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How do I create a bulk digital send?

This article guides you through creating and distributing a bulk digital send, such as an e-gift card or a digital experience, to many recipients at once.

Step 1: Prepare Your CSV File

The first step is to prepare a CSV (Comma-Separated Values) file containing your recipients' information. The file must match the required column format for a successful upload.

  1. Download the Template:

  2. Add Recipient Data:

    • Open the template and fill it out with your recipient information. The table below details the required columns.

    • Note: For a digital send, a Recipient Email is typically essential for delivery. At least one identifying field (First Name and Last Name, or Recipient Email) is required.

Column Name

Required

(Yes/No)

Description
Sender Email* Yes The email of your user to send on behalf of.
First Name* Yes Recipient's first name.
Last Name* Yes Recipient's first name.
Company No It is not required if you're sending to a home address but if you're sending to an office location it greatly increases deliverability.
Address 1 No N/A for digital sends.
Address 2 No N/A for digital sends.
City No N/A for digital sends.
State/Region No N/A for digital sends.
Zip No N/A for digital sends.
Country No N/A for digital sends.
Recipient Phone* Yes Phone highly recommended for improving deliverability. Must have for international shipments, as the users can get contacted by customs. If none is provided, we'll add the sender's number.
Recipient Email* Yes An email is required for the recipient to receive her/his Claim Link.
Internal Notes No Recommended for additional instructions.

 

3. Save the File:

    • Once complete, save or download your document as a .csv file.

 

Step 2: Create the Send in the IEX Portal

With your CSV file ready, you can now create the bulk send.

  1. Log in to the IEX Portal.

  2. Click on Create Bulk Send.2-2

  3. Select your Digital Send item.Knowledge Base-Sep-26-2025-09-37-17-6665-PM

  4. Note: You may Skip this Step if your chosen send does not include a note card.
    1. Choose a note card template or type your message, then click Continue.
  5. Upload your prepared .csv file.5-2
  6. Click Create Sends to generate the unique digital gift links.6-2

Need Help?

If you have any questions or need further assistance, please contact our support team at support@imprintengine.com