The New Email Broadcast Experience
We're excited to announce a fully redesigned Email Broadcast system, now available in beta! This new version includes a streamlined visual builder, advanced recipient segmentation, tag-based targeting, and more customization options to help you deliver beautiful, targeted emails more efficiently.
You can opt in to try the new experience directly from the Email Broadcast page. Just click Enable Now 
at the top of the screen to get started.
ℹ️ INFO: The new builder is optional for now. If you're not ready to switch, you can continue using the classic version until the full rollout.
Video Overview
What are Email Broadcasts?
Email broadcasts are one-off emails that you can send to your subscribers, leads, and more in bulk. They allow you to communicate important announcements, promotions, and updates to targeted segments of your audience.
Key Improvements
The redesigned Email Broadcast system includes:
A visual email builder with customizable blocks
Advanced recipient segmentation with AND/OR filter logic
Tag-based targeting for precise audience selection
Improved email preview and sending experience
Better tools for targeting leads
Creating a New Broadcast
Navigate to Marketing > Email Broadcasts
Click New Broadcast
Duplicate an Existing Broadcast
You can also duplicate a previous broadcast to use an email you've already sent or drafted as a starting point.
Find the broadcast that you want to duplicate
Click the ellipsis (...) across it
Select Duplicate
💡 TIP: The duplicate email broadcast will copy all settings from the original, including subject line, preview text, email design, and recipient filters. This is a great time-saver when you want to send similar emails to the same audience segments.
Crafting Your Email Broadcast
Step 1: Set Up Your Email Details
Enter your Subject line
Add Preview Text (the short text that appears in email inboxes)
Click Save
to unlock the next steps
ℹ️ INFO: The Preview Text is the bit of text (excerpt) that appears in most email inboxes with a short preview of what is in the email.
💡 TIP: Email variables like {{user.first_name}} work in the new email broadcast system. Use them to personalize your messages and create a more engaging experience.
🔗 Learn more about Email Variables
Step 2: Design Your Email
The visual builder allows you to create professional-looking emails without coding. The Email Design tab provides all the tools you need to craft visually appealing messages.
Design Settings
Background Color: Choose the color that appears behind your email content
Block Color: Set the background color for individual content blocks
Font: Select from available typefaces for your email text
Font Size: Adjust the size of your text for better readability
Text Color: Change the color of your text content
Link Color: Set a distinct color for clickable links
Content Blocks
Each content block has a set of control options that appear when you hover over the existing block.
Edit: Open the block's settings to modify its content
Duplicate: Create an identical copy of the block
Move Up/Down: Reorder the block's position in your email
Delete: Remove the block from your email
ℹ️ INFO: You can add as many blocks as needed to create your email broadcast, but keep in mind that overly long emails may reduce engagement. For best results, focus on concise, valuable content with clear calls-to-action.
Text Block 
Add paragraphs, headings, and formatted text
Format options include bold, italic, strikethrough, and alignment
Select a color for the highlighted text
Create bulleted or numbered lists
Add hyperlinks to text
💡 TIP: Use the Override Default Spacing option to apply custom spacing to this specific text block without affecting other elements.
ℹ️ INFO: As you edit your Text Block, a real-time preview appears below the editor, showing exactly how your content will look in the final email. This makes it easy to adjust your formatting on the fly and see the results immediately.
Image Block 
Upload images directly from your computer
Crop your image freely to achieve the perfect composition
Add alt text for accessibility
Link images to URLs
💡 TIP: Use the Override Default Spacing to apply custom spacing around this specific image, which can be used to create left, center, or right alignment effects.
ℹ️ INFO: A preview of your uploaded image appears below the block.
Spacer Block 
Control vertical spacing between elements
Create visual breathing room in your layout
Use between text blocks to create proper paragraph spacing
💡 TIP: You can add a Divider to include a horizontal line (solid, dashed, or dotted) to separate content sections visually.
💡 TIP: Spacer Blocks are essential for creating professional-looking emails with proper visual hierarchy. Use them to create separation between different sections of your email, such as between a header image and your main content, or between paragraphs that need more separation than the default spacing provides.
Button Block 
Create clear Calls-To-Action
Customize button text and color
Link buttons to landing pages, content, or even external pages
Step 3: Target the Right Recipients
The new filtering system lets you precisely target specific audience segments using powerful filtering options.
Creating Filter Groups
Start by adding a group and selecting how filters within that group should be applied.
All (AND logic): Recipients must match all filters in this group
Any (OR logic): Recipients must match at least one filter in this group
None (NOT logic): Recipients must not match any filters in this group
💡 TIP: You can add as many groups as needed for your targeting strategy. Click Add Group to create additional filter groups. This is particularly useful for complex campaigns where you need to combine different sets of criteria.
Available Filters
Within each group, you can add multiple filters from the available categories.
Subscription: Target users on specific plans
Bundle Access: Choose users who have access to specific bundles
Subscription Status: Filter by current subscription status
User Type: Target specific user categories
Lifetime Spend: Set criteria based on total spending
Tags: Filter by tags assigned to users
💡 TIP: You can add multiple filters within a single group to create complex conditions. For example, you could create a group with All logic that includes filters for Subscription = Monthly AND Lifetime Spend > $100 to target your higher-value monthly subscribers.
Step 4: Preview, Finalize, and Send
Click Preview
to see how your email will appearSend a test email
to yourself to verify formattingClick Finalize Broadcast
when you're done with all editsReview the Checklist
Choose to send immediately or schedule for later
Click Send Now
or Schedule 
to confirm your selection
ℹ️ INFO: The Send Later time is based on the time zone set in your General Settings. Make sure your time zone is correctly configured before scheduling email broadcasts.
Understanding Email Analytics
Track the performance of your broadcasts on the email broadcast list page.
📝 NOTE: The Email Broadcast stats update periodically (approximately every 6 hours), not in real-time.
Open rate: The percentage of recipients who opened your email
Click rate: The percentage of recipients who clicked on links in your email
💡 TIP: To track more specific stats on links clicked, add UTM parameters to your links and ensure you have Google Analytics integration installed wherever your links send your users.
🔗 Learn more about UTM Parameters and Google Analytics
Important Notes About Audience Size
You may notice differences between your audience segments and the actual number of recipients. This is normal and happens because:
Bounced emails: Invalid addresses are automatically excluded
Spam reports: Users who marked previous emails as spam are excluded
Opt-outs: Unsubscribed users won't receive broadcasts
Inactive contacts: Users inactive for 12+ months are automatically filtered out to protect your sender reputation
FAQs
Can I still access my old email broadcasts after switching to the new system?
Can I still access my old email broadcasts after switching to the new system?
Yes, you can still view your previously sent broadcasts. However, if you had draft emails in the old system, you'll need to recreate them in the new builder.
What happens to scheduled emails if I switch to the new system?
What happens to scheduled emails if I switch to the new system?
Previously scheduled emails will still send as planned, but you won't be able to edit them in the new editor. We recommend waiting for scheduled emails to send before switching or recreating them in the new system.
Can I go back to the old email broadcast system if needed?
Can I go back to the old email broadcast system if needed?
Yes, during the beta period, you can switch back to the old system by clicking the "Switch back to old version" option at the top of the Email Broadcast page.
How do I know if my email will be delivered successfully?
How do I know if my email will be delivered successfully?
The system automatically handles email delivery and retries for soft bounces. Hard bounces (invalid email addresses) are permanently suppressed to protect your sender reputation. 🔗 Learn more about Email Essentials