Create a Broadcast Mailing

You can create a broadcast mailing if you want to email a group of contacts in your knowledge base. Broadcast mailings are sent to an audience you define.

The content of the email can be added as you create the mailing, or by using a previously defined document. See Create a Document. You can also choose to market test your mailing by sending different message content to subsections of your audience.

Note: The delivery of broadcast mailings can be impaired by factors beyond the scope of Outreach. Contact your account manager for steps you can take to optimize your message delivery and to improve delivery and participation rates.

1. From the Mailings explorer, click New.
   A new broadcast mailing opens on the content pane.

   By default, the Summary tab is active. From here, you can review general information about the mailing in the At a Glance section, as well as manage mailing notes, tasks, and attachments. As you create the mailing, you move through each tab to complete the mailing elements.

   Note: You can also add custom tabs to your mailings. Custom tabs give you quick access to elements you frequently use in your mailings. See Add a Custom Tab to Mailings.
2. To assign the mailing to another staff member (by default, the mailing is assigned to the staff member who creates it), click the Assigned drop-down list and select the staff member.
   Tip: Wildcards are supported when searching staff members. You can search strings that include a space by entering %+Space+character, which is helpful when searching last names. For example, entering %+Space+b returns all last names starting with the letter b. There is also an implied wildcard when searching, so entering b in the Find field returns all items containing the letter b.
   1. To search for a staff member, enter the staff member’s name in the Find field.
3. Click the calendar in the Planned Launch field to select a date for the launch.
   This field is for planning purposes only. The email is not sent on this date.
4. Click the links in the At a Glance section to perform common mailing functions.

   At a Glance Section

   Field	Description
   Mailing Method	This field displays the mailing method currently selected for the mailing. Click Change to change the method. See Mailing Management.
   Market Testing	This field displays the market testing mode of the mailing. Click Change to change market testing modes. See Activate Market Testing in Broadcast Mailings.
   Audience Count	This field displays the most recent audience count and the time and date it was performed. Click Refresh to perform an updated count. To view the details of the count, click Details. See View Audience Count Details in Mailings.
   Message	Click Preview to preview the mailing.
   Proofing	This field displays the cumulative number of proofs that have been sent, approved, and rejected. Click Send Proof Message to send a proof. See Send a Proof.
   Delivery Status	This field displays the delivery status of the mailing and the number of emails sent and delivered. See Access Broadcast Mailing Delivery Options.

5. Click the Audience tab to define an audience for the mailing.
6. Click the Message tab to create the email sent to the mailing audience. See Create a Message in Broadcast Mailings.
7. Click the Proofing tab to send a proof of the mailing for internal review before sending it to the entire audience.
8. Click the Delivery tab to select delivery options.
9. Click the Results tab to view the report associated with the mailing. See View Mailing Results.
   Note: If your application is configured with custom tabs for mailings, they display after the Results tab.
10. To spell check the mailing, click Spelling.
11. Click Save.
    The Save As window opens.
12. Select the folder you want to save the mailing in and enter the name of the mailing in the Name field.
13. Click Save.