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How do I create a bulk physical send?

This article guides you through the process of sending gifts or items to a large group of recipients at once using the bulk send feature.

Step 1: Prepare Your CSV File

Before you begin, you must enter your recipient information into a CSV file. This file must be formatted correctly to ensure a successful upload.

  • Get the Template: You can obtain the required CSV template in one of two ways:

    • Download it directly using this link: IEX Bulk Sends - TEMPLATE

    • Download it during the creation process (Step 2, item 5 below) in the File uploader section by clicking Download Example.1-2

  • Add Recipient Data: Open the template and carefully fill in the information for each recipient.

  • Save the File: Once all data is entered, save the document in CSV (Comma-Separated Values) format.

Data requested in the CSV file:

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 Yes The primary street address (e.g., 123 Main Street).
Address 2   The secondary address information, such as an apartment, unit, or suite number (e.g., Apt 4B, Suite 100).
City Yes The city name.
State/Region Yes Not required in most international shipments but it is required in the US and Canada.
Zip Yes Required for all shipments except Hong Kong.
Country Yes Name of the country.
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 for the warehouse team.

 

Step 2: Create the Bulk Send in the Portal

With your CSV file ready, navigate to the IEX Portal to begin the bulk send process.

  1. Click Create a Bulk Send.2-2

  2. Select your preferred gift option:

    1. Custom Send.

    2. Choose a pre-existing Campaign.

    3. Select Pick your gift! to select two or more campaigns.3-2

  3. From the Template style dropdown menu, select the email template you wish to use.

    1. Click Continue.4-2

  4. In the Upload CSV file section, either click to browse for your file or drag and drop your prepared CSV file into the designated area.5-2

  5. (Optional) Before finalizing, you can configure additional settings:

    • Expiration date: Set a date when the gift offer will expire.

    • Business reason: Assign a reason for the send for tracking purposes.

    • Shipping option: Select the desired shipping method.

  6. Once all settings are configured, click Create Sends.6-2

 

Step 3: Review the Outcome

After you click Create Sends, the system will process your file.

  • Successful Sends: A blue banner will appear at the bottom of the screen confirming the total number of successful sends.

  • Sending Errors: If there were any issues with specific recipients, an error file will be generated. A link to download this CSV file will appear in the top-right corner of the Upload CSV file section.

    • The last column of this file will contain a description of the error for each failed entry, allowing you to correct the data and try again.

 

Need Help?

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