Send a broadcast
Send a new-roast announcement to recent coffee customers. You will finish with a named broadcast, a checked audience, recipient previews and an explicit choice to send now, schedule or save a draft.
The Halden images below show a real saved demo campaign and its generated previews. They demonstrate the review surfaces; they do not show a delivered campaign. To follow the same job in your workspace, use your own product facts and customer records.
Before starting, have a customer contact schema, purchase data linked to those customers, a verified sender, and a published brand kit. Confirm marketing subscriptions and any topic you plan to use. If purchase data is not connected yet, build a simpler saved segment using fields you can verify.
Walkthrough steps
Reopen maxinja’s completed Halden campaign review beside Marcus’s saved personalized preview. Read the existing conversation and inspect the draft. This recording does not show live campaign creation, new AI generation or an email send.
Start a new broadcast
Open Broadcasts and choose New broadcast. The first screen asks “Who is this broadcast for?”. Choose the customer schema; the next step is the audience below. After creation, rename the untitled campaign in its header to “New roast — recent customers”.
Choose who receives it
Select the Contact schema for customers and a saved segment, or choose New segment. For this example, describe “customers with a recorded coffee purchase in the last 30 days”. Review the generated rule: it must match each customer's own purchase, with the intended date boundary.
Check a customer with a qualifying purchase and one whose last purchase falls outside the window. A customer who qualifies but has unsubscribed can still match the audience rule; marketing eligibility is checked separately. The saved Halden example below uses its own custom audience conditions.
Halden demo · Six customers match this broadcast’s custom audience; sending eligibility is checked separately. Design the email
Choose Next from the audience screen. On “Choose your email’s starting place”, select Dynamic Composer and Marketing, then Next to open Composer. The mode is fixed on the email. If you are opening an existing broadcast without content, use Add content instead.
The broadcast supplies one audience contact as To. In Data, expand that contact and select the purchase fields or relationships the message will use. Check the actual key shown there before inserting Liquid.
Add the verified sender, subject, product description and a button to the product page in the editor. Select your brand kit. Keep product facts, prices and links fixed; use Adaptyle only for the introduction that connects the roast to recorded preferences. Ask maxinja to leave a general introduction when purchase context is missing.
Halden demo · Marcus’s saved generated preview uses his House Espresso purchase history. The campaign remains a draft. Preview and send a test
Inspect a customer with relevant purchase history, then a sparse sample with no useful preference. Check that the first introduction uses the supplied facts and the second stays general. Generate a fresh personalized preview after changing the sample.
Use the toolbar’s Send test to mail that rendered sample to yourself. The preview enables the control; the send still needs a sender on a verified domain, available allowance and an eligible test address. It uses email allowance and checks inbox appearance. It does not send to the sample customer or prove the campaign audience is correct.
Send now or schedule
In Composer, review Checks and Personalize → Estimate. Open Send (or Schedule after saving a draft), review the audience, then choose Send now, Schedule for later or Save as draft. Marketing requires email and applicable topic consent; suppressions are checked before dispatch. The matching audience count is not the final number of deliveries.
Halden demo · Send now, schedule for later, or save as draft. This campaign remains unscheduled.
Ask maxinja: "Prepare a draft campaign for customers who bought in the last 30 days. Explain the audience rule, use our brand kit, keep the sale dates and discount exact, and leave it unscheduled for review." Inspect the resulting selection and messages before committing the send.
Review before you commit
- Inspect the audience rule and several matching contacts. Confirm that the purchase or behavior belongs to this customer.
- Check Data, Personalize and Checks in the email rail. Preview sparse and complete customer examples; confirm sender, links, language, topic and fixed offer facts.
- Read Personalize → Estimate, including generation, corrections and reviews. Unknown amounts are not zero; an uncalibrated duration is not a completion promise.
- Confirm the wallet, email allowance and domain are ready for the planned work.
- Check the schedule in the app's displayed time zone. Preparation may begin early; sending cannot begin before the scheduled dispatch time.
Preparation fixes the recipient selection and campaign revision. Later segment membership changes do not add people to that campaign. A successful preview is a sample; campaign checks still apply to the generated work.
Change your mind after scheduling
Open Metrics and read the sending banner. Cancel send is available before preparation starts and returns the campaign to editing. After preparation begins, Stop sending cancels remaining work permanently; messages already being dispatched may arrive. It cannot recall mail or undo usage already incurred.
A credit wait or quality hold is different from a stopped campaign. Inspect the reason before creating another send. The broadcast reference explains the Retry action for eligible failed recipients and Close remaining work after a campaign finishes. Previously accepted and uncertain deliveries are protected from that retry.
If preparation needs attention
A count waiting for its audience filter means the filter is not ready; it does not mean zero customers. An error in Checks needs correction before scheduling. A campaign waiting for credits needs a billing review. A rejected generated email belongs in Quality review, where you can inspect its exact wording and source information. Follow Review a quality hold for eligible human approvals and their limits.
After you send
Start with Emails to check recipient-level preparation and sending outcomes, then Metrics for delivery and response. An individual email’s Sent status means provider acceptance; Delivered arrives later and does not prove inbox placement. The aggregate funnel’s Sent count includes linked email records, including pending or failed records; use report definitions before comparing totals. Check failures and cancellations before deciding a customer needs another message. Learn how to read these in See your results.