Broadcast Campaigns

Broadcast Campaign is a one time email blast to a selection of Leads. You can convey special messages such as offers, promotions, events, etc. to a targeted audience.

Click on Broadcast Campaign under Marketing from Home screen to open Broadcast Campaign page as shown below.

Broadcast Campaign page 

Here you can view your saved Broadcast Campaigns by Status. By default All Broadcast Campaigns are displayed. You can view All, New and Executed Broadcast Campaigns.

  • Click on to Add a new Broadcast Campaign.
  • Click on to Refresh the list of Campaign.
  • Click on  to Customize columns you want to view on your page.

Following Columns of information are displayed for each item on the list.

Columns Description
Campaign Name Name of the Broadcast Campaign
Status New, Stopped and Running
Owner User who created the campaign
Target User groups, Lead/Customer or Contacts
From email Email address from which the Broadcast campaign was send
Created on The date when the campaign was created
Created By User who created the campaign
Updated By User who last updated the campaign
Updated on When was the campaign last Updated
From Name Who sent out the campaign

You can click on the setup icon to add more columns  or remove columns from the Broadcast campaign list view page. Select  and add the fields you want to view in the Broadcast campaign list view page then click on save.

Each Broadcast campaign has the following option in their Actions shortcut menu.

  • Click on  to Copy and create a similar Touch Campaign.
  • Click on  to Edit a Broadcast campaign.
  • Click on  to Delete a Broadcast campaign.  Multiple Broadcast campaigns can be deleted at a time.
  • Click on  to convert to Excel . Select the Broadcast Campaigns you want to convert to Excel then click on the Excel icon.
  • Click on  to Print the selected Broadcast Campaigns.

Create a New Broadcast Campaign

Add Document to Marketing Emails

Create Contact filter/ Lead Filter in Broadcast Campaign

Apply Rules to a Broadcast Campaign


To begin your own Broadcast Campaign start your free trial at