How to Create and Send Client Bulk Email Messages

Create templates and send bulk email notifications to all, or a segment of your clients based on client 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 customizing a template.

If you wish to send a bulk notification for clients' products & services, there's a separate guide here.

Defining message recipients

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

4. Click the Add bulk action button.
5. On the new window, enter a name for this bulk action.
6. Click the Segment field.
7. Click an option.

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Note:

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

• In this example, we select Add new segment.

8. On the next screen, enter a segment name.
9. Click the SEGMENT PARAMETERS field and select an option.

10. Create a rule.
11. Add another rule. (optional)
12. Click Create.

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)

4. Click Save.

• Upmind displays the message on the Client bulk actions page.

Creating a new template

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

1. Click the Create template button.

2. On the next screen, enter a name for the template.
3. Click the field and select the recipient type that you want to notify.

4. Enter text in the Subject line.
5. 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.

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

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Learn more about email message template syntax.

3. Use HTML code to format the message.
4. Click Save.
5. 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.

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.

4. On the next screen, click Start Now or Schedule for Later.

• To send the message immediately, click the Start Now button.

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.