Triggering Emails Through Excel Uploads

Triggering Emails Through Excel Uploads

The system offers a straightforward way for users to trigger personalized Emails by uploading customer data via Excel sheets. This feature is particularly beneficial for small businesses that lack access to third-party API systems. It streamlines the process, enabling users to trigger Emails at scale, thereby saving both time and effort.

Follow these steps:
1. Navigate to the menu option located on the left side of the home screen.


2. Choose Transactions and select Trigger Emails.


3. Please be aware that only templates that have been published are accessible in this section. Choose a template of your preference. You can also utilize the search option located on the right side of the screen to easily find your desired template.

4. Upon selecting the template, a window will appear displaying the details of the selected template and the available variables within the chosen template. Navigate to the upper right corner of the page, and click on the "Sample Format" option to download the Excel sheet for entering data corresponding to the variables embedded in the template.


5. In the "Sample Format" Excel sheet, there are predefined fields:
  1. To Email Address: This is the email address where the personalized email will be triggered.
  2. BCC & CC: These fields are optional. Enter details here if you need to include recipients in BCC (Blind Carbon Copy) and CC (Carbon Copy).
Now input the customer data corresponding to the variables embedded in the template. 

6. Now come back and simply drag and drop the Excel sheet in the below area.


7. The system will initiate the email sending process, and we will be able to view the status once the emails are successfully sent.


Info: Only published Email templates are visible in the selection area. Therefore, please ensure that your Email template is published before making a selection.

VIDEO DEMO:


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