What is a broadcast?
A broadcast is a one-to-many messaging tool that maintains the personal touch of a direct message. When you send a broadcast:- Each recipient gets their own individual message
- They can’t see other recipients
- It appears in their inbox like any other conversation with you
- They can reply directly to you
Common use cases
Broadcasts are perfect for:- Holiday greetings: Wish clients happy holidays
- Important deadlines: Remind clients about tax deadlines or filing dates
- AEP for Medicare: Notify eligible clients about Annual Enrollment Period
- New workflows: Introduce process changes that affect multiple clients
- Client appreciation events: Invite people to events and ask them to RSVP
Watch: How to send a broadcast
Steps to send a broadcast
1
Create a broadcast
Go to Broadcasts and click “New Broadcast”
2
Compose your message
Write your message. Keep it conversational - write as if you’re sending it to
just one person.
3
Add people
Select the recipients for your broadcast. You can choose from your contacts or
import a list.
4
Review and send
Double-check your message and recipient list, then hit send. Each person will receive their individual message.
Best practices
- Keep it short: Respect your recipients’ time with concise messages
- Write personally: Write as if you’re sending to one person, not a group
- Don’t spam: Only send broadcasts when you’d be confident sending the message to each person individually and with their consent
- Make it relevant: Ensure the message is actually relevant to everyone on your list
- Include a clear call-to-action: Make it obvious what you want recipients to do next