> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create and Send Client Bulk Email Messages
> Save time by reusing templates or creating new ones.
You can create and customise email templates to send bulk notifications to all or specific client segments based on parameters like verified account status, guest client, or [fraud status](https://docs.upmind.com/setup-and-configuration/orders-services/fraudmindtm-fraud-prevention-and-security).
Quickly duplicate templates for new messages and use this feature for announcements, marketing, or important updates. For bulk notifications about clients' products and services, refer to the separate [guide](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-create-and-send-product-and-service-bulk-email).
## **Define message recipients**
1. Log in to Upmind Admin.
2. Go to **Clients** in the left menu.
3. Select **Bulk Notifications**.
4. Click **Add Bulk Action**.
5. Enter a name for the bulk action.
6. Click the **Segment** field to choose:
1. All clients (default)
2. An existing segment
3. Create a new segment
## **Creating a new segment**
1. Select **Add New Segment**.
2. Enter a segment name.
3. Set **Segment Parameters** (e.g., Verified, Guest, Fraud status).
4. Add rules to refine your segment.
5. Click **Create**.
## **Attach an existing template**
1. Click the template field.
2. Select a template.
3. Modify text or code snippets if needed.
4. Click **Save**.
Upmind displays the message on the `Client bulk notifications` page.
## **Create a new template**
1. Click **Create Template**.
2. Enter a template name.
3. Choose the recipient type.
4. 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.
Learn more about [template syntax](https://upmind.featurebase.app/help/articles/5591991-how-to-format-email-templates).
2. Copy and paste snippets into the template.
3. Use HTML for formatting.
Email templates are built with [Twig code](https://twig.symfony.com/).
4. Click **Save**.
## **Edit bulk messages**
1. Go to the **Client 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**.
## **Send or schedule bulk messages**
1. On the **Client Bulk Actions** page
2. Find your message.
3. Click **Start**.
4. Choose **Start Now** to send immediately, or **Schedule for Later** to pick a date and time.
## **Review results**
Upmind displays email results on the `Client bulk actions` page. You can view delivery statistics, segment info, and template details when you click on a bulk message.
