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.
Bulk actions tabBulk actions tab

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).

Select or create a segmentSelect or create a segment

Select or create a segment

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

Create a segment

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

Choose a parameter

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

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)
Modify existing textModify existing text

Modify existing text

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

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.
Create new templateCreate new template

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.
Choose the segment to notifyChoose the segment to notify

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.
Click a menu tabClick a menu tab

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.

Paste code into templatePaste code into template

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.
Delete a messageDelete a message

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.
Click the Start buttonClick the Start button

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.
Choose Start now or Schedule for laterChoose Start now or Schedule for later

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.
Upmind displays email resultsUpmind displays email results

Upmind displays email results


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