The personalized broadcast feature lets you send custom emails in batches to multiple recipients.
This feature is available only in the AI Premium Edition. For more information about different editions, see Version comparison.
Scenarios
Sending payslips: The finance department needs to send payslips to all employees. Because each employee has a different base salary, bonus, and tax deduction, individual emails are required.
Sending event invitations: An administrative specialist needs to organize a celebration and send personalized invitations to each guest by email.
Sending interview invitations: A senior Human Resources (HR) professional needs to email multiple candidates to invite them for interviews, each with a different scheduled time and location.
Procedure
1. Log on to the web client. In the upper-left corner, click the drop-down arrow next to Compose and select Personalized Broadcast. Two sending methods are available. You can choose one based on your needs.
2. This example uses the first method. To begin, you can import data by downloading and completing the sample file.
For example, to send payslips, you can modify the template based on your organization's needs and then upload the file.
After the Upload successful message appears, click Next. Verify the data. If the data is correct, click Next again.
After the import is complete, click Return to Compose Page to edit the email body and subject. The imported recipient email addresses are automatically added to the recipient list.
You can upload spreadsheet files in .xlsx, .xls, or .csv format. The file size must not exceed 25 MB.
The spreadsheet must contain a column named "Recipient Email Address" that lists the email addresses of the recipients.
Each column heading in the spreadsheet corresponds to a personalized field in the email. Ensure that the names match.
The spreadsheet cannot contain merged cells.
The number of recipient email addresses cannot exceed 300.
3. After you edit the template in the email body, place the cursor where you want to insert a personalized field. Click a personalized field to add it as a variable.
Alternatively, you can type `${}` and select the corresponding field.
4. After you finish editing, preview the email before sending. You can review each email generated from the data source and the template. If everything is correct, click Send.
5. By default, emails are sent individually. Each recipient sees only their own email address. The result is as follows:
