After selecting New Broadcast/Automation, entering the Broadcast/Automation Name, and selecting Email, you are brought to the Email broadcast creation section, which has the following steps.

1. Detail
2. Message Template
3. Personalize
4. Recipients
5. Summary

For a detailed explanation of email message status, please refer to the Email Status sections. The first section provides a sequence of common status values encountered during email processing, while the second section details the potential final status that indicates the email’s outcome.

Detail

In the Detail step,

1. Select the Email to be used to deliver the message from the Sender Email dropdown.
2. Enter the Email Subject.
3. Enter the Preheader (Snippet that appears in the inbox after the email subject)
4. Select Next.

Message Template

In this step, you can create a new email message template from scratch, upload your own HTML, or select a previously created message template.

With time, as you use the platform, you may create email message templates to which you can assign predefined platform categories. The View Message Templates by Category dropdown, located at the top-right corner, allows you to invoke these categorized message templates to be reused.

No email message templates are provided with the platform as they are industry, brand, and content-specific, but we provide flexibility to address most requirements, as you will see below.

The steps to add and personalize the message content are the following:

1. Select one of the following methods to create the Email content:

   • New: Create the Email Content from Scratch using the Email Editor by selecting the New card.

     
     

   • Upload: Use an existing HTML file for the Email content by selecting the Upload card.

     
     
     

   • Continue: Continue editing the message template you have created by selecting the Continue card.

     
     
     

2. Add a Link Tracker button that allows the insertion of URLs that recipients can click for further actions. For more information on adding a link tracker to the SMS message body, go to the Link Tracker section.

   
   

3. Add Personalized Fields/Placeholders. Messages can be personalized using placeholders in the message content. For more information on how to add personalized fields to the Email message body, go to the Message Personalization section.

Once all the message details have been addressed, move on to the Summary by clicking Next.

Personalize

‘Personalize’ is the third step of the Email broadcast creator. In this step, you create the content for the Email broadcast.

For more information about the personalized fields configuration, go to the Message Personalization section.

Once all the message details have been addressed, move on to the Summary by clicking Next.

Recipients

To define the Email broadcast Recipients,

1. In Define the Broadcast Recipients, select the Contact list dropdown box
2. Select one of the options offered

• Contacts in Platform
• Upload a CSV List
• Write down Contacts

For more information on selecting the desired Recipients, go to Define Recipients in the Broadcast Elements section.

After selecting the Recipients, click Next.

Summary

In ‘Summary,’ the final step of the Email broadcast creator is where you can

• Review Messaging broadcast Details
• Select which links within the email broadcast to track
• Set the delivery timetable
• Set the message delivery throughput

At this stage, once the delivery timetable is defined, the broadcast can be submitted by selecting the Submit for approval button. This action does not immediately send the message. Instead, the broadcast is submitted for review and transitions to For Approval status.

The broadcast must then be reviewed and approved by an Administrator before it can be executed at the scheduled time. For a detailed explanation of how broadcasts are reviewed, approved, declined, or rescheduled, refer to the Broadcast Approval section.