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How to launch a broadcast mailing

Broadcast mailing sends one message to each subscriber, after which it becomes inactive. Use it when you need to inform your customers about important updates or a one-time promotion.
In the main menu, select "Mailings", then choose "Broadcasts" and click the "Create" button.

Step 1. General Settings

Give the mailing a name and briefly describe it (for example, what purpose this mailing serves and when it is used). Optionally, you can specify access groups and add tags for quick search.

Step 2. Channel Selection

Use the drop-down list to select the channel that will be used to send the message to subscribers (Email, SMS, Push, Max Bot, Notify, Telegram Bot, Viber™* or WhatsApp**). After that, click "Next".

Step 3. Mailing Recipients

In the "Audience source", select the audience for the mailing: a profile database or a segment. Be sure to specify the resource that corresponds to the selected communication channel.
You can also filter recipients by resource categories (if they are configured in the resource) or by custom channel fields.

Click "Next" to proceed to the next tab.

Step 4. Message Template

Click the + icon and select the required template. It’s possible to use up to 8 templates for a broadcast mailing. In cases where multiple templates are used, each subscriber will receive one message from the selected templates in random order.
You can check how the message will look when received. To do this, open the preview by clicking the eye icon.

When the required template is added, click "Next".

Step 5. Mailing Schedule

Schedule your broadcast by selecting the required date and time. If you want to launch the broadcast based on the time zone of a specific subscriber, enable the function "Use profile time zone when available".

The mailing schedule corresponding to the settings will be displayed at the bottom of the tab.

Click "Finish". A new window will open where you can review your broadcast settings. If your broadcast mailing requires adjustments, you can edit its settings by clicking the pencil icon in the upper right corner.

Step 6. Launching the Broadcast

Now that the broadcast has been configured, all that remains is to launch it. Here’s how this can be done.

Method #1. In "General Settings", click the "Active" toggle and save the campaign.
If you need to launch the broadcast immediately after saving, check the "Start the mailing right now (in addition to schedule)" box at the bottom. The broadcast will be launched right after saving, and then will continue to launch according to the set schedule.
Method #2. After saving the mailing, go to the "Broadcasts" section. In the list of broadcasts, find the one you need, and click the "Activate" icon (the very first one in the list).
Finally, simply click the "Activate" button in the "Activate the mailing?" window.

*Viber™ (a trademark of Rakuten Group, Inc) is blocked in the territory of the Russian Federation.

**WhatsApp is owned by Meta Platforms Inc., recognized as an extremist organization and banned in the territory of the Russian Federation.

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