Create and send a broadcast

A broadcast sends one email campaign to a selected contact audience. Use it for a newsletter, a launch or a seasonal offer. For example, a coffee shop can announce a new roast to recent customers, with an introduction informed by each customer’s recorded preferences.

What a broadcast is

Choose a broadcast when your team sets the audience and send time. Use a template when your application requests one saved message, such as a receipt. Use a workflow for a triggered sequence with waits and decisions.

Broadcasts are one-time campaigns. Their content can be Marketing or Transactional; that choice is fixed when the email is created. A product announcement is marketing and requires email subscription, any selected topic and an unsuppressed address. Transactional content skips marketing subscriptions but still checks bounce suppressions and other sending prerequisites.

You need Write permission, customer records, a verified sender and available credits and email allowance. Check billing before planning the send.

Create a broadcast

1. Open Broadcasts → New broadcast.
2. On Who is this broadcast for?, choose the contact schema and an optional segment. The audience page keeps that schema read-only after creation.
3. Choose Next. On Choose your email’s starting place, select an editor and sending mode, then Next again.
4. In the header, name the campaign “New roast: recent customers” and add a description. It opens with Composer and Send tabs.

Choose your audience

Everyone in the schema

Choose All contacts in this schema only when the entire schema is the intended audience. That selection still passes through sending eligibility checks.

A saved segment

Pick a saved segment from the same schema, or use New segment. For this example, describe customers with a recorded coffee purchase in the last 30 days. maxinja can also save a custom condition for this broadcast alone.

Review the condition, a customer who should match and one who should not. The count measures matches, not final deliveries: addresses, consent, topic membership, deduplication and suppressions can reduce the number sent. A count waiting for filter generation is different from zero matches.

The Send tab’s audience card and the later Audience tab let you inspect the selection. Audience edits close when preparation starts. A segment change after that does not add recipients to the active run.

Write the email content

Use Composer, or Add content on an existing broadcast without an email. Add the subject, product facts and a button to the product page. Select a published brand kit. Keep exact offer terms and URLs in fixed copy or Liquid; use Adaptyle for the introduction when customer context changes the writing.

In Data, the audience supplies one contact as the recipient. Expand that contact and select the Evaluated fields the email needs. On-demand relationships resolve their lookups; scheduled fields read published results without recalculating merely because you selected them. An enabled calculation with no complete or expired publication blocks expansion. Inspect its Published value, Data through and status before scheduling. See email data.

Set the sender

Choose a saved From profile or a verified domain with an address and display name. Inspect Reply to, Cc and Bcc if present: copies use the same personalized message, and fixed copy addresses can receive one message per audience recipient. Review Delivery → Topic for marketing and Link tracking → Campaign for your analytics name.

The injected footer

The renderer adds the configured brand footer, business address, socials and marketing unsubscribe behavior. Review those details in the preview. On Free, the footer also includes maxclicks branding.

Preview a customer with complete history and one with sparse data. Use Base for Liquid and Generate preview for Adaptyle wording, then send a test to inspect the rendered sample in an inbox.

Schedule the send

In Composer, review Checks and Personalize → Estimate, including unknown costs and review usage. Then open Send, or Schedule after saving a draft, and review the audience. Choose Send now, Schedule for later or Save as draft. Check the date and time displayed before confirming.

After this choice, the campaign has Audience, Composer, Schedule, Emails, Quality review and Metrics tabs. Scheduled content is read-only. A future schedule sets the earliest dispatch time; preparation can begin earlier.

What happens during sending

Preparation fixes the selected recipients and a revision of the message, sender, branding, audience condition and quality policy. It renders recipient messages and performs the required content checks before eligible messages are released. A successful editor preview is one sample, not the campaign’s quality clearance.

At dispatch, maxclicks checks current consent, suppression, sender and available capacity again. A campaign can wait for credits or a quality review; a recipient can also fail independently. Inspect the actual reason instead of assuming every unfinished email needs another campaign.

Before preparation, Metrics → Cancel send clears the schedule and returns the campaign to editing. After preparation starts, Stop sending permanently cancels remaining work. In-flight emails may still arrive; stopped campaigns cannot resume.

Duplicate a broadcast

Use Duplicate in the broadcast row menu. The new campaign has its own copy of the email and audience configuration and starts unscheduled, without the original sending history. Rename it and review current facts, dates and recipients. It does not automatically exclude customers who received the original.

Delete permanently removes campaign data and its reporting associations; sent emails and their delivery history remain. The server refuses deletion while sending is active or campaign work is still held. Stop or cancel the send and wait for it to settle first.

Deletion queued means the request was accepted for cleanup. Deletion is waiting means unresolved work needs reconciliation. The workspace remains closed during cleanup. Follow the displayed message until completion; deletion is not an email recall.

If a broadcast fails

Use Emails for individual attempts and Metrics for the campaign’s failure reason and delivery totals. An individual email’s Sent status means provider acceptance; Delivered is later and neither proves inbox placement. The campaign funnel’s Sent count includes linked email records, including pending or unsuccessful ones. Track email performance explains the totals and rate denominators.

For a quality hold, open Quality review → Review email. Inspect the exact email, the concern and the source information. An eligible noncritical rejection can be approved by a signed-in editor who personally reviews it and records a reason. Approval applies to that exact email and judgment; critical failures and other holds are not bypassed. Follow the quality-review steps.

Retry or close remaining work

A finished campaign can still show recipients with remaining work on Metrics. If failed rows in the current revision have no attempted send, a Write member sees Retry with the eligible count. Choose it and confirm Retry recipients. Rows with a rendered email return to dispatch; rows without one return to preparation. Quality and consent checks still apply.

Sent and unconfirmed messages, cancelled recipients and preparation exclusions are not repeated. A stopped campaign cannot resume through this action. Choose Close remaining work to end that remaining send permanently while keeping sent messages and delivery records.

For a credit wait, review billing and the recorded reason. For a provider rejection or uncertain acceptance, inspect the existing attempt before sending again. Duplicating is a new send, not a retry of only the missed recipients. The broadcast reference covers the full lifecycle.

Frequently asked questions

Why is the audience count larger than the number delivered?

The count measures matching records. Missing or duplicate addresses, consent, topic opt-outs, other suppressions, preparation failures and delivery feedback can reduce the final number. Inspect the recipient’s recorded state in Emails rather than starting a replacement campaign from the difference alone.

Can I cancel a future send and edit it?

Use Cancel send while preparation has not started. Preparation can begin before the scheduled time. Once it has started, the available action is Stop sending, which permanently ends remaining work and does not recall in-flight messages.

Does duplication exclude people who already received the original?

No. Duplication creates an unscheduled campaign with copied content and audience configuration. Build and review an audience exclusion explicitly when the follow-up should omit prior recipients.