How to Build your First Broadcast in Customer.io
To create your first Broadcast, or one-time email, click Broadcasts, in the left-hand navigation pannel. You may need to open using the two arrows. Here you’ll see all your Broadcasts including those previously sent, scheduled, and drafted. Once you’ve sent broadcasts you’ll also be able to see analytics here. Then, click on Create Broadcast.
Next, give your broadcast a name that's recognizable for you and your business. The name you give here will not be the subject line your customers will see. Then, Create Broadcast.
While not required, Union recommends including tags. Checkout out some of Union's productivity pro-tips video collection!
You’ll now be able to choose whether this email is meant for a specific group of people (i.e. segments) or everyone in your workspace (best used for newsletters and shown below)! Once you make your selection hit Save and then Next in the upper right-hand corner.
Next, Customer.io will ask if you would like to include a goal. In cases like a newsletter, it's unlikely you'll include a goal (shown below). In a case of an email to memberships that's inclusive of a purchase option, you may want to include a goal to see how many people achieved your goal. Click Save & Next once you have your decision selected.
In the content section of your Broadcast, you’ll want to choose email. You can either choose to start with a new email template but if you have any email templates that you've created, you'll see these listed below for you to use and edit. Once you create your email, you can start to add your content that you'd like your customers to see!
A few reminders
- Add a subject line (you can add a preview text too)
- Please review errors
- If you have added any links, please be sure to, Review Links.
- You can preview your message as a customer (you can also send a test email)
- As of February 2024, Google and Yahoo have included new requirements implemented for bulk senders. This support article offers a checklist to ensure your Customer.io accounts are up-to-date. One key guideline is all emails must contain an unsubscribe link. The link included above will share insight on how to best create these.
Please be sure to Save your email template and once you're done, click Back to Content.
From here, you'll have the opportunity to review your broadcast from the top to bottom. If you need to apply any edits, simply click Edit against the component the you'd like to adjust.
Finally, you can choose to Send Now (Send Newsletter) or Schedule when the delivery date will be.
Please be sure to confirm and click Schedule once you add the date and time.
