Introduction:
With the Broadcast Email Builder App, you can create, schedule, and deploy branded, responsive emails without writing a single line of code. But, if you are into it, you can also use custom code.
Benefits of using the Email & Broadcast Builder:
It provides recipients with a more targeted and personalized experience because it automates and segments communications according to their preferences
It verifies every email address to protect the sender's reputation ( Email Deliverability) and the receiver’s safety
It is directly connected to the Leads Records in CRM
It generates Reports & provides Analytics
!! Starting in 2024, Google is requiring Bulk Senders to
Authenticate their emails
Enable easy unsubscription
Ensure to send wanted emails.
Read-up on Google’s Gmail protections for a safer, less spammy inbox
!! Heads-Up
Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.
TABLE OF CONTENTS
- Get Started
- Domain and Email Settings
- Define the Sending Records - Sending Domains and Subdomains
- Enter the Sending DNS Records - SPF, DKIM, and CName Records
- Verify your Sending Domain and DNS Records
- Define and Verify The Sender’s Name and Email Address
- Settings - Unsubscribe Reasons
- CREATE A NEW BROADCAST
- Step 1 - Define the Broadcast Information
- STEP 2a - SELECT A TEMPLATE
- STEP 2 (b) - STYLIZE YOUR TEMPLATE
- ADJUST THE GENERAL SETTINGS OF A SECTION
- ADJUST THE IMAGE SETTINGS
- Adjust The Text Settings (Header Or Body)
- ADJUST THE BUTTON SETTINGS (CTA or Other)
- Insert the Current Year Variable
- ADJUST YOUR LAYOUT
- Switch the Display Format from Desktop to Mobile
- Test Your Broadcast
- STEP 3 - Define Your Broadcast Recipients
- STEP 4 - DELIVER YOUR BROADCAST
- Bounced Emails and Flagged Contacts
- View and Edit Your Drafts, Scheduled, Processing, or Sent Broadcasts
- The Draft List
- The Scheduled Broadcasts List
- The Processing Broadcasts List
- The Sent Broadcasts List
- Actions in the Sent Broadcasts List
- The Templates List
Get Started
1. Launch the Broadcast Email Builder (BEB) App
Go to the project’s Workplace
Under Marketing & Communications Management, find the Broadcast Email Builder App
Select it
You are redirected to the Enter your Sending Records screen, where you need to enter your Domain for this instance
You can skip this step and enter it at a later time, but BEFORE Step 3
!! Would you like to refresh your knowledge of Email Domains?
Read the Email Domains and Subdomains Section.
Domain and Email Settings
Introduction to Domain and Email Settings:
To Set the Domain and Email Settings for the Project, go to the left navigation bar and select Settings. From here you can set the:
Define the Sending Records - Sending Domains and Subdomains
2. About Email Domains and Subdomains
Email Domains
An Email Domain is the Web Address that comes after the @ symbol in an email address
A domain name Identifies your Business and helps customers find it on the internet
Selecting a Name for Your Domain
Effective Domain Names are Short, Branded, and Memorable
Example of a Domain: mydevelopment.com
Where to get a Domain Name
You can Buy your Domain from a Domain Registrar
For example, GoDaddy
About Subdomains
A Subdomain is a portion that you add Before your Domain
Using an Email-Related Name for your subdomain is good practice
Example of a subdomain: email.mydevelopment.com
Using an Email Subdomain helps Increase the Deliverability of your email marketing, makes it easier to Verify that you are a trustworthy email sender, and allows you to Track how many people Opened your email, Clicked links, and Forwarded it.
3. Add the Sending Domain and Subdomain Name
To add the sending domain name, go to the Left Navigation Bar, select Settings and select Sending Domain
On the Domain Name field, enter your Domain Name preceded by the Subdomain you’ve selected for your Emails
An example would be email.yourdomain.com
At the bottom, Click Add Domain
Or you can Skip this step and complete it once you’ve Purchased your Domain
To get back to this section, go to Settings, and from the Submenu select Sending Domain
The Domain Tab is Open by Default
!! Why do I need to add a Subdomain to the Domain?
Click This Link to learn about Email Domains and Subdomains.
!! TIP. For projects linked to a Group or Corporate Project.
If you create an Email Campaign for a Child Project linked to either a Corporate or Group Project, you can use the Same Domain as the Parent project, or you can Enter your Own.
Enter the Sending DNS Records - SPF, DKIM, and CName Records
4. About the DNS Records: SPF, DKIM (TXT) Records, and CName Records
About DNS
DNS stands for Domain Name System
This is a system that Organizes and Identifies Domains
The Importance of Using DNS Records
Using DNS Records elevates your Security and Improves Deliverability
Helps Avoid Hackers trying to impersonate you
Helps Avoid SPAM
Proves that the Emails you are sending Come from a Reputable Source and have Not been Modified in the Delivery Process
And that you have been Authorized to send these emails
TXT Records: What they are and why they are important
The Sender Policy Framework (SPF) Checks if Emails Received from your domain are really Coming from Your Domain. When you create an SPF record, you put in place a list of IPs/sending hosts that are authorized to send mail on behalf of your domain
The DomainKeys Identified Mail (DKIM) Record helps track whether emails have been Modified Between Sending and Receiving. Once DKIM records are in place and verified, an encrypted signature is added to your email Header upon sending. Every email carries a unique DKIM signature. Implementing email Authentication reduces the risk of email fraud targeting your brand and Allows your Emails to Reach your Subscribers
The CName Record: What is it and why is it important
The Canonical Name (CName) Record directs your email subdomain to your Domain, which is hosting the content
5. Enter your CName Record
If you haven’t been Redirected to the DNS Records page, go to Settings, and from the Submenu select Sending Domain
At the Top, select the DNS Records Tab
In this section, you see the SPF, DKIM, and CNAME Records and, to the right of them, their Values
Open a New Browser Tab or Window and Sign In to your DNS hosting Provider
!! Let’s Follow GoDaddy’S Example
From your Domain Portfolio, select the Domain to which you are adding the Records
Navigate to the DNS Page
Click Add New Record and, from the Type Dropdown select CName
Go back to Bildhive, Copy the Name that appears in the CName field, and Paste it into the Name* field in the DNS Hosting Page
Sometimes, you need to Delete the Domain section of the Name because it is automatically added by the host
Go back to Bildhive, Copy the Value that appears in the Value field to the right of the CName field, and Paste it into the Value* field of the Hosting Page
You do NOT need to add any values to the TLT field
Click Save
* Mandatory fields.
!! Other DNS hosting providers' flow might look a little bit different.
Contact them Directly for any questions.
!! TIP. To copy a name or value, you do NOT need to Select them.
Click the Copy Icon next to each field.
6. Enter your SPF and DKIM TXT Records
To Add the SPF and DKIM Records, if you haven’t done so, open a New Browser Tab or Window and Sign In to your DNS Hosting Provider
!! Let’s Follow GoDaddy’s Example
From your Domain Portfolio, select the Domain to which you are adding the Records
Navigate to the DNS Page
Click Add New Record and, from the Type Dropdown Select TXT
Go to Bildhive and Copy the SPF Name* and Paste it into the Name* field in the DNS Hosting Page
Repeat the process with the Value*
Then, do the same with the DKIM Name* and Value*
Sometimes, you need to Delete the Domain section of the Name because it is automatically added by the host
You do NOT need to add any values to the TLT field
Click Save
* Mandatory fields.
!! It might look a little different for other DNS hosting providers.
If you have any questions, please contact them directly.
!! TIP. You do NOT need to Select a name or value to copy them.
Click the Copy Icon next to each field to save it to your clipboard.
Verify your Sending Domain and DNS Records
7. Verify your Domain Name and Records
Once you have Entered your DNS Records, go back to Bildhive
If the Domain Tab is not Open, go to the Left Navigation Bar and select Settings
From the Submenu, select Sending Domain, and click Verify
It might Take some Time, but once they are Verified, a Green Verified Button appears to the right of of the Domain and DNS Records fields
!! Be Patient. It might take up to 24 hours for the Domain to be verified.
!! You can’t complete this step at this point?
No problem, as long as you complete it BEFORE Step 3.
Define and Verify The Sender’s Name and Email Address
8. Define the Sender’s Name and Address for this Broadcast
On the Name field, enter the Sender’s Name *
On the Email field, enter the Sender’s Email *
Click Done
This sends a ‘no reply’ Verification Email to the sender’s email address
At the Top of the screen, a Notification appears informing you that the Verification email has been Sent
You can open the Verification email and Verify before continuing, or you can start designing your template
To Verify your email, follow These Steps
It is mandatory to Verify BEFORE you deploy the broadcast
* Mandatory fields.
Info: About Sender’s Name and Sender’s Email Address:
The Sender's Name identifies the Entity Sending the email (for example, a company, a community, etc.). The Email Address identifies the Address Where the Email is Coming From (for example, the company’s email address or the community's email address).
9. Adjust the Sender’s Name and/or Email Address for this Broadcast
To Change the Sender’s Name and/or the Sender’s Email Address, go to the Left Navigation Bar and select Settings
From the Submenu, select Sender Email Address
To the right of the Name and Email fields, click Change
Adjust the Name and/or the Email
Click Verify
This sends a ‘no reply’ Verification Email to the sender’s email address
At the Top of the screen, a Notification appears informing you that the Verification email has been Sent
You MUST open the Verification email and Verify before continuing, follow These Steps.
10. Verify the Email Address*
Go to your Inbox and locate the No-Reply Verification Email
Open the Email, scroll down, and click Verify Email
You will be redirected back to the Broadcast Email Builder or the Bildhive Login Screen, if not logged in
On the Left Navigation Bar, select Settings
From the Submenu, select Sender Email Address
The Sender's Name and Email Address should be Green, indicating they have been Verified
* This is Mandatory, to deploy a broadcast.
Did you not receive a Verification Email?
No Problem, you can resend it. Follow These Steps. If that doesn’t work, contact us at support@bildhive.com
11. Resend the Verification Email, Change the Name / Email Address of the Sender, or Add a New Email Address
To take any of these actions, go to the Left Navigation Bar and select Settings
From the Submenu, select Sender Email Address
To Resend the verification email, click Resend
To input a Different Name or Email address, click Change, enter the name or email, then Verify, and go through the verification process*
To Add a Different email address, click Add New Email and enter the name and email address, then Verify, and go through the verification process*
* This is a Mandatory step before deploying broadcasts.
Settings - Unsubscribe Reasons
12. Configure a List of Unsubscribe Reasons
To add a List of Reasons so that your leads can choose why they Unsubscribed from your email broadcasts, go to the Left Navigation Bar and select Settings
From the Settings Submenu, select Unsubscribe Reasons
At the bottom of the Unsubscribe Reasons Field, click Add Unsubscribe Reason
In the Pop-up, enter a Reason*, then click Add
If you do not add any Unsubscribe Reasons, then, the user will not see this list
* This is a Mandatory field
13. Export a List of Unsubscribe Reasons to an Existing Project
To export a List of Unsubscribe Reasons, go to the Left Navigation Bar and select Settings
From the Settings Submenu, select Unsubscribe Reasons
At the bottom of the Unsubscribe Reasons Field, click Export Unsubscribe Reasons
In the Pop-up, select an existing Project*, then click Export
The list of Unsubscribe Reasons is added to the Settings of the selected project as long as you have permissions for this project
CREATE A NEW BROADCAST
Introduction to Broadcast Creation
The Main Screen of the Broadcast Email App. is divided into two Segments: the Navigation Bar to the left and the Main Stage.
The Left Navigation Bar allows you to navigate to:
Broadcast Drafts (where you design your broadcasts)
Scheduled Broadcasts (where you can view your scheduled broadcasts)
Processing Broadcasts (Broadcasts that are in the process of being sent)
Sent Broadcasts
Saved Templates
Settings
A broadcast is created in 4 steps:
Step 1 - Define Broadcast Information
Step 2 - Design the Content
Step 3 - Define the Recipients
Step 4 - Deliver
Step 1 - Define the Broadcast Information
14. Define the Broadcast’s Name, Subject Line, and the Preheader Text
Go to the Top of the Screen and click Create Broadcast
This will redirect you to Step 1- Define Broadcast Info
In the Name this Broadcast field, enter a Name*
In the Subject Line field, enter a Subject Line*
In the Preheader Text field, enter a Preheader Text*
Select a sender’s Email address from the Who is it From? dropdown Menu
Click Next
This will redirect you to the Template Library
Info: About Preheaders
Preheaders are short summaries of your emails. They appear after the subject line, when viewing an email in the Inbox
!! Where did the ‘Who is it From’ value come from?
It is the Sender's Name you entered in the Choose the Sender’s Name and Address for all your Email Broadcasts step. To enter a different name, follow These Steps.
* Mandatory fields.
STEP 2a - SELECT A TEMPLATE
Intro: Step 2, involves two actions. First select a template and then stylize it.
15. Select a Blank Template, a Predefined Template, or a Saved Template
Click Add Blank to Create Your Own Template and save it in your Saved Templates for future use
Select a Predefined Template to use as a starting point
Or, to pick one of your Saved Templates, Click on the Your Saved Templates tab
Once you Select a Template
You are redirected to the Draft Screen
Once the Draft Screen opens, you should Save your Draft
Go to the Top of the Screen and click Save Draft
After this, your work will Autosave
STEP 2 (b) - STYLIZE YOUR TEMPLATE
Introduction to the Draft Screen:
In the Draft Screen, you style and add content to your template. The Draft Screen consists of three segments. These are, from left to right:
The Main Stage - where you View the design
The Sections Editing Panel - where you Stylize and Edit the design
The Template Navigation Bar - where you can select to navigate between the Sections Editing Panel and the Email Settings panel
The Sections Editing Panel is open by default. The template's components and sections are listed here in order of appearance.
The list is divided into 3 Segments:
The Header segment
The Body segment (main part of the email)
The Footer segment
16. Read This Before Uploading Images or Adjusting Images in your Broadcast Template
!! About Uploading to the Media Library:
If you have not uploaded your email assets to your Media Library yet, you can upload them now using the Content Asset Management System (CAMS). Please Follow These Steps, if you don’t know how to upload to the Content Asset Management (CAM). Make sure to follow the Bildhive Asset Preparation Guidelines when preparing your assets.
!! About File Formats and Folders:
Different Sections in the Bildhive Platform require you to upload files in Specific Formats. When a section requires a Specific Format, only the existing files in that Specific Format will be Listed in the Media Library.
17. Select and Stylize a Section of the Email Template
To Stylize a section of the template, Select it in one of two ways
From the Sections Editing Panel, select the Section’s Name
Or, on the Main Stage, click Directly on the Section
The Sections Editing Panel opens, Listing the Settings for Each Element in the section
The Name of the Section Appears at the Top of the Element List
From the List of Settings, select the one you want to Adjust
Make the Adjustments
Continue with the Other Settings in the List
Once you finish adjusting a Section, click on the Back Arrow next to the section’s name to go back to the Sections Editing Panel
Select another Section and repeat the steps
!! In each Section, there are different Elements with different settings. Go to the Table of Contents and click the Setting that interests you to learn more about them. You can also read on and review them all.
ADJUST THE GENERAL SETTINGS OF A SECTION
18. Background Image
To add a Background image, click on the background Image Field
This will open up your Media Library
From the Media Library, Select an Image
Click Select
The Image will appear in your Template
19. Background Color(s)
To adjust the Background Color, click on the Color Circle
In the color Pop-up, move the Slider to change the color Range
Select a color or Enter the Hex or RGB code
Click Out of the color Pop-up
20. Content Alignment
From the Dropdown, select Left Alignment, or Right Alignment
21. Text Alignment
From the Dropdown, select Left Alignment, Center or Right Alignment
22. Padding
Define Top, Bottom, Left, and Right Padding
!! Each Section has its own General Settings.
The General Settings let you adjust the Background Image, Colors, and Content Alignment, among other things.
ADJUST THE IMAGE SETTINGS
!! Each Image on the Template has its own Settings.
The options vary by section, but generally, you can replace an image, add Alt Text, enter an Image Link, adjust the Background Color, and Padding of the section containing the image.
23. Open the Image Settings Section
To Open the Image Settings Section, select the Section of the template that Contains an Image.
From the Settings Editing Panel, select Image Settings
24. Replace an Image
To Replace an image, open the Image Settings Section
Click the image
The Media Library opens up
Select a replacement Image
Click Select
25. Add Alt Text
To enter an Alt Text, go to the Alt Text Field and add a Short Description of the Content of an Image
26. Enter Image Link
To Enter the URL of where the image is housed, Select the Image to Open the Media Library
In the Media Library, locate and Select the Image
On the Right side a Thumbnail of the Image Appears, roll over it and Select The Link Icon
In the File Link Pop-up, click the Link Icon on the Left to copy the Link
Close the pop-up and Media Library and paste the Link in the image link field
27. Adjust Image Background Color
To adjust the Background Color, click on the Color Circle
In the color Pop-up, move the Slider to change the color Range
Select a color or Enter the Hex or RGB code
Click Out of the color Pop-up
28. Adjust Image Paddings
Define Top, Bottom, Left, and Right Padding
Info: Adding ALT text to your images is considered Best Practice for Accessibility and Search Engine Optimization (SEO) purposes.
Adjust The Text Settings (Header Or Body)
29. Open the Text Settings Section
Select the Section of the template that Contains the Text you want to adjust
From the Settings Editing Panel, select Text Settings
From the Dropdown, select the Type of Text (Header or Body)
30. Enter Text
Enter the Text
31. Stylize the Text
Highlight the Text and select a Style: bold, italic, underline,
Define Spacing between lines
Add a Link, if required
32. Adjust Text Color
To adjust the Text Color, click the Color Circle
In the color Pop-up, move the Slider to change the color Range
Select a color or Enter the Hex or RGB code
Click Out of the color Pop-up
33. Define Font Size
From the Dropdown select the Size
ADJUST THE BUTTON SETTINGS (CTA or Other)
34. Open the Button Settings
Select the Section of the template that Contains the Button you want to adjust
From the Settings Editing Panel, select Button Settings
35. Button Background
Slide the slider to Select a Transparent Background for the Button
36. Button Text Weight (Bold, Not Bold)
Slide the slider to Make the text Bold
37. Button Padding
Define Top, Bottom, Left, and Right Padding
38. Button Height
Select Small, Medium, or Large from the dropdown menu
39. Button Font Size
From the Dropdown Menu, select the Size
40. Button Text Color
To adjust the Text Color, click the Color Circle
On the color Pop-up, move the Slider to change the color Range
Select a color or Enter the Hex or RGB code
Click the Editing Panel to Close the color Pop-up
41. Button Background Color
To adjust the Background Color, click the Color Circle
On the color Pop-up, move the Slider to change the color Range
Select a color or Enter the Hex or RGB code
Click Out of the color Pop-up
42. Button Border Thickness and Radius
Slide the slider to Define the Thickness and Radius
43. Button Border Color
Select a color for the Border of the button
44. Button Label
Enter the Text you want to appear in the Button
45. Button Link
Enter the URL the button is linking to
Insert the Current Year Variable
46. Open the Footer Settings to Insert the Current Year Variable
This is recommended for Autoresponder Emails, but it is an option that can be activated in all footers
To Activate it, go to the Sections Panel and select the Footer section
From the Footer Editing Panel, select Footer Bottom
Under the Footer Text Section, select the Section of the text that says Current Year
Below the section, click Insert Current Year Variable
The Current Year Appears in the footer
ADJUST YOUR LAYOUT
47. Move a Section to Rearrange your Layout
To Reorder the Sections of the Layout, go to the Sections Editing Panel and
locate the Section that you want to move
On the Right side of the component’s name, find the Three Lines and Click and Drag
Drop the section in the place you want it to Appear
48. Replace a Section with a Different one
You can Replace a Section with a variety of Default Options
Go to the Sections Editing panel and click the Section you want to Replace
Once the Section’s Drawer opens, scroll all the way down and click Replace
On the Replace Section Pop-Up, go to the Left Navigation Bar and select the Type of section you want to add
From the Options presented in the Main Stage, Click the one you need
The new section will Replace the old one
When a new section comes in, its Settings Drawer opens by default
This allows you to Make the necessary Edits to the newly placed section
49. Add a Section to the Template
In the Sections Editing panel, scroll to the end of the Middle Section and click Add Section
On the Add Section Pop-up, go to the Left Navigation Bar and select the Type of section you want to add
From the Options presented in the Main Stage, Click the one you need
The new section is Placed at the Bottom right before the Footer
When a new section comes in, its Settings Drawer is open by default
Make the necessary Edits to the newly placed section
Click the Three Bars to the right of the section to Move it to a Different Spot
!! Do you want to add a Section to the Header or Footer?
You can’t. You can ONLY add new sections to the Body of the Template.
50. Insert an MJML Section and Add Custom Code
In the Sections Editing panel, scroll to the end of the Middle Section and click Add Section
On the Add Section Pop-up, go to the Left Navigation Bar and select Custom
On the Main Stage, Click the Custom MJML Code section
When the section comes in, its Settings Drawer is open
Enter the Code
Click the Back Arrow at the top of the panel to Close it and go back to your Sections Editing Panel
To Move the MJML section to a Different Spot, locate the section in the Sections List Click the Three Bars to the right of the Section, and Drag it to the right spot
!! MJML is a markup language that you can use to enter your own code.
51. Save a Section
To Save a section with its Settings, find the section you want to save and Click it
Scroll Down to the Bottom of the Editing Panel and Click the Disk Icon
In the Save Section pop-up, provide a Name* for the section and click the Checkmark Button
Click the Editing Panel to Close the Save Pop-up
To Find your saved Section, either Scroll Down the Sections Editing Panel until you find the Add Section Button and Click it or, if you are inside a particular Section’s Settings, scroll down to the bottom and click Replace
On the Left Navigation bar of the Replace/Add Section Pop-up, select Saved Sections
Your saved sections are Listed in the Main Stage
* Mandatory field.
!! After a section is saved, it can be used in any broadcast within the same project.
52. Duplicate a Section
To Duplicate a section, Select the section you want to Copy
Scroll down to the bottom of the Editing Panel and click Duplicate
The New Section is placed Below the section that was duplicated
53. Remove a Section
To Remove a section, Select the section that you want to Remove
Scroll Down to the Bottom of the Editing Panel and click Remove
In the Delete Pop-up, Confirm Delete
Switch the Display Format from Desktop to Mobile
54. View your Design in Mobile Format
To switch the Display from Desktop to Mobile format, go to the Top Bar and
click the Cell Phone Icon
To switch back, click the Desktop Icon
You can continue editing in the Mobile Format
!! Ensure your Templates are Responsive and render properly Across Devices. Send yourself a Test and View it on your Mobile device.
Test Your Broadcast
55. Send a Test to a Person or a Test Group
Once you are satisfied with the design, you can send a Test email to a person or a group of persons
Go to the Top Bar and click Send A Test
Provide the Email Address of the person or group of people you wish to send the Test email to
Click the Envelope Icon to send the test
A Pop-up message indicates that the test was successfully sent
Info: The people will receive an email with the word [Test] in the subject line.
Once you've tested your email, you are ready to send it to your mailing list.
!! TIP. You should also Open your Test Emails on your Mobile Device to check the responsiveness.
56. Download a PDF of your Broadcast
Go to the Top Bar and click the Download PDF Icon
If the Broadcast downloads in More Than One Page, go to Your Print Settings and adjust them until the broadcast Fits In One Page
57. Export the Template as HTML
The client may ask you to send them the HTML of the template so they can Deploy the broadcast from their Platform.
To Download the HTML of the template to your Downloads Folder, go to the top and, to the left of the download option, click Export as HTML.
STEP 3 - Define Your Broadcast Recipients
58. Select Which Contacts will Receive the Email
On the Draft Screen, go to the Top Bar and click the Continue button
This Redirects you to the Who Are You Sending This Broadcast To screen
Slide the Send to All Contacts slider to the Right if you would like this email to be sent to all the Contacts in your list
If you are not sending the email to all the Contacts in your list, select to send to Realtors, Non-Realtors, or to All those Contacts that fall within the Parameters specified in the Include or Exclude Tags
You can also Define your Recipients using Tags to either Include or Exclude Recipients
Select a Tag(s) from the Include Recipients by Tag dropdown list
Or Select a Tag(s) from the Exclude Recipients by Tag dropdown
Click Next
This Redirects you to Step 4
!! An example of how to use the ‘Include/Exclude by’ Tag
Your broadcast, for example, could include all Recipients who have been Tagged as being Interested in Singles and Exclude those who are Interested in Townhomes.
!! Stop. THINK BEFORE YOU TAG.
Tagging can be detrimental when used incorrectly, but it can also contribute to personalization, advertising, automation, analytics, and improved user experience when used properly. Check out Bildhive's Tagging Best Practices for more information on tagging effectively.
STEP 4 - DELIVER YOUR BROADCAST
59. Send-Time Optimization
To Improve your email Conversion and Open Rate, select Yes to use Send Time Optimization
!! What does Send Time Optimization do?
With Send Time Optimization, you can Schedule emails to be Sent at Exactly the Moment a Recipient Opens their Inbox. In this case, emails will be Sent to Different People at Different Times, based on their likelihood to Engage.
60. Send a Broadcast Immediately
Under When Would You Like To Send this Broadcast?, select Send it Now
Click Send
In the You are About to Send this Broadcast pop-up, Review the information
Click Send
!! If you need to make any Adjustments before sending, Close the Pop-up and make the adjustments.
Info: The broadcast will move from the Draft section to the Processing section. Go to the Left Navigation Bar and select Processing, to see a List of all the broadcasts that are in the process of Being Delivered.
61. Schedule the Broadcast to be Sent at a Specific Time and Date
Under When Would You Like To Send this Broadcast? select Schedule a Specific Time and Date
Select a Date
Enter a Time
Select a Time Zone
Click Send
Review your information in the This Scheduled Broadcast Will be Sent To pop-up
Click Send
!! If you need to make any adjustments before sending, Close the Pop-up and make the adjustments.
Info: The broadcast will move from the Draft section to the Processing section. Go to the Left Navigation Bar and select Processing, to see a List of all the broadcasts that are in the process of Being Delivered.
Bounced Emails and Flagged Contacts
!! Heads-Up. Bildhive FLAGS bounced emails.
Bounced emails can affect Delivery rates, Visibility, and Marketing Results. For this reason, the system will NOT SEND further emails to Flagged Recipients.
62. 'Unflag' Bounced Contacts so they can Continue to Receive Emails
If an email Bounces, the recipient's Opt-In Status in the CRM is changed to Bounced, and NO FURTHER EMAILS ARE SENT TO THEM
If the email bounced because the Email Address of a contact was Entered Incorrectly, you can go into the CRM, Correct the email Address, and Change their Opt-In Status
Click this link for Further Instructions: Change the Opt-in Status from Bounced to Subscribed.
View and Edit Your Drafts, Scheduled, Processing, or Sent Broadcasts
Introduction to the Main Navigation Bar:
In addition to your Settings, the Main Navigation Bar allows you to navigate to the following Lists:
Broadcast Drafts
Scheduled Broadcasts
Processing Broadcasts
Sent Broadcasts
Saved Templates
!! Just click the X to the right of the Top Bar to Exit the Edit Broadcast Screen.
The Draft List
63. Navigate to your Draft List
To View a list of your Broadcast Drafts, go to the Main Navigation Bar and select Drafts
A List of all your drafts Displays on the Main Stage
64. Edit a Draft, Convert it to a Template, or Delete it
To Edit a Draft from the Draft List, Locate the Name of the draft that you want to Edit
Go to the end of the row, Click the Three-Dot Action Menu, and then Select Edit
Your Draft Opens in the Draft Screen
To Delete a Draft, click the Three-dot Action Menu and select Delete
Then, Confirm Delete
The Scheduled Broadcasts List
65. Navigate to your Scheduled Broadcasts List
To View a list of your Scheduled Broadcasts, go to the Main Navigation Bar and select Scheduled
A List of all your scheduled broadcasts Displays
66. Cancel a Scheduled Broadcast in Order to Send it Immediately
To Cancel a Scheduled Broadcast and Send it Immediately, go to the Left Navigation Bar and select Scheduled
In the Main Stage, the Scheduled Emails are listed
Locate the Name of the scheduled broadcast you want to Send Immediately
Go to the End of the Row and click the Three-Dot Action Menu
Select Send Now
In the Pop-up, Confirm Send Now
67. Preview a Scheduled Broadcast
To Preview a Scheduled Broadcast, go to the Left Navigation Bar and select Scheduled to open the Scheduled Broadcast List
Locate the Name of the scheduled broadcast you want to Preview
Go to the End of the Row and click the Three-Dot Action Menu
Select Preview
A Preview of your broadcast Displays
Click X to Close the preview
68. Edit a Scheduled Broadcast
To Edit a broadcast that has already been Scheduled, go to the Main Navigation Bar and select Scheduled
From the list, Select the Broadcast you want to schedule
At the end of the row, click the Three-Dot Action menu, and select Edit
As soon as you click edit, the Scheduled time is Removed and you are redirected to Step 1
Make the necessary Edits and Schedule Again
You can Edit scheduled broadcasts right up to the Time when it is Scheduled to go out
69. Delete a Scheduled Broadcast
To Delete a Scheduled Broadcast, go to the Left Navigation Bar and select Scheduled
In the Main Stage, Locate the Name of the scheduled broadcast you want to Delete
Go to the End of the Row and click the Three-Dot Action Menu
Select Delete
On the Delete Scheduled Broadcast Pop-up, click Yes, Delete
The Processing Broadcasts List
Intro: As soon as you send a Broadcast, you are redirected to the Processing Broadcasts List. Next to each of the Processing Broadcasts, you can see a Progress Bar, and next to it the Date when the Broadcast was last Updated. As soon as it finishes processing, the broadcast is moved to the Sent List.
70. Navigate to your Processing Broadcasts List
To View a list of your Processing Broadcasts, go to the Left Navigation Bar and select Processing
A List of all your processing broadcasts Displays
71. Preview a Processing Broadcast
To Preview a Processing Broadcast, go to the Left Navigation Bar and select Processing to open the Processing Broadcast List
Locate the Name of the processing broadcast you want to Preview
Go to the End of the Row and click the Preview Icon
A Preview of your broadcast Displays
Click X to Close the Preview
Info: Once processed, the broadcast moves to the Sent List.
The Sent Broadcasts List
Introduction to the Sent Broadcasts List:
Once the Emails in a Broadcast have been Delivered to all the Recipients, the broadcast moves to the Sent List.
You can find the following information on this List:
Name of the Broadcast
Subject
Date Sent
Date Delivered
Percentage and Number Opened
Percentage and Number of Clicks
Date Created
Last Updated
Three Dot Action Menu
72. Navigate to your Sent Broadcasts List
To View a list of your Sent Broadcasts, go to the Main Navigation Bar and select Sent
A List of all your sent broadcasts Displays
Actions in the Sent Broadcasts List
Introduction to Broadcasts List’s Actions:
Each Broadcast listed in the Sent List has the following Actions available:
View Email
Resend Email (In step 3 select to send to Unopened Contacts or Original Contacts)
View Reports
Download Report (in CSV format)
Download Click Report (in CSV format)
Copy Broadcast
Convert to Template
73. Access the Actions Menu
To Access the Actions of a Sent Broadcast, go to the Main Navigation Bar and select Sent, to open the Sent List
Find the Name of the Broadcast you are interested in, to the right of it, click the Three Dot Action Menu
Select the Action of your Choice
74. Preview the Eblast Template
To Preview the Template used for this Broadcast, go to the Main Navigation Bar and select Sent, to open the Sent List
Locate the Name of the Broadcast and, to the right, click the Three-Dot Action Menu
From the menu, Select View Email
A Preview of the Email Pop-ups
Click the X at the top to Close the preview window
75. Resend the Broadcast to either All Contacts or Unopened Contacts
To Resend the Broadcast, go to the Main Navigation Bar and select Sent, to open the Sent List
Locate the Name of the Broadcast and, to the right, click the Three-Dot Action Menu
From the menu, Select Resend Email
You are redirected to Step 1
When you get to Step 3, you are given the option to send the Broadcast to either Unopened Contacts or Original Contacts
Finish Steps 3 and 4 and click Send
76. View the Reports
To View the Reports, go to the Main Navigation Bar and select Sent, to open the Sent List
Locate the Name of the Broadcast and, to the right, click the Three-Dot Action Menu
From the menu, Select Reports
This Redirects you to the Reports and Analytics App
!! Do you want to learn about the Reports and Analytics App?
Click this link: Reports and Analytics App.
77. Download a CSV File of the Reports
To Download a CSV file, go to the Main Navigation Bar and select Sent, to open the Sent List
Locate the Name of the Broadcast and, to the right, click the Three-Dot Action Menu
From the menu, Select Download Report
The CSV file will be Downloaded to your Downloads Folder
Info: The CSV file contains the following information:
Total Sent
Date and Time Sent
Number of Emails Opened
Total Opened
Clicked
Total Clicked
Delivered
Complained
Failed
Permanent Fail
Temporary Fail
Unsubscribed ( with reasons why)
Accepted
Total Accepted
Total Recipients
Subject
Project or Instance
78. Download a CSV file of the Click Reports
To Download a CSV File of the Click Reports, go to the Main Navigation Bar and select Sent, to open the Sent List
Locate the Name of the Broadcast and, to the right, click the Three-Dot Action Menu
From the menu, Select Download Click Reports
The CSV file will be Downloaded to your Downloads Folder
!! If this Broadcast had no Clicks, a Notification Pops-up indicating so.
79. Copy the Broadcast
To Copy a Broadcast, go to the Main Navigation Bar and select Sent, to open the Sent List
Locate the Name of the Broadcast and, to the right, click the Three-Dot Action Menu
From the menu, Select Copy
This will redirect you to Step 1 of a New Broadcast
As soon as you enter the information in Step 1, you are taken straight to the Draft Screen
!! The Duplicate Broadcast retains the Layout and Settings
but you can make the necessary Adjustments.
The Templates List
Introduction to the Templates List:
All your Saved Templates are listed in the Templates List.
80. Navigate to your Templates List
All your Saved Templates are listed in the Templates List
To Open the Templates List, go to the Main Navigation Bar and select Templates
81. Edit, Copy, Preview, Export to Project, or Delete Templates
To Access the Actions of a Template, go to the Main Navigation Bar and select Templates, to open the Templates List
Find the Name of the Broadcast you are interested in, to the right of it, click the Three Dot Action Menu
Select the Action of your Choice
!! You don’t see the Project to which you want to Export the Template?
The Export Template to Existing Project dropdown only shows the projects for which you’ve been granted Permission. Contact the Project’s Admin to request permission.
82. Delete More than one Template at a Time
To Bulk Delete Templates, select more than one Template, and on the Top Bar, click Delete Selected
Confirm Delete
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