How to Create and Send Client Bulk Email Messages

You can create and customise email templates to send bulk notifications to all or specific client segments based on parameters like verified account status, guest client, or fraud status. Quickly duplicate templates for new messages and use this feature for announcements, marketing, or important updates. For bulk notifications about clients’ products and services, refer to the separate guide.

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Define message recipients

1. Log in to Upmind Admin.
2. Go to Clients in the left menu.
3. Select Bulk Notifications.

4. Click Add Bulk Action.
5. Enter a name for the bulk action.
6. Click the Segment field to choose:
   1. All clients (default)
   2. An existing segment
   3. Create a new segment

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Creating a new segment

1. Select Add New Segment.

2. Enter a segment name.
3. Set Segment Parameters (e.g., Verified, Guest, Fraud status).

4. Add rules to refine your segment.
5. Click Create.

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Attach an existing template

1. Click the template field.
2. Select a template.

3. Modify text or code snippets if needed.

4. Click Save.

Upmind displays the message on the Client bulk notifications page.

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Create a new template

1. Click Create Template.

2. Enter a template name.
3. Choose the recipient type.

4. Fill in the Subject and Body fields.

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Adding dynamic fields

Code snippets dynamically insert content into emails when opened by the recipient. To insert a snippet:

1. Click a menu tab to view available snippets. Each tab contains a distinct collection of related code snippets.

2. Copy and paste snippets into the template.
3. Use HTML for formatting.

4. Click Save.

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Edit bulk messages

1. Go to the Client Bulk Actions page
2. Select a message
3. Update as needed.
4. Click Save.

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Delete bulk messages

1. Click the gear icon next to the message.
2. Select Delete.

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Send or schedule bulk messages

1. On the Client Bulk Actions page
2. Find your message.
3. Click Start.

4. Choose Start Now to send immediately, or Schedule for Later to pick a date and time.

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Review results

Upmind displays email results on the Client bulk actions page. You can view delivery statistics, segment info, and template details when you click on a bulk message.