Broadcasts
Broadcasts let you send bulk email communications to groups of entities — ideal for tax season reminders, fee announcements, or compliance notifications.
Creating a Broadcast
- Navigate to Smart Inbox → Broadcasts tab
- Click + New Broadcast
- Configure:
| Field | Description |
|---|---|
| Subject | Email subject line |
| Template | Select an email template or compose from scratch |
| Recipients | Select entities manually, by group, or by filter |
| Scheduled Send | Send now or schedule for later |
- Preview the email with merge fields filled in
- Click Send or Schedule
Recipient Selection
Manual Selection
Check individual entities from the entity list.
By Filter
Filter entities and select all matching:
- Entity type (Pty Ltd, CC, Trust, etc.)
- Year-end month
- Account manager
- Compliance status
By Group
Select an entity group to send to all members.
Merge Fields
Broadcasts support merge fields that personalise each email:
| Field | Inserts |
|---|---|
{{entity_name}} | Entity registered name |
{{contact_name}} | Primary contact person |
{{contact_email}} | Primary email address |
{{year_end}} | Financial year-end month |
{{account_manager}} | Assigned account manager name |
Tracking
After sending, the broadcast shows:
- Sent count — how many emails were sent
- Open rate — percentage opened (if tracking enabled)
- Bounce count — failed deliveries
- Send date/time
Common Use Cases
| Use Case | Example |
|---|---|
| Tax season | "2026 ITR12 filing season opens July — please prepare your documents" |
| Fee increase | "Annual fee adjustment effective 1 March 2026" |
| CIPC reminders | "Your CIPC annual return is due within 30 days" |
| Holiday hours | "Our offices will be closed 16-26 December" |