For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/send-a-broadcast.md.
  • English

      • Send a broadcast

      A broadcast sends the same message to every contact in a list or a segment, by email, WhatsApp, SMS or voice. To reach a tag, first create a segment with that tag's rule and send to it.

      Before you start

      • Role: any workspace member can create and send a broadcast. Only creating a new list or segment to build the audience is blocked for guest and attendant without the coordinator subrole — those roles can still send to lists and segments that already exist.
      • Plan and credits: every send consumes channel credits. For email, SMS and voice, an insufficient balance refuses the send immediately (402); on WhatsApp the balance is checked at the moment of the charge.
      • A connected channel: the broadcast's channel must be set up. See connect WhatsApp and email domain.

      Steps

      1. Open Messaging and create a new broadcast, choosing the channel (email, WhatsApp, SMS or voice).
      2. Write the message. For email, fill in the subject and signature too.
        • The email creation screen shows a preview of the content next to the send settings. Click Click to edit (appears when you hover the preview) to open the full visual editor, with the Layers, Blocks and Style panels — clicking elsewhere on the preview does not open the editor. To see exactly how the email will look for the recipient without leaving the settings screen, use View full email.
        • The top-left corner of the editor's toolbar shows Saving... while your edits are syncing and All saved once they're done — this only confirms the content synced on screen, not that the broadcast was saved on the server. Click Confirm to leave the visual editor and return to the send settings; the real save only happens in step 6, with Save draft or the send itself.
        • To set a link on a button or piece of text, click it and use the link/button control that appears. Clicking the shown link to change the destination automatically opens the Propriedades tab (right-hand panel) already with the options — a checkout link (from an offer), a page (a project page), a redirect (one of the redirects configured in Domains), or a custom URL (paste any other link).
      3. In recipients, open the selector and choose the audience from the lists tab (static groups) or the segments tab (dynamic groups) — you can combine both. The difference is in list vs segment.
        • Alternatively, start straight from a list or segment using the create-broadcast button on that group's own page.
      4. Check the recipient count and the estimated cost in credits. Only contacts valid for that channel are charged and sent to.
      5. (Optional) Schedule it for a future date and time, or adjust batch sending (how many per cycle and the interval between cycles). Without adjustment the server applies the default batch — a send never goes out in one burst.
      6. Confirm the send, or save it as a draft to send later. Sending cannot be undone.

      Once sent, follow deliveries, opens and clicks on the broadcast's page. A broadcast in progress can be cancelled; batches not yet sent are stopped.

      If it didn't work

      • The send was refused for balance: email, SMS and voice return 402 when credits do not cover the audience.
      • The WhatsApp number is blocked: Meta can ban the number and stop the send. See the Meta sending limit (Portuguese).
      • You cannot create the audience list or segment: your role is guest, or attendant without coordinator. Use an existing group, or see no permission.