How to Send Brokerage Announcements

2 min read | This article is for *Administrators*

Getting There: Admin tab → Send Announcement tool

OVERVIEW

The BrokerBay Send Announcements tool enables Brokerage Administrators to communicate important updates and news to their agents by delivering email announcements to groups of users within their brokerage platform, including entire branches, teams, groups, and selected users.

IN THIS ARTICLE

• Create a New Announcement
• Manage Announcement Recipients

Create a New Announcement

1. Click the Send Announcement tool from your Admin toolbox.
   
   
   
2. You’ll be led to the Brokerage Announcements page. Here you can view previously sent announcements, scheduled announcements, and drafts (you can re-use a previously sent announcement, or continue a saved draft).
   
   For a new announcement, click + New Announcement to start crafting your message.
   
   
   
3. In the New Announcement page enter your Subject and your content.
   
   
   

Once complete, feel free to save your draft for later or move on to the next step: Manage Recipients.

Manage Announcement Recipients

From the New Announcement page, click the Manage Recipients tab.

Create your recipient list by clicking from any of the provided options and searching where needed:

• Branches
• Teams
• Groups
• Users

Please note the options above will be limited to your admin access (ex. Branch Admins are limited to the branches they have access to and their users within them). Need a refresher on Teams and Groups? Check out Creating Teams and Groups.

Remove individual users from your recipient list using the ‘x’ button, or use the Filters to remove specific User Roles.

Once you’ve finalized your recipient list, select Send Announcement.