Before you create your Bulk Send, you need to have created a suitable Template first. If you need to create a new one, click here to follow our help guide on how to create a Simple Document Template.
Now go to the Bulk Send. You will find this on the menu to the left of your screen;
NB. If you do not have Bulk Send on your menu, please contact us at elaine@quoteonsite so we can adjust your company settings.
Next you need to name your Bulk Send. This information needs to describe the job you are doing. E.g. Christmas Job Advert, New Client Spaces March 2024 etc. In the example below, I have used 'Elaine's Bulk Send.
You then need to complete all the other labels which further describes the Bulk Send you are setting up.
NB. All of these are required fields;
Send Label - this describes document you are sending e.g. Spring 2025 50% Off Floor Cleaning
Choose Template - Select the template you have already created that you want to use for your Bulk Send.
Select a status - every document you send will run through a series of statuses. Select the correct status you need your Bulk Send to land on once it has been sent. In most cases, 'Sent' will be the most appropriate.
Responsible User - this needs to set to the person who you need to receive tracking notifications.
Next, create the message for the accompany email. This email goes to every contact you have selected.
NB. Use placeholders eg. {{forename}} to personalise each email;
Next, search for the contacts that you need to Bulk Send to;
NB. Click Search to view all your contacts.
Now add each contact.
You are now ready to Publish. You can do this immediately, or schedule the send;
Once published, your Bulk Send will display on the Bulk Send screen as Published;
Click on the name, you will be taken to an information screen about that 'send' displaying tracking information;
Here you can see whats been opened and clicked as well as any messages your contacts might have sent back to you. The 'Score' is an indication of how often they interacted with you document.