How to use email broadcast and email drip campaigns?

Phoneburner does have a feature available for email broadcasting, or sending a one time message to a group of contacts or auto sending in a drip campaign in Beta testing.

In order to use this feature, you will need to be using your Custom Email Sending Server.

Please be aware of your Email providers sending limits to ensure you do not get blocked from sending bulk emails. 

NOTE: Office 365/Outlook no longer allows you to be able to send bulk emails as reported on their site . You may see an error that looks like this : 432 4.3.2 STOREDRV.ClientSubmit; sender thread limit exceeded .

If you find you are running into server limits sending your emails, you may want to look into using a 3rd party email service, such as SendGrid, or SparkPost or TurboSMTP to send heavier email loads.

Please contact support regarding this feature if you would like further information. 

Once Email Campaigns and/or Broadcasts are enabled by support, you can set these up by going to the settings gear on the contacts page and selecting Email Campaigns or Email Broadcasts.

For Campaigns, Select "create new campaign" and Create a name for the campaign. 

Once you have "created a new campaign", select add new message, then add the day you want to trigger the message to send. You have the option to use a pre-written email if you have created one in the emails and phone scripts section, or you can create a new one on the spot and save. 

You can select contacts individually by opening up the contact record, choosing the campaign tab if they have an email address and subscribing them manually to the campaign. You can choose a folder to assign to a campaign by going to the manage folders option (the gear icon on contacts tab near folders).

To add the entire folder ( and any contacts that are added to it ) , selected the Associated Email Campaign column and use the drop down to select the campaign you want that folder assigned to. 

Once set up , you can check the delivery status of messages in the campaign and see how many have been sent on the same page. 

Emails in Drip campaigns are sent out early in the day each day and may take several hours in the process to get triggered. So if you add someone to a campaign for day one, the email will actually be sent the second day. 

For Broadcasts, select email broadcasts, and create a new broadcast.

You can then select a folder, saved search list or team list of your team members.  and move to step 2. 

Choose the options to set up your one time send of the broadcast and go to step 3 to create your email or choose a pre-written one. 

Step 5 will allow you to send right away or choose a day and time. 

To schedule this broadcast for future delivery, select a date and time from this section of the page. If you’d like to send this broadcast as soon as possible, select the appropriate option below.

Once you are ready, click the “Save & Finish” button at the bottom of the page to finish editing your broadcast. If you choose to send the broadcast as soon as possible, your email will be sent as soon as our email system can send it. Please note that during heavy emailing times, it can take longer to deliver your message.