Broadcasts: SMS & Email Campaigns

What Broadcasts is for

The Broadcasts page is where you send SMS and email campaigns to groups of patients — appointment promotions, clinic announcements, or newsletters. It has two tabs: Compose, where you build and send a new broadcast, and Sent broadcasts, a history of everything you've sent.

What you'll learn

How the Compose wizard's four steps work
How to choose your audience and refine it into groups
How to write the email and SMS message content
How to review and send a broadcast
How to check your Sent broadcasts history
How one-off messages from a patient record differ from a broadcast

The Broadcasts page with the Compose tab active, showing the four-step wizard (Audience, Groups, Message, Review & send) and the Sent broadcasts tab alongside it.

The Compose wizard

Compose walks you through building a broadcast in four steps: Audience, Groups, Message, and Review & send. These are steps within the Compose tab, not separate pages — you move forward and back through them until you're ready to send.

Step 1: Audience

Choose who should receive the broadcast — for example, all patients, or patients matching a specific tag or segment. This selection determines the total pool the broadcast can reach.

Step 2: Groups

Refine your audience into sub-groups if you need finer targeting than the audience step alone provides. This is where you narrow a broad audience down before writing the message.

Step 3: Message

Compose the content of your broadcast. For email, you write a subject line and a body using the rich editor, which supports placeholders that get filled in per recipient. For SMS, you write the text message body.

Generate with AI is available here A <strong>Generate with AI</strong> button is available for the email subject, email body, and SMS body. The draft it produces is based on the audience and groups you've already selected in the earlier steps, so the suggested content reflects who you're actually sending to. You can edit anything AI generates before sending, and composing a message manually works the same as always if you'd rather not use it.

Step 4: Review & send

Review your audience, groups, and message content one more time before sending. Once you confirm, the broadcast goes out to everyone in the selected audience.

Sending is final Once you send a broadcast, it goes out immediately to the full audience you selected. Double-check the audience and message content on the review step before confirming.

Sent broadcasts

The Sent broadcasts tab lists every broadcast you've sent, so you can review what went out, to whom, and when.

The Sent broadcasts tab, showing a history list of past broadcasts with their audience and send date.

Sending a one-off message

Not every message needs to be a broadcast. When you send a single message to one patient — for example, from their patient record — ClinyPal uses an Email modal or SMS modal instead. These modals share the same style of message composer as the broadcast wizard's Message step, but they send immediately to one recipient and aren't part of a campaign, audience, or Sent broadcasts history.