Send an email broadcast from the Contacts page

This article applies to:
  1. Navigate to Contacts > People

  2. (optional) Search your contacts by applying a filter

  3. (optional) or you can start by choosing a Group

  4. Select the contacts that you would like to send to

  5. Click the Send broadcast button at the bottom of the page

  6. Choose either the new Email Builder or the legacy builder

  7. In Sender, click on Edit to select which Keap user the broadcast will be sent from.

  8. Click Save to save your changes.

  9. Click on Add subject to enter a subject line

  10. You can personalize the subject line by merging in the recipients contact information

  11. Optionally, you can enter preview text 

  12. Click Save to save your changes.

  13. Click on Add audience

  14. Select individual contacts, groups or tags for your broadcast's audience

  15. (Optional) You can also add a brand-new contact on the fly. You will need to make sure that you have permission to send them an automated marketing email

  16. Click Save to save your changes.

  17. In Schedule, click on Edit to choose when to send your broadcast. If you choose to send your broadcast at a specific time, you will have the option to refer to your contacts' time zones or a specific time zone

  18. Click on Create content to customize your email broadcast.

  19. Select whether you want to Start from Scratch, a Text only template, or select a template from the Gallery, My Templates, Sent, or Draft.

  20. Create your broadcast by adding, removing, and modifying the content and formatting of your message

  21. Note that some email clients (e.g. Outlook Client) do not render background images and will fall back to the background color.

  22. Note that you can send yourself a test email while creating your email template

  23. Click the Mobile button to edit your broadcast for mobile devices

  24. Click on Preview to preview your email

  25. Click on Save and exit

  26. Click Send (or Schedule) broadcast