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Broadstripes makes it easy to send a single email to multiple contacts at once. You can compose a plain-text email or choose from a pre-built email template, personalize messages with dynamic merge fields, add attachments, and schedule delivery for later.

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Before you begin

  • You need permission to send bulk emails. If you don’t see the Send email option in the Communications menu, ask your admin to enable it.
  • Contacts must have a valid email address that is opted in to receive email. Contacts without an opted-in email will be skipped.
  • Your organization’s email domain must be authenticated with the Broadstripes bulk email service. If you see a “Bulk email unavailable” message when you try to send, contact your Broadstripes administrator.

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Open the email panel

  1. Run a search to find the contacts you want to email.
  2. From the Search Results page, select the contacts you want to email. You can select up to 10,000 contacts at a time.
  3. Open the Communications dropdown menu and select Send email.
Communications dropdown menu showing the Send email option The Send email panel opens above your search results.

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Compose your email

The email panel has four sections: Sender, Content, Attachments, and Schedule. Send email compose panel showing sender and content options

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Sender

  • From address — Choose the email address that will appear as the sender. The dropdown includes your personal email and any project-level outgoing email addresses that have been set up by your admin.
  • Change sender name — Check this box to override the sender display name for this message only.
  • Use different reply-to address — Check this box to set a different email address for replies.

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Content

You have two options for composing your email content:
  • Choose a template — Select a pre-built email template from the dropdown. Templates are created on the Email Templates page and can include formatted content with merge fields already configured.
  • Compose it now — Write a plain-text email directly in the panel. This option gives you a Subject field and a Message field.
When composing a plain-text email, you can personalize the message with dynamic merge fields like “First name” or “Department.” Place your cursor in the Subject or Message field, then click Select a merge field… and choose a field to insert at the cursor position. See Using merge fields for more details.

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Attachments

Click Add attachment to attach files to your email. You can also drag and drop files onto the form or paste from your clipboard. The total size of all attachments must be 10 MB or less.

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Schedule

By default, your email is sent immediately when you click Send. To schedule it for a later time, expand the Schedule section and choose when to send:
  • One-time — Pick a specific date and time.
  • Recurring — Set up a repeating schedule. This option is only available when all contacts in your current search are selected.
How scheduling affects recipients:
  • One-time scheduled emails lock in the recipients at the time of scheduling. The contacts who match your search at that moment are the ones who will receive the email.
  • Recurring emails re-run your search each time the email is sent. Make sure your search criteria will continue to return the correct set of recipients.

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Send the email

  1. Review your email content and settings.
  2. Click Send (or Schedule if you set a scheduled time).
  3. A confirmation dialog appears showing how many contacts will receive the email. If any contacts in your selection don’t have a valid opted-in email address, the dialog shows how many will be excluded.
  4. Click OK to confirm. Broadstripes queues the email for delivery and displays a confirmation message.

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View sent emails and delivery stats

After sending, you can track delivery status from the Sent Email page.
  1. Navigate to the Email section by clicking the Sent Email tab in the left sidebar, or go to Communications in the navigation.
  2. The Sent Email tab shows an interactive data grid with sortable, filterable columns.
Sent email table showing a list of sent messages with delivery statistics The table includes these columns:
ColumnDescription
#Sequential message number
FromThe user who sent the email
StatusCurrent state: Sent, Queued, Scheduled, or Canceled
Sent or Scheduled DateWhen the email was sent or is scheduled to send
SubjectThe email subject line
SelectedHow many contacts were selected
Not validHow many contacts didn’t have a valid email
SentHow many emails were actually sent
DeliveredHow many were confirmed delivered
OpensHow many recipients opened the email
ClicksHow many recipients clicked a link
SpamHow many were marked as spam
FailedHow many failed to deliver
UnsubscribedHow many recipients unsubscribed
Each count in the table is a clickable link that opens a search showing those specific contacts.

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View message details

Click the view link in the Actions column to open the message detail page. This page shows:
  • Status — The current delivery state, with the option to cancel a scheduled message.
  • Sent on — The date and time the email was sent.
  • From — The user who sent the email.
  • Selected / Not valid / Sent to — Counts of contacts at each stage, with links to search results for each group.
  • Delivery Stats — Progress bars showing Delivered, Opens, Clicks, Spam, and Failed counts with percentages. These stats update automatically.
  • Subject and Body — A preview of the email content.
Message detail page showing delivery stats and email metadata

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Emails in a contact’s timeline

When you send an email to a contact, it appears as an entry in their timeline. The entry shows the email subject, who sent it, when it was sent, and a delivery status icon. Click the entry to open the full email in a new tab.