Broadcast Client Workspace Setup (Onboarding)

Broadcast Client Workspace Setup (Onboarding)

1. 01

   Confirm the license tier before touching the server

   A Regular License at $150 one-time covers one production server, so a second client install needs the Extended License at $1000 one-time, which permits installation on up to 25 servers and explicitly allows client installations. Log the tier against the client name in your delivery tracker so nobody provisions past the cap.

2. 02

   Provision a client-dedicated Ubuntu server and point DNS at it

   Broadcast runs on Ubuntu, so each retainer client gets its own instance rather than a shared install. Create the A record for the sending subdomain and reserve a separate domain or subdomain for the platform itself so a deliverability problem on one client never touches another.

3. 03

   Publish SPF, DKIM, and DMARC records before the first send

   Authentication is a prerequisite for the Amazon SES, Mailgun, Postmark, or SendGrid connection that will carry the mail. Verify each record resolves, then confirm the sending domain shows as authenticated inside Broadcast before you build anything else.

4. 04

   Wire the sending provider and run a test send

   Connect Broadcast to the client's chosen provider through the integration settings and verify the API credentials. Fire one transactional test through the RESTful API and one bulk campaign to a seed inbox, then check that opens, clicks, and bounces register in the tracking view.

5. 05

   Create the client channel and import the subscriber list

   Broadcast separates brands by channel, so the client gets their own channel rather than a folder inside yours. Import the opted-in list, confirm the GDPR consent fields carried across, and reconcile the imported count against the client's source list before anyone sends.

6. 06

   Build branded templates in the drag-and-drop editor

   Recreate the client's visual identity once, save it as the channel default, and lock the layout so future campaigns inherit it. This is the step that makes the $640/mo Starter Email Setup offer repeatable instead of a rebuild every month.

7. 07

   Configure the automation sequences against the customer lifecycle

   Three sequences is the standard Starter build: a welcome flow, a nurture or re-engagement flow, and a post-purchase or booking flow. Map each trigger to a real event in the client's business, not a generic delay, and test the entry conditions with a live subscriber record.

8. 08

   Hand the client a read-only reporting view and schedule the monthly check

   Give the client access to campaign results without admin rights over sending settings. Book the recurring deliverability review into the retainer calendar so bounce and complaint trends get read by a person, not discovered after a domain reputation problem.