Bulk sending allows you to easily send one document to many recipients all at the same time, where each recipient receives their own unique individual copy. You can upload recipients using a formatted .csv file, or you can add your recipients manually one at a time.
Though the ability to send hundreds of documents at the same time can be a powerful tool for organisations, it is important to understand how the feature works and to test your data with a small sample size before committing to a full send.
To start a new bulk send, you will need to have an existing template ready in your account. Templates used for bulk sending generally don’t have anything unique about them, though we recommend using short and simple names for your roles as this will make your .csv file generation as easy as possible.
When your template is ready:
If you would rather add your recipients one-by-one than spend the time formatting a .csv file, you can do so by clicking Add recipients manually. This will remove the upload file form and display a single row for each recipient your bulk send will be sent to.
Depending on what additional recipient fields have been set up on your template, for example: a private message or a redirect path, these fields will be shown with each row. Each recipient must still be given a first name, last name and email address before your list will be accepted.
As you start entering the information for your recipients, automatic validations will begin highlighting each row with a red border when one of the mandatory fields has not been completed.
Before proceeding with this section, it is expected that you have a basic understanding on how .csv files work. To learn how .csv files work we recommend reading this article.
To get started with a new .csv file, we recommend downloading the .csv template by clicking the link underneath the file upload form. This file will be customised based on the fields that have been set up on your template, meaning you can merge the data cells from an existing spreadsheet to the provided columns knowing your file will be formatted correctly.
The generated .csv template file will show each field for a recipient under the Role::Field header. In the example below, we have a Buyer and a Seller role which produces the following headers:
Above the recipients section of a bulk send, there are multiple document fields that will be inherited from what has been set up on the template. These document fields will be applied to every single recipient that you add to your bulk send.