Getting Started with Broadcast Emails

What are broadcast emails?

Broadcast emails are any kind of email that you want to send out as a one-time campaign to your customers.  They can be things like promotions, newsletters, product announcements and much more.

They are different than other Recapture email campaigns in one important way--email campaigns like Abandoned Carts or Winbacks are triggered by specific events.  Broadcasts are just sent on demand or scheduled for a particular time.  They do not require a specific trigger to run them.

When can I send broadcast emails?

Broadcast emails can be scheduled in advance or sent on demand.

Can I import a list of contacts?

Yes.  If you are a new customer to the Recapture platform and are importing a list that is larger than 5,000 contacts, we will need to review the list and some basic prior sending metrics to confirm that the list is healthy before you can send a major campaign.  We support CSV imports for these lists.  In addition, Recapture will automatically import recent customers to your store along with metadata like tags which can be used to segment your broadcasts based on their metadata (order count, order amount, order date and so on)

Please read this article on Importing CSV Contacts for all the details.

How do I set this up?

Broadcasts are a paid add on for Recapture accounts.  The pricing is here, for your reference.  Once you sign up to add broadcasts, Recapture will charge you based on the amount of emails you broadcast every month.

Before you send broadcasts, we strongly recommend setting up your custom sender domain first.  This allows Recapture to send emails on behalf of your actual domain and this improves delivery substantially, not to mention overall trust in the email itself when received by a customer.  For high volume sends, this becomes very critical.

After you've done that, the next step is to activate your broadcast feature.  First, go to the Email Broadcasts menu on the upper left of your Recapture account:

If you are not currently using a paid account with Recapture, you'll see the following message:

Currently, only paid accounts are supported for email broadcasts.  Developer accounts on Shopify also cannot access email broadcasts--again, a paid account is required.

Once you're on a paid account, you'll get this confirmation page with the current pricing plans.  Just click the button at the bottom:

Once you've upgraded, you can proceed to the Broadcast campaigns page:

Broadcasts are broken up into 3 types:  Draft, Sent, and Cancelled

Drafts are all those campaigns you're editing, but haven't scheduled or sent yet.

Sent are the ones that you've successfully sent already.

And Cancelled are the ones you created, started to send, and then decided to stop them before they finished.

They look like this:

Hovering over a campaign will show you what you can do with it.  Each campaign has specific allowed actions.  

Drafts can be edited or duplicated:

Sent ones can view the settings, the performance reports, or duplicate them:

Campaigns, once sent, will show statistics about the overall performance on the main page, like so:

Cancelled ones can only be duplicated or viewed:

Clicking Settings will take you to the settings/segmentation/campaign editor (which will be disabled since the campaign is no longer editable) to see what you did.

Clicking Duplicate will create another campaign with the exact data from the previous one.

Clicking Reports will display the analytics page for that campaign, similar to this:

Clicking Edit will take you to the 3-step editor to complete the campaign:

You can skip steps here if you need to (for example, if you aren't segmenting).  But you should always review every step to make sure the settings reflect exactly what you want with your broadcast.

When you're done editing all aspects of the campaign, you'll click Send to schedule for later or deliver immediately:

Which gives you the option:

Just make your choice and finally, click Send--Those are the basic steps for sending broadcasts in Recapture.

See the Related Articles below for recommended follow up discussions.

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