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Overview

Broadcasts let you send a single email to a targeted group of users. Use them for product announcements, feature launches, re-engagement campaigns, feedback requests, or any one-time communication. Broadcasts are processed in the background with no timeout limits. You can watch delivery progress in real time and review detailed per-recipient results at any time after sending.

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Creating a Broadcast

  1. Go to Automation in the sidebar
  2. Click New Automation
  3. Select Broadcast from the “Start from scratch” options, or pick a template like “Feature announcement” or “Feedback request”
  4. Name your broadcast and click Create

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Configuring a Broadcast

The broadcast editor has three columns:

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Settings (left)

Choose who the email is sent from:
  • Default — uses your organization’s default email address
  • Specific address — pick any verified email address
  • Team member — send from a specific teammate’s address for a personal touch
Control where replies go:
  • Sender — replies go to the from address
  • Custom — specify a different reply-to address
  • Inbox — route replies to a specific HaloAgents inbox
Choose the visual format:
  • Plain — simple text email, no framing
  • Personal — looks like a personal email with minimal styling
  • Branded — uses your organization’s email branding (logo, colors, footer)
  • Link the broadcast to a subscription list so recipients can unsubscribe
  • Toggle the unsubscribe link on or off
  • Users who have unsubscribed are automatically excluded from the audience
  • Leave empty to send immediately when activated
  • Set a specific date and time to schedule the broadcast for later
Target who receives the broadcast:
  • All users with email — sends to every end user with an email address
  • Filter audience — build filters using user properties, custom fields, company fields, or Stripe data
  • Subscription list — send to everyone subscribed to a specific list
The recipient count updates in real time as you adjust filters. Click View Audience to see exactly who will receive it.

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Email editor (center)

Write your email content with:
  • Subject line at the top
  • Rich text editor with formatting, links, and images
  • Dynamic fields — insert personalized content like first_name, company_name, or any custom field with fallback values
  • Live preview that shows exactly how the email will render

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AI assistant (right)

Describe what you want to communicate and the AI will draft the subject line and body for you. You can iterate on the draft, adjust tone, or regenerate.

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Dynamic Fields

Insert personalized content anywhere in the subject or body using dynamic fields:
FieldDescriptionExample
first_nameUser’s first name”Hi Jane”
last_nameUser’s last name”Doe”
nameFull display name”Jane Doe”
emailEmail address”[email protected]”
company_nameCompany name”Acme Corp”
Any custom fieldFrom custom_fieldsValue of that field
Each dynamic field has a fallback value that’s used when the field is empty for a recipient. For example, first_name with fallback “there” renders as “Hi there” for users without a first name.

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Sending

Click Activate to start sending. The broadcast processes in batches of 100 recipients:
  1. Each batch sends emails via your configured email provider
  2. Stats update in real time after every batch
  3. When all batches complete, the broadcast is marked as Completed
A verified custom domain is required before you can activate a broadcast.

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What you see during sending

The stats bar shows live progress:
  • A progress bar showing overall completion percentage
  • Recipients — total audience size
  • Sent — emails accepted by the mail provider
  • Delivered — emails that reached the inbox
  • Opened — recipients who opened the email
  • Failed — emails that bounced or failed

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Pausing

You can Pause an active broadcast to stop sending. Unsent recipients remain in the queue. Click Resume to continue from where you left off.

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Viewing Results

Click View Results in the stats bar to open the results modal. This is available during sending and at any time after completion.

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Summary

Five cards at the top show:
  • Recipients — total audience
  • Sent — emails sent
  • Delivered — with delivery rate percentage
  • Opened — with open rate percentage
  • Clicked — with click-through rate percentage

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Recipient List

Browse every recipient with:
  • Search by name or email
  • Filter by status — All, Sent, Delivered, Opened, Clicked, Failed, Unsubscribed
  • Each row shows the recipient’s name, email, company, sent timestamp, and current status
  • Infinite scroll for large audiences

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Status Definitions

StatusMeaning
PendingQueued but not yet sent
SentEmail accepted by the mail provider
DeliveredEmail reached the recipient’s inbox
OpenedRecipient opened the email
ClickedRecipient clicked a link in the email
FailedEmail bounced or was rejected
UnsubscribedRecipient unsubscribed via the email
RepliedRecipient replied to the email
Statuses advance forward — if a recipient opens and then clicks, their status shows Clicked (the most advanced engagement).

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User Activity Feed

When a broadcast is sent to a user, it appears in their Activity Feed on the user detail page. Each entry shows:
  • The broadcast name and email subject
  • The recipient’s engagement status (Sent, Delivered, Opened, Clicked, etc.)
  • A link to the broadcast detail page
You can filter the activity feed to show only email activity using the Emails filter.

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Last Contacted

The last_contacted_at timestamp on both users and companies is automatically updated when a broadcast email is successfully sent. This field also updates from series emails, ticket replies, and chat messages — giving you a single field that shows when a user was last contacted across all channels.

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Next Steps

Custom Domain

Set up a custom sending domain (required before sending broadcasts).

Series

Set up multi-step email sequences with delays between steps.