How to Create and Send Product & Service Bulk Email Messages

Notify customers about product or service changes in bulk

Product & Service Bulk Email Messaging enables you to create templates and send personalized bulk email notifications to clients based on defined product and service parameters (e.g., product, price, status, client parameters).

You can quickly send new messages by duplicating and customizing templates. Note that each matching product generates a separate email, so clients with multiple products may receive multiple messages.

For bulk notifications unrelated to products or services, see this separate guide.

Define message recipients

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

Products & services > Bulk notifications

  1. Click Add Bulk Action.
  2. Enter a name for the bulk action.
  3. Click the Segment field to choose:
    1. All products & services (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., Product, Price, Status, Provision Configuration, Client parameters).

Choose a parameter

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

Add rules

Attach an existing template

  1. Click the template field.
  2. Select a template.
  3. Modify text or code snippets if needed.

Modify existing text

  1. Click Save.

Upmind displays the message on the Product & Services bulk actions page.

Template saved

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 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 Product & Services 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 Product & Services 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 Product & Services bulk actions page. You can view delivery statistics, segment info, and template details when you click on a bulk message.

Email results displayed