Marketing Tools - Broadcasts - Setup, Audience and Email Builder

1. a. Create New:
   Go to Marketing Tools > Messaging > Broadcasts > + Create Broadcast

1. b. Copy Existing:
   To start from a carbon copy of an existing campaign. Go to Marketing Tools > Messaging > Broadcasts, then click the copy icon next to the relevant campaign

When copying existing campaigns, you will need to give the duplicate a name; when you start editing, you will skip the setup and audience steps and go straight to the message step. So, if required, go back to these sections manually.

2. Once you’ve chosen to either create a new broadcast or a copy, the first step is Setup. When you’ve completed the setup screen, select Save Broadcast

Broadcast Name

This is the name of the broadcast campaign. Note that messages within the campaign can be named differently

Primary ask of your broadcast

This is used for reporting. The available options are Advocacy, Engagement, Fundraising or Newsletter

Please select a delivery method

Choose Email, SMS or Email and SMS.

Email will send emails only to the selected audience. SMS will send only text messages to valid phone numbers in the selected audience. You will need to set up a Twilio Integration to use this channel.

Sender

If you choose SMS or Email and SMS as the delivery method, you will see an SMS Sender dropdown to choose which phone number to send from.

2. a. Select the audience that will receive the broadcast using either My Segments or Legacy Queries.

2. b. Skip; I’ll select my audience later. Choosing this option will force you to choose between Legacy Audiences (Legacy Queries) and Segments.

My Segment: Allows you to use segments as your audience selection tool and select previously saved ones.

Create a Segment: Allows you to create a new segment.

Legacy Queries: Allows you to use the query builder as your audience selection tool and select previously saved ones.

Create a Query: Allows you to create a new query.

Summary Section: Contains the Broadcast Name and Objective (set in 1. Setup), your selected Query or Segment (set in 2. Audience), and the counts of your Total Audience and suppressions (if not already excluded in your audience selection), based on your data selections.

Depending on how you have built your audience, you will either see a summary of your query or the option to view your segment.

Build Your Message: Use this area to begin developing the core message(s) for your email campaigns.

Audience Segments*: Audience segments will become available once you have saved a core message and will allow you to send a completely different design or style of message to a profile or segment. This feature can also be useful for more closely monitoring the behaviours of different audience groups.

*Audience Segments is different to the data & reports > data > segments function used for audience; my segments.

The hierarchy for email sending when using advanced features like conditional content and audience segments in Marketing Tools - Broadcasts is:

1. Audience Segment

2. Conditional Content

3. Fallback (Anyone not in the above)

1. To create your core message, hover over Build Your Message and select Create Core Message

   
   

2.a. Email only:

Select either:

1. Start from a template: choose either a sample template or your own.

2. Clone existing: to choose a message within this or another broadcast to copy

2.b. SMS only: select either:

1. Start from scratch: As SMS doesn’t require templates

2. Clone existing: to choose a message within this or another broadcast to copy.

Through the email builder, you will:

• Build your email’s content

• Add a subject line

• Choose the Sender email/Friendly From and reply-to email

• Add tracking parameters

The builder is split into two sections.

• The left section is a visual representation of your email, where you can add, delete, or move Blocks.

• The right section is split into three tabs: Settings, Global, and Content.  

Edit blocks, close or save the message

Above the right section, there are three additional options:

Edit blocks allows you to quickly access components > custom blocks

Closes your email without saving.

Saves your email at its current progress stage.

Subject: Add a basic subject line for the email here.
Or select the pencil icon to personalise the subject with field value inserts, such as ‘First Name'. You can also create fallback values or subject lines here when the field data is empty.

Preview Text: This text generally appears alongside the subject line in a supporter's inbox.

Name (UTM Content): To save, message names should always be unique, as they’re used for internal reporting and querying, and as the UTM content parameter in Google Analytics. The suffix Core will be added to your first main message.

Sender: Choose from the drop-down list or edit the friendly from name for your message and email address.

Reply to: Will default to the sender's address, but a different email address can be selected. In test sends, the sender and reply to are always the same.

Use the relevant edit icon to open the manage senders or reply to screens, where you can add, edit and delete the name and email address.

Broadcast Email Sender can also be edited via Hello 'your name' > Account settings > Accounts emails. Make sure that the sender’s domain is authenticated

Message Level Link: Allows you to set a global destination link at the email message level, so that if required all your main calls to action can be directed to the same place. It also allows you to define a single destination URL (page, appeal code, and direct gift parameters) that applies across the entire message.

Use the edit icon to open the message-level link menu, select the link, then click Done.

Tracking Parameter: Set the default tracking parameter for links in your message. Campaign links with a tracking parameter of “inherit” will use this value, meaning you can change several links in one go via this setting

Attributes: Descriptive tags applied to pages and emails you build in the software.

Google Analytics (UTM Campaign): If enabled, this section allows you to set the utm_campaign value included in your broadcast’s URLs

Campaign references: Appear here if enabled.

The content tab is available when selecting a block to edit the email. The editable content that appears here depends on how the block is designed as a component.

When you hover over the email, editable blocks are bordered by a blue box:

Once selected, the block will be highlighted, and the following functions will be available:

Info displays the name of the block you are using to help you identify it using the Edit Blocks function

Drag the block into a different position

Duplicates the block in its current format.

Refresh updates the block with any non-copy changes made via the Edit Blocks function

Deletes the block

Insert either a Sample Block or Custom Blocks above or below.

Opens the Manage Conditional Content for Selected Block, allowing you to add audiences for conditional content.

When conditional content is enabled, choose the relevant number for the audience version of the block you wish to view or edit or select 'F' for fallback. The pencil icon reopens the Manage Conditional Content for Selected Block.

Editing the content tab using the rich text editor:

The rich text editor includes many of the features you’d expect from a WYSIWYG (What You See Is What You Get) editor, allowing you to easily edit and format text.

Links & Inserts:

One key function of the rich text editor is the ‘links & inserts’ button, which offers the functionality to:

• Insert Supporter Data will insert the value of a field from the supporter’s record into the email body (with a fallback if the data is blank for that supporter).

• Insert Page Link opens the edit link window, where you can link selected text to an Engaging Networks page (which will pre-populate the page with its data), a Static Page, or an External URL (such as your website or Facebook page).

Edit Link:

• Name: the name of the link used in reporting

• URL Type: 

  • Engaging Networks page: Link to live pages within your account, allowing you to track page conversions and pre-populate form fields with supporter data.

  • Static Pages: Link to live static pages in your account

  • Smart Page: Link to live smart pages in your account

  • External URL: For linking to URLs outside of your Engaging Networks pages.

    • If required, you can use supporter data fields as a parameter in External URLs by adding the field name surrounded by two pipe characters ||Supporter Field||

      

• Start page: On Engaging Networks Pages, you can choose to start on Page 2 instead of Page 1 to skip the first page. This will not act as an autosubmit on pages with only 2 pages.

• Tracking Parameter: On Engaging Networks Pages, this shows you the tracking parameters available for that page. You can choose “Inherit” if you wish it to inherit the main message settings.

  • Append custom URL parameters: For a URL Type of Engaging Networks Page, this lets you add your own custom parameters to the campaign URL. This option will append the parameter and value you assign to the URL you’re inserting in the email. For more complex parameter structures, there is also the option to paste custom parameters.

• Insert Next Suggested Gift Value: This will be displayed if the selected Engaging Networks page uses NSG.

• Insert Message Level Link: Allows you to add the default link defined in the settings tab. Updating the message-level link will automatically apply to all message-level inserts in your email.

  • Link Reference Name: Allows you to assign a specific name to your link for reporting purposes.

• Insert Unsubscribe Link opens the edit link menu where you can link the selected text to an unsubscribe page associated with an opt-in question.

Unsubscribes

• Opt-in question: Selects the master opt-in question associated with the email. The question's behaviour will be determined by the landing page type, but for email service providers (ESPs) such as Gmail and Outlook, which offer a “list-unsubscribe” feature, this is the opt-in they will pass unsubscribes to.

• Landing page: Choose from either:

  • Subscription Management page: Using the Email Subscriptions page type, supporters can see their current opt-in status(es) and manually update or unsubscribe from the questions on that page.

    • Because subscription management pages can contain multiple opt-in questions, the selected opt-in question setting will act as the master opt-in when a list unsubscribe is actioned.

  • One-click unsubscribes: Using a Web Page that, when the link is clicked, immediately sets the master opt-in question chosen under opt-in questions to N.

• Locale: You can also set the link's locale here.

• Insert View in Browser Link will link selected text to view in a browser and display the email as a web page

• Insert Next Suggested Gift Value will insert a dynamic value based on the supporter’s prior giving history. The fallback text will be used if the supporter doesn’t have an HPC or MRC value on their supporter record.

• Insert email link will insert a ‘mailto:’ link. The email address and email subject can be added.

• Insert telephone link will insert a clickable phone number link

Editing other types of blocks:

Some blocks have multiple values you can change. For example, our sample button block, when selected, lets you change the button’s link, text colour, and text.

A block containing an image lets you add an image from the Image Library, along with an Alt tab and a link.

Some blocks may contain a mixture of images and text, which is managed by the designer who has created your template and blocks.

The SMS Builder is available when you select SMS or Email and SMS at 1. Setup.

You will also select the appropiate sender based on the connected accounts within your Account Settings > Extensions > Twilio.

Message name: An internal name for your message used in queries and reporting. 

SMS: Type your message into this box. You can add Supporter Data and links using the blue Links & Inserts button. The approximate message length will be counted underneath the SMS box. If it is more than one segment, Twilio will count this as additional messages. Please refer to their pricing for more information. The opt-out text, set in your Twilio extension (Account settings > Extensions > Twilio > SMS), will be automatically appended.

Attached Images: Use this to add images if supported by your Twilio account.

Analytics: If you are using Google Analytics (set under Email Settings) or Campaign References, then they will appear under this tab