How to implement a broadcast email marketing campaign

Once a visitor has converted by completing a Conversion Form we need to nurture them, chances are they aren’t necessarily sales-ready, so having a considered process to help keep them engaged and informed is a great idea.

Part of that process should involve sending considered and targeted emails to segments of your Contacts.

There are lots of ways you can use ad-hoc campaigns, for example: some of your Contacts might have downloaded a particular ebook and you’d like to see if they are interested in a follow up offer.

Jumplead allows you to build your emails with a drag and drop editor, making it super easy to create the designs you want.

Once you have created your email you can use it in broadcast campaigns to segments of your contacts database.

You can also send it as a step in an Automation Workflow.

Let's tak a look at building an email and sending it as a broadcast campaign.

Step 1. Create your email

Emails are created in the 'Emails' tab within the Emails section of Jumplead.

When you create an email it is listed in this page so you can find it easily in the future.

You can also create 'Email groups' to keep your emails organised.

To create a new email, click the 'Create email' button in the top right hand side of the page.

This opens up the email creation wizard which takes you through the four steps required to make an email in Jumplead.

First add some details, giving your email a name, adding it to a group, and selecting the company address that relates to this email.

You can choose to either create and email with the drag and drop editor, which automatically makes your email responsive and ensures good display across email clients.

Alternatively you can choose to code your own.

Click the 'Email' icon and the 'Next' button on the bottom right to move to the next step.

You can now choose a starting template to base your email design on.

Don't worry if none of these look perfect straight away, as they are all completely editable by you to get the exact design you require.

If you want to start with an email that you have already created, you can click the 'My emails' tab at the top of the page and select it from there.

When you find the email design you want to start with, click 'Select' and then the 'Next' button in the bottom right of the page.

You are then taken in the email Builder, where you can use the drag and drop editor to build your email.

You can toggle between desktop and mobile views with the icons in the top left of the page.

In the top right there is the ability to undo and redo actions with the anti clockwise and clockwise icons.

On the right hand side of the page in the side column there are a range of components you can drag in to your email to build it.

When an item on the page is selected the right hand side bar contains the settings for that component.

Double clicking on a text area, gives you extra options to change the formatting, add lists, and add merge tags to personalise your emails.

Click one time on a page component highlights a menu for that item that allows you to delete it, duplicate it, drag it elsewhere. Also clicking the up arrow here allows you to select the component that the current one is in, such as a container.

Once you have edited and are happy with your design click the Next button again to see a preview of your email.

If you are happy, you can save it and you will be taken back to the Emails tab and your new email will be listed.

From the menu on the right hand side of the list view of your emails you can choose to edit, duplicate or delete them.

That's it!

Now you have created your email it will be available to send broadcasts to in the Broadcasts section, which is the next tab along. It is also available to you to send as part of a Workflow in an automated campaign.

Step 2. Send your Broadcast

To send an email to one of your contact segments you will need to have first created the contact segment you wish to send your email to, and you need to have created the email you wish to send.

In the 'Broadcasts' tab of the Email section, you will see send activity reports of the email broadcasts you have sent previously.

You can click on the 'Report' button to get a detailed report of the individual send activity.

To create a new broadcast click the 'Create broadcast' button in the top right of the page.

You will be taken to a three step wizard for creating your broadcast.

On the first step you'll add details for your send campaign, such as giving your send broadcast a name, adding a Subject for your email (including any merge tags you wish to use) and the From name and From address for your campaign.

When you have added these details, click the 'Next' button in the bottom right of the page.

You will then select the contacts list segment you have already created to send to. As well as choosing to either send the email straight away or scheduling it to be sent in the future.

Click 'Next' again and you will be taken to a confirmation page, where you can check over the details of your campaign.

If you are happy, click the 'Send' button in the bottom right.

Alternatively you can go back and make any changes.

Once you click the 'Send' button there is a final confirmation dialogue.

Click send broadcast again and you will be taken to the broadcasts tab, where you can see your campaign is at the top of the page and either in the process of sending or queued for delivery at the date and time you specified.


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