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Communications · 1:02

How to Create and Send Email Blasts

Create broadcast email blasts, build your audience, edit as text, raw HTML, or a locked design, schedule sends for later or hold them paused for sign-off, build a series from one blast, and track opens, clicks, and delivery per send.

Email Blasts lets you send broadcast emails to a targeted segment of your contacts, all from one place. Use it for newsletters, product announcements, client updates, or any message that needs to land with more than one person at once.

Blasts are separate from transactional emails (the one-to-one messages you send from an opportunity or contact record). A blast goes to many contacts at once and tracks opens, clicks, and bounces across the whole send.

Before You Start

Blasts send via TrustPager Mail. You need an email configuration with TrustPager Mail set up before you can send. Check https://app.trustpager.com/settings/email. If you see a sending address there, you are ready to go.

Create a Blast

Go to https://app.trustpager.com/growth/email-blasts. Hit New Blast in the top right. A draft blast opens straight away.

Compose Your Email

The blast editor has several content fields:

A footer reply button can be toggled on or off below the CTA fields.

Editing Modes: Text, HTML, and Visual

The Email Body has three editing modes, switched from the buttons above the editor:

Making a Designed Email Editable (Visual Mode)

Visual mode lets a non-technical person change the content of a designed HTML email with no risk of breaking the layout. It works in two steps:

  1. Unlock the editable parts, in HTML mode. Open the blast in HTML mode. In the live preview, click any element you want to be editable: a heading, an image, a button link, or a block of text. It gets a purple outline and a small tag to show it is unlocked. Click it again to lock it back. Anything you do not unlock stays fixed.
  2. Edit the content, in Visual mode. Once at least one element is unlocked, a Visual button appears and opens by default. In Visual mode only the unlocked parts can be changed, right on the preview: click a heading or paragraph to retype it, click an image to swap it from your media library, or click a link to change its text and URL. The surrounding design (tables, spacing, colours) cannot be touched, so the layout can never break.

This is ideal when a designer builds a polished template once and a team member then makes routine content changes on their own, such as swapping the hero image, updating an episode title, or changing a call-to-action link.

One thing worth knowing: Visual mode switches on as soon as any element is unlocked. If a designed email has only one unlocked element, Visual mode still opens and invites you to click a highlighted area, but everything else stays fixed and will not respond. If most of an email seems uneditable in Visual mode, switch to HTML mode and unlock the rest of the elements you need.

Choose Your Audience

The Audience panel, below Call to Action, controls who receives the blast. Each filter is a multi-select: pick one or several values, or leave it empty to match any. You can filter by:

A live count shows how many contacts match as you adjust the filters, so you can see exactly who is getting it before you commit. Only contacts with an email address are included. Exclude unsubscribed is on by default and will never send to anyone who has opted out of marketing email. Leave it on unless you have a very specific reason to override it.

Saving

The editor auto-saves as you type. You will see a "Saved" indicator in the editor confirming your work is stored. There is no manual Save button to worry about. A blast that has never been sent sits on the list with a Draft status until you are ready to send it.

Runs: Every Send Is Its Own Thing

A blast is reusable, and each time it goes out that is a run. One blast can have as many runs as you like, and every run keeps its own copy of the email, its own audience, its own send time, and its own results.

Runs appear in the Runs panel on the right of the blast, with anything still to come at the top (soonest first) and the history below it. Click any run to open it.

Because each run holds its own copy, a run that has not sent yet is a full editor: its send time, subject, intro, body, attachments, call to action, sender, and audience are all editable there, and changing one run never affects the others or the blast itself. A run that has already sent is a permanent record and cannot be edited or removed.

Test and Schedule

When your content and audience are ready, hit Test and Send in the top right. This opens a two-step flow designed to make sure you have seen the email in a real inbox before it goes to anyone on your list.

Step 1: Test

Send a preview to yourself (or a few addresses) before the real send. Type up to five email addresses in the recipients field and hit Send Test. The test email arrives in exactly the same format your contacts will see it.

A few things to know about test sends:

Step 2: Schedule a Run

The second step is Schedule a Run, and nothing has been sent when you reach it. Under When you pick one of three options:

For Send now and At a specific time you also need to tick two confirmation boxes before the button activates:

Holding a run paused does not need either box, because nothing is being sent. You tick them when you come back to schedule it.

For a scheduled run, the audience is worked out again at the moment it sends, so contacts added between scheduling and sending are included. The recipient count shown when you schedule is an estimate for that reason.

Paused Runs: Getting Sign-Off Before Anything Sends

A paused run keeps its content, its audience, and its intended send time, but nothing is queued for it, so it cannot go out. This is how you park a send while people review it.

Use it when a blast needs a second pair of eyes, a client's approval, or a decision you have not made yet. Set it up properly, hold it paused, share the link, and only schedule it once everyone is happy. Paused runs show with a dashed outline and a Paused badge in the Runs panel.

To send one, open it and hit Schedule this run, or use the Schedule link on the run in the Runs panel. To put a scheduled run back on hold, open it and hit Pause this run. You can move between the two as often as you need.

If a paused run's date has already gone by when you schedule it, it sends promptly rather than never.

Building a Series

To send a sequence, such as an invitation, then a reminder, then a last call, use several runs of one blast rather than sending the same email repeatedly.

Open a run and hit Duplicate. That copies everything into a new paused run a week later, which you then rewrite. Each copy is independent from the moment it exists, so you can change the subject and body of the reminder without touching the invitation.

Before scheduling any run in a series, use Send a test on the run itself. That sends that run's exact content, including its own attachments and sender, so you are checking the email that will actually go out rather than whatever the blast happens to say right now.

Duplicate-Send Protection

If you try to send a blast with content that is byte-for-byte identical to one you have already broadcast, TrustPager will block the send and show a warning with the date and time it last went out. This is a safety net to catch accidental double-sends.

If you genuinely want to send the same email again (for example, a recurring newsletter to a fresh audience), you have two options:

A run you scheduled in advance is never blocked at its send time, because you already authorised it when you scheduled it. Sending the same email to the same people several times is rarely what you want, so if you are setting up a series, give each run its own copy.

Re-using a Blast

After a blast has been sent at least once, its status becomes Ready. Ready blasts are fully editable: you can update the content, adjust the audience, and send again whenever you like. Use this to send recurring newsletters or updated announcements to a fresh audience without starting from scratch.

You can also duplicate any blast from the list to create a separate copy with the same content and audience. Handy when you want to spin up a variant without changing the original. Duplicating a blast gives you a new blast; duplicating a run gives you another send of the same blast.

Track Results

Open any sent blast from https://app.trustpager.com/growth/email-blasts to see:

Those figures are the blast's lifetime totals across every run. Open an individual run from the Runs panel to see the same breakdown for that send alone, along with the exact email it delivered.

The recipients table below the stats shows each contact's individual delivery status, open time, and click time. Per-contact tracking, not just totals. You know exactly who read it and who didn't, so your follow-up list is right there.

The blast list also shows aggregate open rate and bounce rate across all your sent blasts at a glance.

Troubleshooting

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