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Email Broadcasts

When you have news for your whole client list - new booking slots, a price change, a seasonal nudge - a broadcast sends one personalised email to all the right clients at once. This guide covers writing a broadcast, choosing who gets it, personalising it, and checking it before it goes out.

Composing a broadcast email

1 Open Email Broadcasts from the main menu and select New Broadcast.
2 Fill in the Subject Line - for example "Spring booking slots now open!" - and write your update in the Message Body.
3 Save it. The broadcast is stored as a draft with its own reference (such as EB-0001), ready to send when you are.
4 You can reopen and edit a broadcast for as long as it is a draft. Once it has been sent it is locked, so the record of what went out stays accurate.

Choosing your audience (all, active, or past clients)

1 In the broadcast form, pick an Audience: All Clients, Active Clients Only, or Past Clients Only.
2 Active Clients Only reaches the people you are currently working with. Past Clients Only reaches clients with completed projects - handy for drumming up repeat business.
3 All Clients sends to everyone on your client list.
4 CMA emails the clients in that segment who have an email address or a portal login, and counts exactly how many that is before anything goes out (see Previewing below).

Personalising emails with client names

1 Type {Client_Name} anywhere in your message - the form reminds you of this - and CMA swaps it for the client name as each email goes out.
2 So a broadcast that opens "Hi {Client_Name}," arrives as "Hi Sarah," for one client and "Hi Mr Jones," for the next.
3 Names fill in for clients who have a portal login. For a client you only hold an email address for, the placeholder is left blank - so write a greeting that still reads well either way.
4 Each line of your message becomes its own spaced paragraph in the email, so write naturally and let CMA handle the layout.

Previewing before you send

1 There is no separate preview screen. Instead, save your broadcast as a draft and reopen it to read it back exactly as you wrote it before committing to send.
2 When you select send, CMA shows a confirmation step telling you how many clients the email will reach - for example "This will send an email to 24 clients".
3 Check that number matches the audience you meant to reach - it is your last chance to catch a wrong segment - then confirm to send, or cancel to keep editing.
4 Sending runs in the background, so a long client list does not tie up your screen while the emails go out.

Tracking sent broadcasts

1 Every broadcast you have created is listed on the Email Broadcasts page, newest first, with its reference, subject, audience, status and recipient count.
2 The status shows where each one stands - Draft, Sending or Sent - and the Sent column shows how long ago it went out.
3 The Recipients count records how many clients each sent broadcast actually reached.
4 Use the search box to find a broadcast by subject or reference, and the status filter to show only drafts or only sent broadcasts.

Want the bigger picture? See the full feature overview .

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