How to Create and Send Product & Service Bulk Email Messages

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 customising 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

1. Log in to your Upmind account.
2. Click Products & Services 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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Choose the default option (all products & services), 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 Product & Services 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 Product & Services bulk actions page.

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Email templates are built with Twig code.

Editing a bulk message

1. Go to the Product & Services 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 notification template, the final step is to send the email.

1. Go to the Product & Services bulk notifications 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 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.