July 10, 2024
Getting Started with ConvertKit, Part 4: Sending Broadcast Emails

blog post on sending broadcast emails

If you’ve followed along on our ConvertKit blog posts you should now have your account set up and DNS configured, at least one subscriber added, and an email template built — which means you’re ready to get to the fun stuff: sending broadcast emails.

ConvertKit allows you two different methods of sending emails: broadcast emails and sequence emails

Let’s look at the differences:

Broadcast emails are bulk messages sent to your entire list (or a filtered subset of your list). They are one-off emails. You’d use a broadcast to send your email newsletter, a seasonal special offer, or anything that needs to go once to multiple subscribers at the same time. 

Sequence emails are sent to individual subscribers as they move through a pre-determined sequence of emails. They are triggered to be sent every time a new person signs up to your list (more on this in a later article).

For this article we’ll focus on creating a broadcast email…

Create and send an email broadcast

On your ConvertKit dashboard, go to “send” and then “broadcasts”:

You’ll be taken to a page like this:

Choose your template

Hit the “+New Broadcast” button.

You’ll be taken to your templates library: 

Select a template to use. You’ll be taken to the email editor. This is where you’ll create your email. (This is not the same as the template editor – changes you make to the template here will only be used for the current email broadcast.)

Edit your message

Here’s what it looks like:

Check, check and double check!

Once you’ve added the text you want — and removed all the placeholder text — it’s time to check everything looks the way you want it. 

Note: preview your message before going any further. You’ll be amazed at how many times you’ll read what you’ve written and *still* miss typos! You can do this by clicking on the “eye” icon. If you have personalized content, it’ll show up like this:

This means it’s been set up correctly.

The preview screen has several useful options:

The “preview as subscriber” button lets you view how the email will look in someone’s inbox:

“Send test email” allows you to send the email to a specified email address. I strongly recommend sending to yourself before moving on. Again, you’ll be surprised how many errors you’ll see when you change the context of how you’re viewing the message. View the message on different devices to see how it will display.

Although you can view your message in simulations of different devices and formats, seeing it in the wild is best:

Send your broadcast

Once you’re happy your with your email, close out of the preview screen, then hit the red “continue” button at the bottom of the editor screen:

You’ll be asked where you want to publish your email:

 

Click the check box next to “send email” to be taken to the “send” options:

This is where you choose who you want to send your email to. Using the filter function, you can choose specific groups of subscribers or even one specific individual. Learn how to set filters for broadcasts here

Once you’ve set who will receive your email, you can choose when it’ll be sent. You can schedule a day and time so you can create broadcast emails in advance and have them go out on schedule, even if you’re busy relaxing somewhere else:

And finally, under the Advanced tab, you’ll find the option to add preview text. Preview text is the short snippet under — or next to — the subject line. It’s often shown like this:

The text in the red boxes is not the subject line and neither is it the first line of the actual email content. Instead, it’s a specifically added line to entice readers to open and read the email message. You can add it by opening the Advanced tab:

Once you’ve finished setting your send preferences, hit the “continue” button at the bottom of the screen again. You’ll be taken to the final review popup:

If you’re happy with everything, and you’ve checked it in your own email client, go ahead and hit the big red “Send Broadcast” button. Congratulations! You are now officially using email marketing. 

In the next post, we’ll focus on growing your list through a landing page, so more people are receiving your emails!

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