Broadcast - create a broadcast (New Email Builder)

Create a broadcast

1. Navigate to Comms > Email Broadcasts
   
2. Click Create email broadcast and select Email broadcast NEW
   

Customize the Sender and Subject

1. From here, you can: modify the from address, enter your subject line and preview text, choose your audience, modify the send date/time, and start building your email.
   
2. To customize the Sender address, click Edit
   
3. Choose the sender from the drop-down,
   
4. or set up a verified domain to create a custom email address
   
5. Click Save
   
6. To add a subject line, click Add subject.
   
7. Enter your Subject line and Preview text, and click Save. Personalize with emojis and merge fields. For more information, click here.
   

Using Affiliate Merge Fields

Note that you can merge affiliate record information into your emails (this is ONLY available in Keap Ultimate.) You can merge this information in the body, subject line, and preview text. This will allow you to send personalized emails to your affiliates.

Define Your Audience

1. To choose your audience, click the Add audience button
   
2. Select the email address that you would like to send to. The default email address is the Work email. Note that you can also choose to send to a custom email address field. If you are on Keap Pro or Max, you can choose from Work, Personal, Other or Custom fields
   
3. If are in Max Classic or Ultimate, you can choose from Email, Email 2, Email 3 or a custom email field.
   
4. Add your audience by typing a Contact, Group, or Tag name. You can create contacts on the fly by clicking on +Add new contact
   
5. The number of contacts will be displayed next to the selected Group or Tag. After clicking on Save, the number of eligible recipients will be updated.
   

Select your timing

1. When you are ready to schedule your broadcast, click Edit in the Schedule section
   
2. You can choose to send it right away or schedule it for a later date and time. Note that you can also choose to send the email based on each contact's time zone.
   
3. Click Save
   
4. To start building your email, click the Create content button
   
5. For more information, click here

Test Email

1. After creating your email, click on Send a test located to the right of the page to send test emails
   
   

Send your broadcast

When you are ready to send the email broadcast, click Send broadcast or click on Schedule broadcast if you choose to send it at a specific time. You can also send a broadcast from a contact search by selecting at least one contact in the Contacts page and clicking on Send broadcast.

Ultimate/Max Classic

1. Click on Contacts in CRM
   
2. Select at least one contact
   
3. Go to the Actions menu and select Send a broadcast from the drop-down.
   
4. It will create a draft in the new email builder and add the selected contacts to the Audience step

Note: This update also applies to Referral partners, Opportunities, and Reports. Everywhere the Actions menu is available in Max Classic/Ultimate with the option to Send a broadcast, users will only have access to the new email builder. It’s no longer supported to send broadcasts using the legacy email builder.

Pro/Max

1. Click on Contacts
   
2. Select at least one contact
   
3. Click on Send broadcast in the action menu
   
4. It will create a draft in the new email builder and add the selected contacts to the Audience step
   

FAQs

When I toggle from Max Classic to Ultimate, I don’t see Email 2 and Email 3 in the Audience step.
If you are on Keap Pro, Max or Ultimate, you can choose from Work, Personal, Other or Custom fields to send your email broadcast to.
Here is a comparison list:

• Keap Pro/Max and Ultimate -> Max Classic
• Work = Email
• Personal = Email 2
• Other = Email 3
• Custom Fields = Custom Fields

Can I send broadcasts to contact custom fields?
Yes, you can send broadcasts to custom contact fields.

Can I send test emails to non-users?
Yes, you can send test emails to Keap users, contacts or any valid email address.

Can I send an email from a custom address?
Yes, you can add any address from a domain that you have validated.

Can I add emojis to the Subject line and Preview text?
Yes, you can add emojis to the subject line and preview text.

Why is the Password Merge field not available to Affiliates?
Once the new Affiliate program is released, the Affiliate Password merge field will no longer be necessary.