Email broadcasting infusionsoft
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![Page 1: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/1.jpg)
Step by Step Email Broadcast
using INFUSIONSOFT
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To Send an Email Broadcast
to Your Social Media Followers
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1.Go to Marketing
> Broadcasts in the master nav.
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2.Click
EMAIL icon
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![Page 6: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/6.jpg)
![Page 7: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/7.jpg)
3.Choose the recipients
using one (or a combination of)
the following options:
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• Saved Search- Select a list from
the drop-down
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• New Search - Click on the link to enter
search criteria.
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• Quick Add - Click on the link to add a new
contact record.
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• Import - Click on the link to import a list before you send the broadcast.
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4.clickNEXT
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5.Compose your email
or choose from an existing email template.
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• Compose a new email:
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If you don't have a template, then click the Edit Email Body button to create a new email.
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![Page 18: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/18.jpg)
• Choose an email template:
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Click on the Choose a Template button to select a saved
template.
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You can search for a template by name, select a draft you started
earlier, or choose a message you've already sent.
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Click on Preview to look at a template, and click on Use
This to select it. Note that you can edit the email
before sending it;
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however, the edits are temporary (for this
message only), they do not permanently
update the template.
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![Page 24: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/24.jpg)
6.Click Next
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7.Review the required items and mark the checkbox(es) to agree
to the Acceptable Use Policy and confirm you have permission to
email the people on this list.
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![Page 27: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/27.jpg)
8.Optional Items
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Choose from the following optional items:
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• Track Opens:
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The system will report how many people opened the broadcast
email as long as the email is in HTML format.
This is marked by default.
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• Send After
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Mark this option to schedule the broadcast for a specific date and
time in the future. Once a broadcast is scheduled, the list no longer updates- no one is added or removed from
the list.
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For this reason, you may not want to schedule a broadcast too far in advance of the scheduled
send date.
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• Send Completion Notification
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By default, the system sends a completion notification to the
user who schedules the broadcast.
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You can remove the checkmark to disable the notification or change the email address to
send it to someone else.
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• Only send to confirmed email addresses
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This option will send the broadcast email only to contacts with confirmed email addresses.
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9.(Optional)
Share the broadcast email with your social networks.
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In addition to sending this email to the recipients you've already selected, you may also socially share it with your friends and
followers.
![Page 41: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/41.jpg)
![Page 42: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/42.jpg)
10.Click Send to send or schedule
the broadcast.
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Note :that most broadcasts are sent
within a few minutes, but it can take up to 2 hours.
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You can monitor the broadcast using the
Email Batch Status report.
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11.(Optional)
After you complete a broadcast
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you can click on Save this batch as an email template
to save the email to your template library (Marketing >
Templates) for future use.
![Page 47: Email broadcasting infusionsoft](https://reader034.fdocuments.us/reader034/viewer/2022052617/53ffaab38d7f7261088b46d4/html5/thumbnails/47.jpg)
Reference Link
http://ug.infusionsoft.com/article/AA-00664/
0
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