Broker-Managed Email Campaign Checklist

Inbox tab

•  Insert the Subject Line & Preview Text 

• Check that the ‘From name’ and ‘Email address’ contains your correct contact information 

Send to tab

• Keep your sending method: To a list of contacts 

• Select the mandatory Subscription type: Broker invitations and updates 

• In the Send to field, select the relevant customer list for the type of email you wish to send. Your list should be named per the following example: 'FranchiseX_EmailMarketing_AllContacts' 

• ‘Don’t send to unengaged contacts’ must be UNTICKED 

Schedule now or later tab

• Choose your desired time to send to your customers
  👉 For maximum engagement, avoid sending your email between 9.00pm and 7.00am. 

Setup tab 

• Select Campaign: Broker-Managed Emails

•  Tick ‘web version’. This will automatically create a web version and URL in your email.  

✅Final check before sending

• Send yourself a test email to your inbox under ‘Preview and test’ 

• Check:  

• Does your email have any spelling mistakes? 

• Are email images displayed correctly in both desktop and mobile?  

• Does your customer’s first name appear in the test email greeting?  

• Does your header banner and footer show your broker email address and broker phone number? 

• Do all email links go to the correct pages? 

• Does the footer link unsubscribe link go to the right unsubscribe page? 

For more information: How create and send a Broker-Managed Email