look for specific broadcast that you scheduled by using the search function on the top right.

Managing Broadcasts

You can view the details of each of the broadcasts by pressing "Edit" under the More Actions dropdown menu. Look for the three vertical dots on the right of each broadcast field.

Managing Scheduled Broadcasts

The "Target Audience" field gives an estimate of how many of your current contacts would receive the broadcast based on your current targeting options.

Here, you can also press the "Cancel Broadcast" to stop any scheduled broadcasts. This is useful if you want to end any reoccurring broadcasts early.

Note that broadcasts cannot be edited once they have been scheduled.

Broadcast History

In the broadcast History view, you can see a table of broadcasts that have been previously sent. Reoccurring broadcasts are listed here separately each time they are sent out.

Broadcast History

On the broadcast history view, you an quickly look for specific broadcast that you sent out using the search function on the top right.

Viewing Broadcast Details

You can view the details of each of the broadcasts by pressing "View" under the More Actions dropdown menu. Look for the three vertical dots on the right of each broadcast field.

Viewing Broadcast History Details

The "Recipients" field shows how many of your contacts were sent this broadcast, based on your targeting options that you have set.

Creating a New Broadcast

To create a new broadcast, press the blue "Add Broadcast" button on the top left of the Broadcasts Module. This should open the New Broadcast Menu.

The New Broadcast Menu

Enter a name for your broadcast under the "Broadcast Name" field. This will be used internally to refer to your broadcast.

Pick the channels you wish to send the broadcast. Only the contacts on the selected channels will receive the message. Note that you can select multiple channels, but not all channels support broadcasts (e.g. Web Chat).

Depending on your plan, your monthly number of broadcasts may be limited.

Selecting Your Audience

Next, you can choose to select your audience to broadcast to. This can be done by narrowing down your contact list by using tags or segments.

Select the tags that you wish to include in the tag picker field. You can pick between including contacts that have ANY one of these tags, or only including a contact if that have ALL of these tags.

You can also choose to simply send the broadcast to all contacts under this channel.

In the bottom right of the New Broadcast Menu, you can find the estimated number of contacts that will be targeted under your current settings.

Composing Your Message

Begin composing the message of your broadcast by pressing the blue "+ Add Content". This will open up a dropdown menu of different types of content you can send.

Content Types

Description

Text Message

Sends text as its own message.

Multiple Choice

Sends out a prompt and lists several options for the contact to pick from.

File or Image

Sends out a file or image from the platform. You can upload files to the platform in the Files Module.

Survey

Sends out a survey that you have created. You can create your own surveys under the Surveys Module. Note that surveys always have to be the last content in your broadcast.

You can reorder the existing content messages by dragging the reorder button on the left of each message. Look for the icon that resembles several lines with an arrow beside it.

To delete content messages that you added, press the delete button on the right of the respective message. Look for the icon that resembles a trash can.

Each broadcast can hold up to a maximum of 5 messages.

Scheduling Your Broadcast

If you wish, you have the option of scheduling your message to be broadcasted at a specific time. This is done by selecting the "Schedule Broadcast" toggle.

Scheduling a Broadcast

Fill in the date and time that you want the broadcast to be sent out. You will also have to specify the specific time zone that will be used.

You can also create reoccurring broadcasts here that are sent out periodically. Reoccurring broadcasts can be sent out daily, weekly, or monthly.

If you do not schedule the broadcast, it will be sent out immediately instead.

Exporting Broadcasts

You can export your scheduled broadcasts or broadcast history in a table. For example, you might want to share the list of broadcasts with a colleague or use this list to create a new set of records.

You can choose between exporting your broadcasts in a PDF or a CSV file depending on your needs. Click on the respective option under the dropdown menu on the top right of the Scheduled Broadcasts or Broadcast History view to begin downloading the table of broadcasts in your desired file type. Look for the three vertical dots on the top right for said dropdown menu.

Exporting your broadcasts in PDF is better suited for viewing and sharing. Export them as a CSV file to be more easily edited.