How do I create a bulk physical send?
You can make a copy of the template to edit in Google Sheets or download it but you will always need to upload it into the IEX Platform in a CSV format.
To help you fill out the template, here is the description of each column and how they would be filled out:
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Click on “Create Bulk Send”
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Pick your send
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Choose a note card template or type in your message and click on “Continue” You may also Skip this Step if you do not have a note card in your chosen send
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If you wish to send the links directly from the portal, you may choose a template or edit your email message and click on Continue. If you wish to send the links outside the portal, you may click on Skip this Step
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Upload your .csv file
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Click on “Create Sends”
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If you skip the email step, you must send those links directly to the recipients. You can get the links for all engagements by following the steps outlined in this article: How do I download my delivery report?
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After your recipients fill out their addresses, they just have to click on “Confirm” and it will automatically be updated and sent into a new order.
If you have any further questions, please feel free to contact us at support@imprintengine.com
