How to Create and Send Client Bulk Email Messages

Send mass emails to selected client groups

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.

Define message recipients

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

Bulk notifications

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

Choose a segment

Creating a new segment

  1. Select Add New Segment.

Add new segment

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

Segment parameters

Add rules

  1. Add rules to refine your segment.
  2. Click Create.

Attach an existing template

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

Add existing template

  1. Modify text or code snippets if needed.

Modify existing text

  1. Click Save.

Upmind displays the message on the Client bulk notifications page.

Client bulk notifications

Create a new template

  1. Click Create Template.

Create new template

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

Choose the recipient type to notify

  1. Fill in the Subject and Body fields.

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.

Click a menu tab

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Learn more about template syntax.

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

Paste the code into the template

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Email templates are built with Twig code.

  1. Click Save.

Edit bulk messages

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

Delete bulk messages

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

Delete a message

Send or schedule bulk messages

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

Click start

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

Choose start now or schedule for later

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.

Email results displayed