How to Create and Send Product & Service Bulk Email Messages

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.

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

Creating a new segment

1. Select Add New Segment.

2. Enter a segment name.

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

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 Product & Services bulk actions 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.

2. Copy and paste snippets into the template.

3. Use HTML for formatting.

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.

Send or schedule bulk messages

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