Introducing Broadcast 3.0

We've revamped broadcast messaging to better serve your needs!

We've re-designed our Broadcast module to provide enhanced features and flexibility and provide users more options when sending out broadcast emails.

The new features include:

• More robust recipient list filtering
• Filtering the recipient list by case type, such as "All open, active H1B case corporations" or "All open H1B and Green Card case clients"
• Filtering the recipient list by company, date or group, such as "Staff Members at X Corporation" or "Active Individuals with X Priority Date" or "Closed Individuals with X Expiration Date"
• Uploading a contact list to target specific audiences, such as "New Foreign National Access to the FN Portal"
• Scheduling messages to send at future dates or intervals
• Improved message tracking, including viewed rate, failure to send, etc.
• Advanced features such as HTML, using images and hyperlinks
• The ability to select multiple petition types and multiple corporations when filtering
• Auto-archiving sent messages older than 6 months
• Filtering archived records by Last 1, 3 & 6 months

Overview of the workspace

Navigation: Setup>Settings>Organization Tools>Broadcast>

The default view of the Broadcast module is the list of all broadcast messages.  Users may view:

• the broadcast details by clicking on the message name
• the status of the broadcast
• the sent or scheduled send date
• and resend, edit or delete a broadcast

Users may filter the list using the drop down menu at the top left.  Options are to

• View All
• View Only Sent
• View Drafts
• View Only Scheduled
• View Only Archived
• View Only Failed

Choosing Recipients

Users can choose recipients from :

• All Contacts
• All Foreign Nations with Specific Petitions
• Specific Corporations
• Imported List (Note: you may only email contacts that are already in INSZoom)

Once you select a recipient type, you can further filter by:

• All Corporate Users
• All Corporation Foreign Nationals
• All Individual Foreign Nationals
• Prospective Corporations
• Prospective Clients
• All Case Managers
• Active or Inactive contacts

Create a New Broadcast Message

Navigation: Setup>Settings>Organization Tools>Broadcast>New Message

To create a broadcast message, click New Message from the Broadcast Messages page.

• Select your recipients
• Create a Subject line
• Create a message or use a message template
• Schedule or Send the broadcast

Edit a Scheduled Broadcast

Navigation: Setup>Settings>Organization Tools>Broadcast>Edit

Any Broadcast that is in "scheduled" status may be edited.  

• Click Edit next to the message.
• Make any changes to the message, attachments, dates, recipients or schedule, then click Save.