Ad-hoc mass emails to a filtered set of clients with per-client Liquid token rendering. Provides draft CRUD, a pre-send resolved recipient list with skip warnings (missing contacts, email contact preference), per-client preview, test send to the current user, async sending with progress counters, a per-client delivery log, and cancellation. Recipient selection combines client filters with hand-picked additions and exclusions; recipients are resolved from client contact types, user types (manager/partner/associate/service manager), and static addresses — the same configuration shape as SendEmail workflow steps.

Summarise Broadcast Audience

POST /tenants/{tenant}/email-broadcasts/audience-summary

Evaluates a client selection (saved view or inline filter, plus additions and exclusions) and returns how many clients it resolves to and how many of those have not opted in to email contact. When a To-recipient configuration is included, also counts clients with no resolvable email address. Read-only — used by the wizard before a draft exists.

Parameters

Name	Type	Description
tenant*	path string	The Tenant.Code
The Tenant.Code

Request Body*

EmailBroadcastAudienceRequest

{
  "savedViewCode": "string",
  "filter": {
    "managerCodes": [
      "..."
    ],
    "partnerCodes": [
      "..."
    ],
    "associateCodes": [
      "..."
    ],
    "statuses": [
      "..."
    ],
    "types": [
      "..."
    ]
  },
  "excludedClientCodes": [
    "string"
  ],
  "additionalClientCodes": [
    "string"
  ],
  "allContacts": false
}

Responses

200 OK

EmailBroadcastAudienceSummaryDto

400 Bad Request

401 Unauthorized – Invalid or missing API key