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Email Marketing: How to create email broadcasts

Learn how to create, customize, and schedule email broadcasts using Nutshell's intuitive tools for effective audience engagement.

Andy Fowler avatar
Written by Andy Fowler
Updated today

Create one-off email blasts and announcements to send to your audiences.

Still need to create the audience who will be receiving your broadcast? Click here to learn how.

Creating a new broadcast

To start, go to Marketing > Broadcasts in your Nutshell account and click Create new broadcast.

Nutshell will offer you four options to start your broadcast from:

  • Recent message: Recently created broadcasts and editions

  • Your team's templates: Broadcast templates set up by your admin team

  • Nutshell template: Suggested broadcast templates from the Nutshell team

  • Scratch: Begin your broadcast with a blank slate

If you select a previously created broadcast or a Nutshell suggested template, you will click the green Start from .. button and provide a descriptive name for your new edition.

If you select to create a new broadcast from scratch, you will click the green Create new broadcast button and provide a descriptive name for your broadcast. Click save and you will be dropped on to the broadcast editor.

Nutshell email broadcast creation dashboard with options to start from recent messages, from team templates, or from scratch


Create company-wide templates

Users with full Email marketing access will find a Templates section in the sidebar under Email Marketing. Here, you can create a company-wide template for your team. Once saved, the template will be available for everyone to use in future broadcasts.

Nutshell Email Marketing menu showing navigation options including broadcasts, newsletters, drip sequences, templates, and other marketing tools

If you'd like to create a new broadcast using a company template, simply click on Your team's templates to view and select the template you'd like to use.

Dialog box for creating a new email broadcast showing template categories including recent messages, company templates, recaps, content offers, and confirmation emails

Editing your broadcast

Email editor interface displaying available content blocks like text, images, buttons, dividers, social links, HTML, videos, and menu options

The editor allows you to completely customize your broadcast by dragging content from the editor into the body of your broadcast.

You can add and edit the following content into the body of your broadcast:

  • Text

  • Images

  • Buttons

  • Dividers

  • Social media links

  • HTML code

  • Videos

  • Icons

  • Menus

Adding and editing text

	Paragraph text block with formatting toolbar for editing email broadcast content

When adding a text field to your broadcast, you will have the ability to edit your text with the following features:

  • Font family (style)

  • Font size

  • Bold

  • Italic

  • Underline

  • Strikethrough

  • Superscript

  • Subscript

  • Clearformatting

  • Alignment

  • Special characters

  • Undo/Redo

  • Numbered list

  • Bullet list

  • Text color

  • Text background color

  • Hyperlink

  • Special links

  • Merge tags (More)

Special Links

Within the special links feature, we provide an Unsubscribe link (Required links) and a View in Browser link (Other links).​ Set up your Email preference center to ensure recipients who click your Unsubscribe link are given the option to choose the audiences they want to be added to or removed from. Read our Email preference center support article to learn more.


Text editor dropdown menu showing special links options including unsubscribe link and view in browser functionality

Merge Tags

Merge tags are smart fields that auto-fill with customer information and the mailing address listed within your General settings inside of Nutshell.


Email editor form highlighting merge tag implementation for personalizing email broadcasts


Smart fields are places in your template that auto-fill with specific data about the corresponding contact. You can think of them as shortcuts to give each email a personal touch. When you send outreach emails, the smart fields will auto-populate with the right information for each contact.

	Modal window showing available merge tags like first name, last name, full name, company name, industry, and mailing address

Available smart fields/merge tags for outreach:

  • First name: Inserts the first name of the person you are emailing. If you are emailing a company or lead, Nutshell will automatically pull in the first name of the first-listed associated person.

  • Last name: Inserts the last name of the person you are emailing. If you are emailing a company or lead, Nutshell will automatically pull in the last name of the first-listed associated person.

  • Company Name: Inserts the primary company name into the email. If you are emailing a person or lead, Nutshell will automatically pull in the name of the first-listed associated company.

Add fallback text to fill in when a merge tag is unavailable on any of the contacts in your broadcast. For example, this comes in handy to send a contact a message greeting of "Hi friend" if the only details you have about them is their email address.

Email broadcast editor showing merge tag options with fallback text configuration for personalization

AI writing assistant

Adding a paragraph block to your newsletter also enables you to use Email marketing's built-in AI writing assistant.

Do everything from checking your spelling and grammar to changing the tone of your copy and even translating your email into another language. Just enter your prompt and Nutshell's AI does the rest.

Remember to review and edit anything written by AI before publishing to ensure it matches your company's message, brand, and tone.

Animated interface demonstrating Nutshell's built-in AI writing assistant for email marketing

Psst: Whether you’re sending a broadcast, newsletter, or drip sequence, an unsubscribe link and your mailing address are required within your outreach emails. Don’t worry, Nutshell will remind you to add one if you forget!

Notification banner reminding users that unsubscribe link and mailing address are required in email broadcasts

Removing content

You are able to remove content from your draft by clicking on the outlined content and selecting the blue trash icon.

Email broadcast editor showing how to select and remove content blocks using the delete icon

Previewing your broadcast

Before you send your broadcast, you can preview how your broadcast will appear to your audience by selecting the Details tab.

You are able to toggle between a desktop preview and a mobile preview.

You will need to select which email address your broadcast will be sent from and which audience your broadcast will be sent to, provide a subject line, and you have the option to include preview text.

Preview section showing fields for selecting sender email, audience, subject line, and preview text options


If your organization utilizes Google Analytics UTM parameters, you are able to add UTM parameters to all links within your Broadcast by checking the box next to Add UTM parameters to all links and selecting Edit parameters.

Psst: You can find this tracking data in your Google Analytics account. It is not housed inside of Nutshell.

Email broadcast configuration showing options to add Google Analytics UTM parameters to tracking links

When you’re ready to send your Broadcast out of Nutshell, click Prepare to send. Nutshell will alert you to any requirements for your Broadcast that have not been fulfilled.

Nutshell confirmation alert verifying all email broadcast requirements have been met

When it’s confirmed that all requirements for your Broadcast are met, click Next or Choose who to send to. You'll be able to choose from an Audience list or a Saved list.

Modal window for selecting audience or saved list to receive the email broadcast

Nutshell will verify the title of your Broadcast, the sending email address, which Audience is receiving the Broadcast, and the subject line and preview text for the Broadcast. Click Send when ready.

Final email broadcast review page showing title, sender, audience, subject line, and preview text


Scheduling your Broadcast

Not ready to send your Broadcast now? Click Schedule now at the top of your Broadcast or find the Schedule for a later date text link on the Review and send page.

Email broadcast interface showing "Schedule now" option at the top for scheduling future sends


Email broadcast interface showing the option to schedule sends for a later date

Nutshell will confirm if your Broadcast meets all sending requirements prior to allowing you to schedule your Broadcast. If all requirements are met, select Schedule and review.

You will be able to determine the exact date and time that your Broadcast sends out to your Audience. Click Next to continue.

Broadcast scheduling interface allowing selection of specific date and time for email delivery

Nutshell will confirm the details of your scheduled Broadcast.

Nutshell system confirming email broadcast meets all requirements before allowing scheduling


Once scheduled, your Broadcast will take on a yellow Scheduled banner and display the date and time it is expected to send out to your Audience.

Final confirmation page reviewing all details of the scheduled email broadcast

Broadcast engagement

The Engagement section of your Broadcasts provides actionable metrics that highlight your contacts’ engagement with your email outreach. ​

  • Total Sent Count: Total of how many times your Broadcast was sent out

  • Open Rate: The percentage of emails sent that have been opened

  • Click Rate: The percentage of emails sent that have been clicked

  • Unsubscribe Rate: The percentage of emails sent that resulted in the recipient unsubscribing

  • Bounce Rate: The percentage of emails sent that bounced

The graph on your Broadcast engagement page shows your Audience’s engagement with your Broadcast email over a determined range of time.

Track who clicked on your links

For users on the Marketing Pro plan, you can dive deeper into the links your recipients are clicking on.

  1. Access the Recipients tab

    The Recipients tab in the broadcast reporting menu bar

  2. Apply the 'Clicked' filter: Once in the Recipients tab, apply the 'Clicked' filter to view recipients who have interacted with your links.

  3. Use the 'Any link' dropdown: You’ll see the 'Any link' dropdown, allowing you to filter further and see exactly which links were clicked by which recipients.

Email broadcast recipients tab with 'Clicked' filter and link dropdown for viewing which recipients clicked specific links

This feature is particularly useful for understanding the interaction with high-priority calls to action (CTAs) in your emails, as well as discerning which links were clicked in personal email sequences, helping you gain valuable insights into recipient behavior and preferences.

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