How to Create and Send Product & Service Bulk Email Messages
Send email to segments
Create templates and send bulk email notifications for all, or a segment of your clients' products based on product & service parameters that you define. These parameters include Product, Price, Status, Provision Configuration, Client parameters, and more. You can also quickly send new messages by duplicating and customizing a template.
This will send one email per order product, so if a client has more than one matching product they will receive more than one email.
If you wish to send a bulk notification to clients irrespective of products and services, there's a separate guide here.
Defining message recipients
- Log in to your Upmind account.
- Click Products & Services on the left menu.
- Select Bulk notifications.
![Bulk actions tab](https://files.readme.io/b4445e5-Screenshot_2023-04-14_at_15.13.52.png)
Bulk actions tab
- Click the Add bulk action button.
- On the new window, enter a name for this bulk action.
- Click the Segment field.
- Click an option.
Note
Choose the default option (all products & services), a segment that you already defined, or create a new segment (see below).
![e-1.png 780](https://files.readme.io/fe508f5-e-1.png)
Select or create a segment
- In this example, we select Add new segment.
![a-3.png 885](https://files.readme.io/c66f57d-a-3.png)
Create a segment
- On the next screen, enter a segment name.
- Click the SEGMENT PARAMETERS field and select an option.
![Choose a parameter](https://files.readme.io/a3255f7-Screenshot_2023-04-14_at_15.15.01.png)
Choose a parameter
- Create a rule.
- Add another rule. (optional)
- Click Create.
![Add rules](https://files.readme.io/07f7c3a-Screenshot_2023-04-14_at_15.18.09.png)
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:
- Click the field.
- Select an option.
- Modify the existing text or code snippets. (optional)
![e-3.png 1000](https://files.readme.io/7ef2f5f-e-3.png)
Modify existing text
- Click Save.
- Upmind displays the message on the Product & Services bulk actions page.
![b-1a.png 998](https://files.readme.io/469160d-b-1a.png)
Upmind saves the template
Creating a new template
Instead of using an existing template, you can create a new one.
- Click the Create template button.
![b-3.png 1802](https://files.readme.io/79559b3-b-3.png)
Create new template
- On the next screen, enter a name for the template.
- Click the field and select the recipient type that you want to notify.
![b-4.png 1713](https://files.readme.io/2db71ee-b-4.png)
Choose the recipient type to notify
- Enter text in the Subject line.
- 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:
- Scroll down the screen and click a menu tab. Each tab holds a different collection of related code snippets.
![b-5.png 925](https://files.readme.io/bd40766-b-5.png)
Click a menu tab
- Copy and paste the appropriate snippets into the Subject field or Body.
Learn more about email message template syntax.
![b-7.png 1375](https://files.readme.io/4548cff-b-7.png)
Paste code into the template
- Use HTML code to format the message.
- Click Save.
- Click Save again.
- Upmind displays the message on the Product & Services bulk actions page.
Important
Email templates are built with Twig code.
Editing a bulk message
- Go to the Product & Services bulk actions page.
- Click a bulk message.
- Change the name, segment, template, message, or code snippets as required.
- Click Save.
Deleting a bulk message
- Click the gear icon.
- Click Delete.
![b-8.png 1656](https://files.readme.io/f8162e6-b-8.png)
Delete a message
Sending bulk messages
Now that you have created a bulk notification template, the final step is to send the email.
- Go to the Product & Services bulk notifications page.
- Locate the message you want to send.
- Click Start.
![c-1.png 1766](https://files.readme.io/c83cff4-c-1.png)
Click the Start button
- On the next screen, click Start Now or Schedule for Later.
- To send the message immediately, click the Start Now button.
![c-2.png 1848](https://files.readme.io/7fffd9c-c-2.png)
Choose Start now or Schedule for later
Scheduling
To send the message on a specific day:
- Click Schedule for later.
- Select a day on the calendar.
- Click the Schedule button.
Reviewing results
Upmind displays email results on the Product & Services 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.
![d-1.png 1834](https://files.readme.io/9018b6e-d-1.png)
Upmind displays email results
Updated 8 months ago