Email and SMS broadcasts

Most of the platform runs on autopilot: the AI answers, reminders fire, reviews get asked for. A broadcast is the manual lever — a message you choose to send, to a slice of your list, when you have something worth saying. A new offer, a price change, spare capacity this week, a genuinely useful tip.

One principle above all: the right message to the right slice beats any message to everyone. Your smart lists are the slices (see Import your contacts). “Past clients not seen in six months” gets a we-miss-you offer; members get the schedule change. Nobody gets things that aren’t about them — and that’s precisely why your messages keep getting opened. Every send teaches your list whether you’re worth reading.

Build an email broadcast

Everything here lives in the Email Marketing area, under Marketing — campaigns you’ve drafted, campaigns you’ve sent, and the button to start a new one.

1. Go to your email campaigns and start from a template, so it looks right on phones without design work.

   

2. Draft the body with Content AI if you like — a brief such as “short, warm email to past clients we haven’t seen in six months, one offer, no guilt-tripping” — then edit until it sounds like you.

   

3. Give the subject line half your effort. It decides whether anything else gets read, and specific-and-honest wins: “Saturday morning slots are back” beats “Exciting news from us!!” every time.

4. Add first-name personalisation. The name drops in from the contact record, which is why clean contact data matters — a tidy list says “Hi Sarah”; a messy one says “Hi sarah gym enquiry”.

   

5. Pick the audience: that smart list, not All Contacts. Almost never All Contacts.

6. Send yourself a test and read it on your phone, because that’s where your customers will.

   

7. Schedule it for a sensible daytime hour, not the moment you happened to finish writing.

   

Clicking Send or Schedule brings up one final screen where the subject, sender, audience and timing all come together before the campaign goes out.

SMS: the sharper tool

Texts get read — nearly all of them, within minutes — which is exactly why the bar is higher. Text when it’s timely and genuinely useful: a slot opened tomorrow, the offer ends tonight, you’re closed for the bank holiday.

• Two sentences, one link, done.
• Respect the channel and it stays powerful. Wear it out with weekly texts and people unsubscribe from the most direct line you have.

Deliverability: keeping your messages landing

A broadcast only works if it arrives. Four habits keep you out of spam folders and in good standing:

Habit	Why it matters
Connect your sending domain first	Inboxes need proof you’re allowed to send — see Connect your channels
Only message people who agreed to hear from you	It’s not just compliance; it’s why the list works at all
Send to slices, not All Contacts	Irrelevant sends train people to ignore or report you
Keep a modest cadence	One good email a month; texts only when genuinely time-sensitive

Unsubscribes are handled for you

Every broadcast includes an unsubscribe option automatically — email and SMS both. That’s the law, and the system handles it; never try to work around it. The occasional unsubscribe is fine: it’s the list cleaning itself.

After you send: the results screen

Look at who opened, who clicked and — the best part — who replied. Replies land in Conversations, where your Conversation AI picks them up. Send a win-back to two hundred lapsed clients, and tonight the AI is answering the interested ones and booking them in.

A broadcast here isn’t a message into the void. It’s the starting gun for the machine.

A cadence to start with

One good email a month, texts only when something’s genuinely time-sensitive. Modest, sustainable and compounding — because the list only grows from here, one form submission at a time (see Forms and funnels).