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.