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    Email System

    Sending Broadcast Emails

    Email System

    Sending Broadcast Emails

    Broadcast Email Campaigns Overview

    Broadcast emails (also called blast emails) are one-time messages sent to a selected audience. Unlike drip campaigns that send automatically over time, broadcast campaigns are sent immediately to all recipients. This guide walks you through creating, reviewing, and sending broadcast campaigns.

    Understanding Broadcast vs. Automation

    Lead Fuel CRM offers two main email types:

    • Broadcast Email: Sent immediately to all selected recipients. Use for announcements, promotions, and time-sensitive messages.
    • Automated Campaign: Sent over time based on triggers or schedules. Use for welcome series, follow-ups, and nurture sequences.
    Step 1:Create a New Campaign
    Step 1:Go to Email > Campaigns > Create New Campaign
    Step 2:Select "Broadcast Email" as the campaign type
    Step 3:Enter a descriptive campaign name (e.g., "Summer Sale - July 2024")
    Step 4:Add optional tags for organization (e.g., "Promotion", "Q3", "Sales")
    Step 5:Click "Continue"
    Step 2:Select Your Audience

    Choose who will receive your broadcast email:

    Step 1:In the "Recipients" section, select your source (All Contacts or Specific List)
    Step 2:If using All Contacts, all active subscribers will receive the email
    Step 3:If using a specific list, click "Select List" and choose your audience
    Step 4:Apply filters to segment your audience (e.g., Location = "USA", Stage = "Qualified Lead")
    Step 5:Review the recipient count to ensure it's correct
    Step 6:Lead Fuel CRM will automatically exclude unsubscribed contacts

    Tip: Use audience filters to send targeted messages to relevant segments. For example, send different emails to "Free Trial Users" and "Paid Customers" based on their status.

    Step 3:Compose Your Email
    Step 1:In the "Email Content" section, choose to use a template or create from scratch
    Step 2:If using a template, click "Select Template" and choose from your saved templates
    Step 3:If creating from scratch, use the visual editor to build your email
    Step 4:Add a subject line that will appear in recipient inboxes
    Step 5:Personalize with merge fields like {{FirstName}} and {{Company}}
    Step 6:Include a clear call-to-action with a link to your offer or resource
    Step 7:Add the unsubscribe link (required) - this is usually in the footer
    Step 4:Add Subject Line Variations (Optional)

    A/B test your subject lines to improve open rates:

    Step 1:In the Subject Line section, click "Add A/B Test"
    Step 2:Enter your primary subject line (e.g., "50% Off Sale This Week")
    Step 3:Enter an alternative version (e.g., "Limited Time: 50% Off")
    Step 4:Lead Fuel CRM will split your audience 50/50 for comparison
    Step 5:After sending, compare open rates in your campaign report

    Tip: Keep subject lines under 50 characters for mobile readability. Test variations that differ in one element: emoji vs. no emoji, question format vs. statement, etc.

    Step 5:Schedule or Send Immediately

    Decide when to send your broadcast:

    Step 1:In the "Send Settings" section, choose "Send Now" or "Schedule for Later"
    Step 2:If sending now, review your content and click "Review Campaign"
    Step 3:If scheduling, select your desired date and time
    Step 4:Lead Fuel CRM allows scheduling up to 30 days in advance
    Step 5:Choose timezone if scheduling (defaults to account timezone)
    Step 6:Click "Schedule Campaign"

    Important: Always review your campaign before sending. Check for typos, broken links, correct recipient count, and proper branding. There's no "undo" after sending!

    Step 6:Review Campaign Before Sending

    The review screen is your final checkpoint before sending:

    • Recipient Summary: Shows total count and breakdown by status. Verify this matches your intent.
    • Email Preview: Shows how the email will appear. Check for formatting issues and broken images.
    • Spam Score: Lead Fuel CRM checks your email against spam filters. Aim for a green score.
    • Link Check: Verifies all links are working. Fix any broken links before sending.
    Step 1:Review each section carefully
    Step 2:Send a test email to yourself to verify appearance
    Step 3:Check your spam folder to ensure it arrives in inbox
    Step 4:Make any necessary changes
    Step 5:Click "Confirm and Send" to send the campaign

    Monitoring Your Campaign

    After sending, track the performance of your broadcast:

    Step 1:Go to Email > Campaigns > Campaign Details
    Step 2:View real-time stats as emails are delivered
    Step 3:Monitor: Sent, Delivered, Bounced, Opened, Clicked, Unsubscribed
    Step 4:Click "View Details" to see individual recipient actions
    Step 5:Export recipient lists for follow-up

    Best Practices for Broadcast Campaigns

    • Test First: Send to a small test segment (5-10%) before sending to your full list
    • Optimal Send Time: Tuesday-Thursday at 10am-2pm typically has best open rates. Test for your audience.
    • Mobile Optimization: Preview on mobile. 60% of emails are opened on phones.
    • Clear Sender: Use a recognizable name. Avoid generic "Newsletter" or "Support" addresses.
    • One CTA: Keep one primary call-to-action. Multiple CTAs reduce click rates.
    • Segment Strategically: Different audiences need different messages. Don't send the same email to everyone.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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