Broadcast a template to multiple conversations

If you coach many clients in Clarityflow, you often need to share the same lesson, check-in, or update across a lot of private conversations—without opening each one and dropping the template by hand.

That’s what Broadcast to Conversations is for. From any message template or thread template in your Library, you can send that template into many existing conversations at once: by tag, by course, by group, or by picking conversations one by one. You review the targets first, choose when it should post, then track results in a monitor tab.

This guide walks through how broadcasting works—and when coaches typically use it in real client work.

When coaches use this:

Here are a few common situations where broadcasting fits what you’re already doing in Clarityflow:

You’ve tagged private client conversations (for example, “Q2 Cohort,” “VIP,” or “Needs follow-up”) and you want to post the same video lesson or wrap-up message into every conversation with that tag—without repeating the insert one client at a time.

A course cohort is underway and you want the same announcement or next-step message to land in each enrollee’s course conversation.
You run a coaching group or community and need the same update in every conversation that belongs to that group.
You have a short, specific list—five VIP clients who should get a personalized-looking thread template this week—and you’d rather select those conversations deliberately than rely on a broad tag.

If your goal is “post this Library template into many existing conversations I can already write in,” you’re in the right place.

What you need before you start

A message template or thread template in your Library that you can manage.
Permission to post in the conversations you want to reach (broadcast only includes conversations where you can post).
A plan that includes broadcasts (Professional and up).

Open Broadcast from your Library

Go to your Library and open the message template or thread template you want to send.
Open the template’s settings menu (the three-dot / ··· menu).
Choose Broadcast to Conversations…

A modal opens with three tabs: Create, Review, and Monitor. You’ll set things up on Create, confirm on Review, then use Monitor to check history and results for that template.

Create: choose who receives the template

On the Create tab, start by selecting an audience type.

Conversations with tag(s)

Posts the template into conversations that have one or more tags you select.

Coach example: You’ve tagged every private conversation for your spring mastermind as “Spring Mastermind.” Record a mid-cohort check-in as a message template, then broadcast it to that tag. Each client gets the message in their own conversation—without you hopping between 20 threads.

Course enrollment conversations

Select a course so the template posts to conversations for that course.

Coach example: You’re running a 6-week program and want every enrollee’s course conversation to get the same “Week 3 starts tomorrow” video. Broadcast the template to that course’s conversations in one pass.

Conversations in a group

Select a group so the template posts to conversations in that group.

Coach example: Your alumni community lives in a Clarityflow group. Share a monthly office-hours reminder as a template and broadcast it to the group’s conversations.

Select conversations

Search and pick specific conversations one by one. You’ll see participant avatars next to each title so you can confirm you’re choosing the right clients.

Coach example: You only want this message in a handful of VIP or at-risk client conversations—not everyone with a broader tag. Select those conversations deliberately, then continue.

Choose when it posts

Still on Create, choose When to post:

Option	What it does	Coach example
Immediately	Posts as soon as you confirm on Review	You just finished a live workshop and want the replay link out now
Specific date & time	Schedules one post at a date/time in your timezone	Queue Monday’s weekly tip Sunday night so it lands while you’re offline
After a delay	Waits a period (days, weeks, months, or years) from when you confirm	Confirm the broadcast now, but have it land in 3 days after a launch

When you’re ready, press Continue to Review.

Review: confirm targets before you send

The Review tab summarizes what you’re about to do:

Template — which Library template will post
Send to — tags, course, group, or selected conversations
Timing — immediate, scheduled, or delayed
Target conversations — how many conversations will receive it (click the count to preview the list)
People who will be notified - how many people may get notified (click the count to see the list)
Attached workflows — if this message template has a workflow, Review shows that those steps will run in each conversation when the message posts (for example, add a tag or send an email notification)

Press Broadcast to send (or schedule) it.

Monitor: history, cancel, and retry

Open the Monitor tab (on the same template’s broadcast modal) to see broadcasts for this template.

For each broadcast you can see:

When it was created
Who it was sent to (including the specific tags, course, or group)
Status (pending, scheduled, processing, completed, failed, cancelled)
How many conversations posted successfully—and which ones failed, if any

Before it runs

If a broadcast is still pending or scheduled, you can edit the audience/timing, cancel, or delete it.

After it runs

If some conversations failed, use Retry to re-run only the failed ones (successful posts are not duplicated).

Broadcast to Conversations lets you send one Library template into many conversations at once—by tag, course, group, or selected conversations.

Set the audience and timing on Create, confirm on Review, then track results on Monitor. Each conversation gets a normal message from you, with notifications and workflows applying as usual.