This article is about the initial Setup stage in a Marketing Tools broadcast. There are several stages which can be worked on individually (and in almost any order):
- Setup – the name and type of broadcast
- Audience – who the broadcast will go to
- Message – the broadcast message itself
- Testing – testing the message by sending tests to yourself, colleagues or a seed list
- Sending – sending the message
- Reporting – reporting on a sent message
Completing the Setup step
- Broadcast Name – You will be asked to give the broadcast a name. This is used internally, for reporting and querying so it’s recommend you use a naming convention to make managing your messages more easy.
- Primary ask of your broadcast – This is used in reporting. Choose from Advocacy, Engagement, Fundraising or Newsletter.
- Please select a delivery method – Choose from Email, SMS or Email and SMS. There is some additional set-up needed for SMS so refer to that article if you wish to use this delivery method.
You cannot change the delivery method once the Setup step is saved
Click the orange Save Broadcast button once you completed this step. You will then be taken to the Audience step.