What is a broadcast?
A broadcast is a one-to-many messaging tool that maintains the personal touch of a direct message. When you send a broadcast:
Each recipient gets their own individual message
They can't see other recipients
It appears in their inbox like any other conversation with you
They can reply directly to you
Think of it as a way to have the same conversation with many people at once, without losing the personal connection.
Common use cases
Broadcasts are perfect for:
Holiday greetings: Wish clients happy holidays
Important deadlines: Remind clients about tax deadlines or filing dates
AEP for Medicare: Notify eligible clients about Annual Enrollment Period
New workflows: Introduce process changes that affect multiple clients
Client appreciation events: Invite people to events and ask them to RSVP
Watch: How to send a broadcast
Steps to send a broadcast
Step 1. Create a broadcast
Go to Broadcasts and click "New Broadcast"
Step 2. Compose your message
Write your message. Keep it conversational - write as if you're sending it to just one person.
Step 3. Add people
Select the recipients for your broadcast. You can choose from your contacts or import a list.
Step 4. Review and send
Double-check your message and recipient list, then hit send. Each person will receive their individual message.
Best practices
Keep it short: Respect your recipients' time with concise messages
Write personally: Write as if you're sending to one person, not a group
Don't spam: Only send broadcasts when you'd be confident sending the message to each person individually and with their consent
Make it relevant: Ensure the message is actually relevant to everyone on your list
Include a clear call-to-action: Make it obvious what you want recipients to do next