> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Broadcast Campaigns

### How Does a Broadcast Campaign work?

The Conversive campaign feature allows marketers to send bulk marketing messages to leads, contacts, and customers. It enables personalized, large-scale outreach, segmented targeting, and automated scheduling. Marketers can create multi-step campaigns and track real-time performance analytics. The feature also ensures compliance with opt-out regulations, making managing preferences and customer consent easy.

> This feature is available for users who are in marketer plans and professional Plans

## **Steps:**

### **Step 1:** Navigate to the Campaigns

![](https://media.trainn.co/beconversive/article_images/F4uNwM4pzVeQE2HJ1aX9jA.png?Expires=1771937123\&Signature=HXTo-xZHCeMeNGhpJv-dKUv992ljGqPE5j~dmIqWdQjNkGA9YA0nOkrW2c283cmKo7IU2j2KfEeqKmiLVOsnRWQK8Djcu03~BBHYHrSSusdWjm0cASE6LiUyhaxi7ZeaqdRiK4kIJByYURMxBEJDa7y53fY21kKMy55M6pnx1msOdZDbHos1kCEcWkjAr2FUDhzjbI41CyGzfF59qq67iraboXenHsC5lgPOG8GhWA6PXBJZ2uLUCK0r47pHaT-JhxSCBIJ-d4ZTzxjfFUAs9k7gLy1qKIxoaZ060AAOMIejzP3Ox6bV5v6i69xf3Xw1zGqeeSALIH1nhIqjM0eZhw__\&Key-Pair-Id=K1HNJ3N9MZY0EV "F4uNwM4pzVeQE2HJ1aX9jA")

### **Step 2:** Click on Create New Campaign

* **Provide a name for your campaign.**
* **Provide description (Optional)**
* **Select the channel**
* **Select the Sender ID**
* **Select the Broadcast as the campaign type.**

![](https://media.trainn.co/beconversive/article_images/469X67JdABJYQpR3xur9bg.png?Expires=1771937123\&Signature=HbXE4gkAQ6UwBkwyED8kwIHTaMQOsp~SkTQfOXCrjdENcuvXOIDe0HZuynpbuMq4Iowc1nTobHXtuxGOnuarqLZjiJjdxpofXeVSESfWYXcO~GRw0-6vE-SkT9V0vZCZBY2HkcUj3vKM4GijLAKPB5aNB0ZSJqGbHpOzCVF-FzYaQmvUowMeP8YEjr77LWI9jyyDIsdxY8SQAaqGcqUGKLgewfwLBPDWBcGCE07T8WFks0iNuHDAPQoDoVBUz4c~-u9SD-h1ciZnHa0bhCUMS~jSId3JZna-EueEwl4R0EzAFtwqa17B-~Z2uVbR-hZ6TdOQ1OcRys2Ga8E8qMRQ5A__\&Key-Pair-Id=K1HNJ3N9MZY0EV "469X67JdABJYQpR3xur9bg")

### **Step 3:** Select the Recipients

You can select the recipient from different sources, upload a CSV, and run your campaigns.

Here are the reference documents for using different sources to send a campaign.

![](https://media.trainn.co/beconversive/article_images/DatvryvGSPnJCIQEJrIFGA.png?Expires=1771937123\&Signature=yH7u7ri7TLvqvEM8-lOCG4L~-8ePHPhSMFRszET~K5SbYC4KzqFXvq1ODMLvemiyNwUUn6zl3KwdFEYBIA3i0wRV5B1v0djPXGJknxX~y9trHdoaJ1I9CBEhyVhM-oW7~J4g~aqHyIjGa5bdT-uWsm2ZoKibRreZva6keHHNT1EOkb980zNT47-St9uV7ryP3IzPUPEUR43xklCjh90sgAKdJcdN0X4NTvAreqzvpyavED3643V~IWy2jLc6a6muJOQKma-eVMDqPUEcTMJ5Fs7bLtLD3MERxrRCgIFDtmkIFXMi8qbN5aO7FhbidVKknoMGd4kA2NlSeDdpeNvuZg__\&Key-Pair-Id=K1HNJ3N9MZY0EV "DatvryvGSPnJCIQEJrIFGA")

### Step 4: Select the template

You can see the message preview here in the message text box.

![](https://media.trainn.co/beconversive/article_images/OfCyO986L1k51ZEqkMkWKg.png?Expires=1771937123\&Signature=EZQG7NSRbzlJ0wNRnLCpIswhUnn7Ypjn0Almd8iFjluCu-tTlG9Bn2bLdgIfZefdttnHZFmCvrynm0dCaenJOVfGyI6KlR8GDPlf-5B7HsBHEgfHT8kHTOT~hiLdyBkhXX1vZmSWUVnWgq6eI7WxW4AHgCQ8O4lZ5-vfcKtByaBVfP2qlLmDFtEkwNnWgQK1YW1eE9Uoep4Qjzim7PsGnZbZoP6WxRw0xDYWibH7~vRYIGMeh7t4vrjQpQ5HevTF-xk0qt8UDjJtDsSxCfbr2havQagI0RqNiK6EqpyJFuFCjkMUky~gdndSmpw~4AeuWf0FB66wuGAoE36Kg0-3Og__\&Key-Pair-Id=K1HNJ3N9MZY0EV "OfCyO986L1k51ZEqkMkWKg")

### Step 5: Test your messages before sending out the campaign

![](https://media.trainn.co/beconversive/article_images/aOewAtkmFN1KUaQQvgJLyQ.png?Expires=1771937123\&Signature=aWuYKaxOfAnURZg-jSTqPsH2xnTVIav7gs29FDOtIUWb0t7jNwmnY50EXWWRbAiqEj-hhGX74bUS-H-RrzVox19~kknEdyJytOiJD63oTZaiJkQWQkN9E9Y55CBrDH8ucutMmDgAPwWRFzlqRMi49EE9UFoNEFr1c7U-yMDQxRFWfka18Re2mOC32-ZPMabYLU1y-2eNGvs9rruh1C-ZxofphspOnWgT4xqKAhufBcUOIEk8LKL~9v1du7e7WOo7UtcMbso9Ykm0wZh4svzxYrwH-1UUE9bpCAjYrMTX3MD8Rg2~ANB-G5-eVFT5KwLYZMmsNwmt7V0K~BgLQ5iZNw__\&Key-Pair-Id=K1HNJ3N9MZY0EV "aOewAtkmFN1KUaQQvgJLyQ")

### Step 6: Send you the campaign with the required configurations

Select the compliance setting to send to all or opt-in users only.

We have two types of options in the broadcast

1. **Send Now -> The campaign will shoot the selected recipients immediately.**
2. **Schedule for future -> You can schedule it for a particular date and time in the future.**

You can send out the campaign.

![](https://media.trainn.co/beconversive/article_images/70PX8OmPHmnbMxa0tavGIw.png?Expires=1771937123\&Signature=dD8diLCb54LGtGT7CPw82R-sxn5fHdLSrCe4G2KNcT7151JjCLJFqPH06Bm315Ot8DV2K5SzajD-xJoaH2cv0Bw98lnTZmGyRAft01pi3-Whnuz9Qa~XfR-rosrhBNX9NvZpBlyRazlUis2Gh3Atq7vUq~a6k1PPVrlfs6pt4AN8L2IC-vMWlQPNu8AC81u9EGAGwfa7W~Rm-7SeZRmmB15b5RZHWu96VRgMHhzeIXdwO9GuanFWKzBsWC6Ye9ne-C64tbe8tCBo06eQcUgi3Ybj0qGRptAOWad47~vklj-NrzlD2k9zMDWCNUUazQ0jExVDphG3ThmdgDuPdFvUkA__\&Key-Pair-Id=K1HNJ3N9MZY0EV "70PX8OmPHmnbMxa0tavGIw")

### Campaign details

The campaign details offer a comprehensive overview of your campaign, allowing you to access all relevant information about it.

![](https://media.trainn.co/beconversive/article_images/6qV0OkjJtqalaeG3UFkQBw.png?Expires=1771937123\&Signature=qxqJCaTEob3gB6oQgjYDuUByb4d0p-w2AdxD5ZKp4NIvGL7lUvYBNNgiDa3MHnMwsM4FXwWmimHwj5SH5FATzSvqgfyEOl5-JY8FHd9BTwD2ugsj89c9gS4qVhLaehUQSJ9p8hdNHoc3vGsOuJJdGUm7C9tsWtQO74QPoCc5lP2SkC1jG6HIpRD1YV~Fg2Y3kSzrCiUffkO3WQA4FIb9g6UdCCUKZDf8GWObSguRdKu65IQR9PmaxQQLdaFFJ1t5wOSzDmXVy2c07fU0US6PXJaHIOrVvvS-61XqRy2bD7xSf-xjecaDEOCfVUqwc3AjjVFf1-6M3w~BeKz2Eb3PMQ__\&Key-Pair-Id=K1HNJ3N9MZY0EV "6qV0OkjJtqalaeG3UFkQBw")

### **Best Practices:**

* Test out your message template text before sending it to the user.
* Try to send out campaigns to opted-in users for a high delivery success rate.

###