Heads up! We just made some big improvements to Simplero, and a lot of the videos and screenshots here aren't updated yet.

How To Guides

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Course Content

Creating a Broadcast

  1. Select the Broadcasts tab from the main menu
  2. Select the blue Create new broadcast button in the upper right corner



  3. Complete your Broadcast information:



  4. Give your broadcast a Subject name that your reader will see
  5. Give your broadcast an Internal name that is what you will see in your broadcasts screen
  6. Come up with a catchy Preheader that will appear as the first part of your email to grab people's attention in inboxes.
  7. Select an Email design template (see guides)
  8. Enter the  Sender name, email from and Reply-to information if you want to override your account default settings
  9. Click the blue Next button
  10. Type the Email body and insert images as desired by clicking the Media library icon



  11. Click the blue Next button
  12. Click the blue Choose recipients> button located at the bottom left corner or upper right corner of the screen



  13. Choose which contacts to include in your broadcast by selecting the Type of contacts, choosing the Sources and specifying the Conditions in the Include section. If they're not selected here, they won't receive the broadcast.
  14. Choose which contacts to exclude in your broadcast in the Exclude section. These contacts are excluded after all the contacts above have been included.
  15. You can add multiple groups to include and exclude by clicking on the + Add include and + Add exclude buttons for each section.



  16. Click the blue Finished choosing recipients button at the bottom of the screen
  17. You will be redirected to your Broadcasts summary page
  18. Scroll down to the Schedule delivery section and click the blue Edit hyperlink 

    Schedule_delivery_Edit_button

  19. Choose when you want your broadcast to be sent. Choose the Deliver date and time if you want it delivered At a specific time 

    Choose_date_and_time_for_broadcast
  20. Click the blue Save changes button
  21. Send yourself a preview: In the right sidebar enter the email in the white box of where you want the preview to go to
  22. You can also click on the white Web preview button or the white View button in the upper right corner to preview your broadcast email


  23. Send Broadcast: Select the blue Send broadcast now button in the upper right sidebar. It will either say send broadcast now if you didn't schedule a future time, or it will say Queue for delivery if you scheduled a view date and time for the email to go out. You can also scroll to the bottom of the page and click the blue Send broadcast now button

Choosing Recipients for Your Broadcasts

Last updated 10 May 2020.