> ## 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 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 personalised 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 customising 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](https://upmind.featurebase.app/help/articles/4709890-how-to-create-and-send-client-bulk-email-messages).

## Define message recipients

1. Log in to Upmind Admin.

2. Go to `Products & Services` in the left menu.

3. Select **Bulk Notifications**.

<Frame caption="Products & services > Bulk notifications">
  <img src="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=31688b06c88b430a8cb3687598c26851" alt="Products & services > Bulk notifications" data-og-width="676" width="676" data-og-height="654" height="654" data-path="images/fb/53e27184c5c22780.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?w=280&fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=7a01246f038a328899680c0f5cbfc50b 280w, https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?w=560&fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=79eb5bc75ada589610b53e0431ecd4c8 560w, https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?w=840&fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=325f79d38913d6ee1bb55826b70f08c6 840w, https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?w=1100&fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=66b7a48c918474ae40abada968b21a79 1100w, https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?w=1650&fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=de6abb4ffaae931c5bc13abd39684e78 1650w, https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/53e27184c5c22780.png?w=2500&fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=1c71c5483a83be8b98e8d352fd8e8047 2500w" />
</Frame>

4. Click **Add Bulk Action**.

5. Enter a name for the bulk action.

6. Click the **Segment** field to choose:

   * All products & services (default)

   * An existing segment

   * Create a new segment

<Frame caption="Choose a segment">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/b9ae4334aa3d4c62.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=834fa8fae5eafeca8ae38524b4a1dcea" alt="Choose a segment" width="1286" height="330" data-path="images/fb/b9ae4334aa3d4c62.png" />
</Frame>

## Creating a new segment

1. Select **Add New Segment**.

<Frame caption="Add new segment">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/e8cf523063f2d16f.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=c5a9a9586af33f76d0c81eb5a2af10c8" alt="Add new segment" width="1372" height="206" data-path="images/fb/e8cf523063f2d16f.png" />
</Frame>

2. Enter a segment name.

3. Set **Segment Parameters** (e.g., Product, Price, Status, Provision Configuration, Client parameters).

<Frame caption="Choose a parameter">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/f3ed8665749356c2.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=1966bdd1b0ed3b9756a1c6e0859781af" alt="Choose a parameter" width="978" height="768" data-path="images/fb/f3ed8665749356c2.png" />
</Frame>

4. Add rules to refine your segment.

5. Click **Create**.

<Frame caption="Add rules">
  <img src="https://mintcdn.com/upmind/uxzVUXAKtJ2bRWCI/images/fb/65df6c257bef2e13.png?fit=max&auto=format&n=uxzVUXAKtJ2bRWCI&q=85&s=4c0f403ff561abc36b0f8c308e912849" alt="Add rules" width="1184" height="426" data-path="images/fb/65df6c257bef2e13.png" />
</Frame>

## Attach an existing template

1. Click the template field.

2. Select a template.

3. Modify text or code snippets if needed.

<Frame caption="Modify existing text">
  <img src="https://mintcdn.com/upmind/h8h5zREaX7k8Y-3x/images/fb/15cc70b94ce35414.png?fit=max&auto=format&n=h8h5zREaX7k8Y-3x&q=85&s=a55a53415821d1100199327d7a82ca03" alt="Modify existing text" width="782" height="628" data-path="images/fb/15cc70b94ce35414.png" />
</Frame>

4. Click **Save**.

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

<Frame caption="Template saved">
  <img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/5eb4112223bd82cd.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=03a3173b337f3af7352164a2c2e9a9f6" alt="Template saved" width="846" height="398" data-path="images/fb/5eb4112223bd82cd.png" />
</Frame>

## Create a new template

1. Click **Create Template**.

<Frame caption="Create new template">
  <img src="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/9058bc39ae45c300.png?fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=475f5c4fb2b7b36f5483a07936743668" alt="Create new template" width="1262" height="302" data-path="images/fb/9058bc39ae45c300.png" />
</Frame>

2. Enter a template name.

3. Choose the recipient type.

<Frame caption="Choose the recipient type to notify">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/356ac583f7e13df0.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=eb46c7a58d8a0b89ce09e6ae5167f59e" alt="Choose the recipient type to notify" width="1222" height="422" data-path="images/fb/356ac583f7e13df0.png" />
</Frame>

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.

<Frame caption="Click menu tab">
  <img src="https://mintcdn.com/upmind/A-RwNPXmK_xnEEqe/images/fb/7798c114a69094b1.png?fit=max&auto=format&n=A-RwNPXmK_xnEEqe&q=85&s=c68b546c0850f1c3273a4042b59f7273" alt="Click menu tab" width="1224" height="356" data-path="images/fb/7798c114a69094b1.png" />
</Frame>

<Note>
  Learn more about [<u>template syntax</u>](https://upmind.featurebase.app/help/articles/5591991-how-to-format-email-templates).
</Note>

2. Copy and paste snippets into the template.

3. Use HTML for formatting.

<Frame caption="Paste the code into the template">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a3ce90ae9f4b27e8.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=0e425b6719e9da0cc5a83863debe7fb9" alt="Paste the code into the template" width="1070" height="458" data-path="images/fb/a3ce90ae9f4b27e8.png" />
</Frame>

<Note>
  Email templates are built with [<u>Twig code</u>](https://twig.symfony.com/).
</Note>

4. 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**.

<Frame caption="Delete a message">
  <img src="https://mintcdn.com/upmind/ObllJJl59DabnmMn/images/fb/c93526ad31fa21a0.png?fit=max&auto=format&n=ObllJJl59DabnmMn&q=85&s=decd8e48a847a4c02cdcb3206c915b19" alt="Delete a message" width="990" height="590" data-path="images/fb/c93526ad31fa21a0.png" />
</Frame>

## Send or schedule bulk messages

1. On the **Product & Services Bulk Actions** page.

2. Find your message.

3. Click **Start**.

<Frame caption="Click start">
  <img src="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/573b56cba5c61215.png?fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=0761e08666e423c3fda3d9fcc92099fc" alt="Click start" width="1320" height="156" data-path="images/fb/573b56cba5c61215.png" />
</Frame>

4. Choose **Start Now** to send immediately, or **Schedule for Later** to pick a date and time.

<Frame caption="Choose start now or schedule for later">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/434218c1c003f2d3.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=82eb711b8444ce2de2cb59ccd949c422" alt="Choose start now or schedule for later" width="1240" height="326" data-path="images/fb/434218c1c003f2d3.png" />
</Frame>

## 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.

<Frame caption="Email results displayed">
  <img src="https://mintcdn.com/upmind/5gi4DQpw4X76kT6T/images/fb/befa833e90652627.png?fit=max&auto=format&n=5gi4DQpw4X76kT6T&q=85&s=237fbf191bff53995f00ae8fd2b2842c" alt="Email results displayed" width="1118" height="610" data-path="images/fb/befa833e90652627.png" />
</Frame>
