How to Create and Send Client Bulk Email Messages

Send email to segments

Create templates and send bulk email messages to all, or a segment, of your clients based on parameters that you define. These parameters include Verified account, Guest client, Fraud status, and more. You can also quickly send new messages by duplicating and customising a template.

Defining message recipients

  1. Log in to your Upmind account.
  2. Click Clients on the left menu.
  3. Select Bulk actions.
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Bulk actions tab

  1. Click the Add bulk action button.
  2. On the new window, enter a name for this bulk action.
  3. Click the Segment field.
  4. Click an option.

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Choose the default option (all clients), a segment that you already defined, or create a new segment (see below).

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Select or create a segment

  • In this example, we select Add new segment.
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Create a segment

  1. On the next screen, enter a segment name.
  2. Click the SEGMENT PARAMETERS field and select an option.
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Choose a parameter

  1. Create a rule.
  2. Add another rule. (optional)
  3. Click Create.
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Add rules

Adding a template

The next step is to attach an existing template to the bulk message or create a new template.

To attach an existing template:

  1. Click the field.
  2. Select an option.
  3. Modify the existing text or code snippets. (optional)
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Modify existing text

  1. Click Save.
  • Upmind displays the message on the Client bulk actions page.
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Upmind saves the template

Creating a new template

Instead of using an existing template, you can create a new one.

  1. Click the Create template button.
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Create new template

  1. On the next screen, enter a name for the template.
  2. Click the field and select the segment that you want to notify.
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Choose the segment to notify

  1. Enter text in the Subject line.
  2. Enter a message in the Body.

Adding dynamic fields

Code snippets insert dynamic content into the message when a receiver opens the email message.

To insert a snippet:

  1. Scroll down the screen and click a menu tab. Each tab holds a different collection of related code snippets.
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Click a menu tab

  1. Copy and paste the appropriate snippets into the Subject field or Body.

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Learn more about email message template syntax.

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Paste code into template

  1. Use HTML code to format the message.
  2. Click Save.
  3. Click Save again.
  • Upmind displays the message on the Client bulk actions page.

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Email templates are built with Twig code.

Editing a bulk message

  1. Go to the Client bulk actions page.
  2. Click a bulk message.
  3. Change the name, segment, template, message or code snippets as required.
  4. Click Save.

Deleting a bulk message

  1. Click the gear icon.
  2. Click Delete.
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Delete a message

Sending bulk messages

Now that you have created a bulk message, the final step is to send the email.

  1. Go to the Client bulk actions page.
  2. Locate the message you want to send.
  3. Click Start.
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Click the Start button

  1. On the next screen, click Start now or Schedule for later.
  • To send the message immediately, click the Start Now button.
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Choose Start now or Schedule for later

Scheduling

To send the message on a specific day:

  1. Click Schedule for later.
  2. Select a day on the calendar.
  3. Click the Schedule button.

Reviewing results

Upmind displays email results on the Client bulk actions page.

  • Click a bulk message to review the details. You can see the segment name, template name, the original message, and delivery statistics.
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Upmind displays email results