Red Beard University

How to save a broadcast so other people can look at it

When you create a broadcast through Marketing -> Email Broadcasts -> Send A Broadcast, only you will be able to see the broadcast.

To make it so other people can see the broadcast before it goes out, you can do two things.

1. Send A Test- located at the bottom of the email broadcast builder, choose the appropriate email and then click Send Test to send the email to that person.


2. Save as Template- send the email broadcast just to yourself. After you send it, the completion page will give you the option to “Save this batch as a new email template.” Click this, name it, and share that name with the Infusionsoft user you want to see your email.


Brian Keith

Infusionsoft Certified Consultant and Principal at Red Beard Consulting.