Rami shows coaches how to send broadcast emails in Mastermind Business Hub. Select contacts by tag or funnel stage, pick an email template, fill in sender details and subject line, then schedule it to send immediately or at a specific time. Track progress and reporting on the Bulk Actions page.
Chapters
Hey everyone, this is Rami, and in this video I'm sharing with you how to send a broadcast email inside Mastermind Business Hub. So what I mean by broadcast email is sending your email list a specific email, right, that goes to all the list or goes to a specific segment in that list based on a tag you set up or based on a lead, a funnel you set up. So, or like, for example, today I'm sharing with you how to— I'm gonna— I'm going to send an email reminder to the people who signed up for a workshop that I'm hosting, right? So this, we call it a broadcast. So sending them a broadcast email Or if you want to announce something and you want to send an email to the whole list you have, to the whole contact list you have, how to do that. So inside Business Hub, let's get this done. Move this. All right, so when you log into Business Hub, you go to Contacts on the left menu. And from here, if you're sending, uh, an email reminder to all your contacts, you can select from here and do bulk action, right? You can select all from here or select all. Once you do this, you have the option to select all the contacts you have. Or if you're selecting a specific people based on tags. Here, for example, I have people who signed up for my lead magnet workshop, so I have this tag. So what I do, I go to filters, and inside the filters I go to tags. If you don't see tags here on the most used, you can see it down there also. It's here, right? So, or you can search simply for it here by using— by typing tag. Okay, so I use the filters for tag, and when this happens, I want to make sure to have tag is and select the tag that I put for the workshop signup. So people who sign up for my workshop, they got this tag tag. Okay, they got tagged with this. So this I selected from here, and then I go down here and press Apply. Once I do that, I have all the contacts. Total contacts: 19 people who signed up for the event. So what I can do here, select them all All right, and from here I can send them an email. Okay, and when I press that, it will give me, it will give me an option to, to make sure that this is the step that I'm doing. Send email to the following contact. Please note the action will be performed over a period of time. You can track the progress on bulk action, on the bulk action page. So I press OK, proceed, and here it will tell me which template— ask me which template I am using. So if, if you created the template before, would be better. Okay, always create the template before and then come here and, and select it from here. So for that template, I have this— for the email, I created this template, Complete Lead Magnet Workshop 24-Hour Reminder. So I select it from here, and this is the email. I can preview it or edit it here. Okay, then I type the name, from who, Right, okay, then the email, then the subject, okay, like reminder Email for lead, or for the lead magnet workshop. So you type the subject here, okay? And here you have the option to send all at once Send all at scheduled time or send in drip mode. So I want to schedule this to go on a specific time, okay? And then here a calendar will open and will give me the option when to, to select the date and the time when to send this. For this example, I'm gonna send this today, all right, at 3 3 PM. It's a 24-hour reminder email, so 3 PM. Okay, so it's going today at 3 PM. And here you can enter a description for this action. This is to be shown in tracking report. So there's a the system, Business Hub, write a tracking report for everything you do. So they need a name for this action. So the system need a name. I'm gonna doing 24-hour reminder email. So that's— you can type anything here, it doesn't matter. This is for you for the reporting purpose. So I'll make sure this is the right template. I still can edit it from here. It will open in a separate window. This is very useful to, to make a quick edit or make sure everything is correct, make sure the links are correct if you have links. All right, and then save, or you can do preview. To make sure everything is, uh, is working good. You can see how it's gonna look on a tablet or mobile phone. All right, after you're done, you close this, and if you're ready, you will press send. All right, uh, for this part, if you see, um, when I when I press on edit, this part came empty again. So you have to fill it. You can fill it, and if you don't fill it, let me tell you. Okay, so the subject required, but a name, from name, and from email will take it from the system. But the subject is required, so I'm gonna type the subject again. So once you're ready, all the information is correct, you made sure the email is the right one, then you press send. Okay, so it will give you sending email to the following contacts. So that's the whole contacts here. Your bulk action has been scheduled. Click here to check the progress. So you can go here there's something called bulk actions, and this will show you the progress of everything's been happening on the, on the system. So for example, this is the email. You can see here status of it. If you view the details, it will tell you bulk email, the from, the email, and the name, and what's happening. That was all about it. This email will go out at the scheduled time, and you can track it again here and see all the details. And if you have any question, please comment below, and I will get back to you as soon as I see the comments. Thank you.
