How do I draft a broadcast email message?

Create a New Broadcast Email

1. Navigate to the Email Broadcasts tab on the middle left side of your screen

2. Make sure that the template that you want to use has been created before you start building your new broadcast email. Click here for instructions on creating a broadcast email template.

3. Click New Email Broadcast 

4. Fill out the Name. This is just an internal name for the email, it will not show up anywhere in the email. This is a required field. Then fill out any of the following optional fields: Description (a description of what this email is for, who it's to, etc), Category (this is to help you organize your emails. You might create categories such as "Announcements", "Fundraiser", "Newsletter", etc), and Message Codes. 

5. The Advanced Settings section is only relevant if you've already sent a broadcast email. If you have already sent a broadcast email, then you can select the Audience, Details (From, Subject Line, Form), and/or Message from a previously sent email. For example, you could create a new email that uses the Audience from your EOQ fundraising email from last quarter, with the Details from your last newsletter, and leave the Message (email content) blank so you can create a new message in the next step. If you're creating your first email or you want to customize all of these settings, then just click "Start messaging" to move to the next step. 

6. Create your  Audience

7. Add all Details

8. Create your email Message. Remember that some of your email will be styled and populated from the template (background color, logo, button colors) or our backend (footer, address, unsubscribe link). The Message tab is where you'll add your email content (text, buttons, links, images, videos, etc) and any additional styling (bold, underline, text color, etc). There are three ways to create the content in the Message tab:

Create from Scratch 

To create your message from scratch, click into the text box and start typing your email! 

Styling

To apply styling to regular text, simply highlight the text and click the appropriate style button, such as bold, italics, underline, text color, background color, font, text size, bullets, numbered lists, and indentations.

You can also insert  hyperlinks, emojis, images*, merge tags, buttons, and button groups! 

*Recommended specifications for an image: Format - PNG, JPG, GIF in RGB color profile with maximum file size of 1MB. With formatting, you can resize your image and Numero's email builder will size images to fit into your template, but images much larger than 1MB can cause slow loading times.

As you create your email, you'll notice that the preview of your email updates in real-time, unless you've chosen to pause the preview, on the right side of your page. 

Much of the preview comes from the email you've created in the Message tab, however, some of what you see in the preview comes from the Template. To edit the Message Template, click the dropdown featured in the screenshot below and apply the appropriate template.

You can also choose a contact from your audience to preview the email. This will fill in any merge tags in the preview with this contact's information. You can also randomize which contact you want to preview the email as.

Lastly, don't forget to preview your email on all devices! You can view your email preview to check how it will display on desktop, tablet, and mobile phone. 

Copy and Paste

If you already have an email that you want to mostly replicate, you can actually just copy and paste it into the Message editor. Then you can add or edit the content however you need to after pasting it in.

HTML

If you already have the HTML for your desired email, you can copy and paste the code into the source code in the email (the icon that looks like this < >)

9. Once you're done creating your email in the Message tab, continue to the Summary page to review your email

10. Advance to the Send tab, type the confirmation message, and send out your email!