Which plans include bulk send?

Bulk send is included on the Business plan and higher. Your role also needs the Bulk send permission, which an admin can give you. See pricing for details.

Can I bulk send documents I have just uploaded?

Not directly. Bulk send is a mode of Send from template, so it sends from a published template. Add your documents and roles to a template first, publish it, then bulk send from it.

What happens to rows with errors?

Rows with errors are skipped and empty rows are ignored. Every ready row is sent. If you want a skipped row sent, go back to the Recipients step and fix it before sending.

Can I schedule a bulk send for later?

No. Bulk sends cannot be scheduled, and packages send straight away. A bulk send you have not sent yet is kept as a launch draft, so you can come back and finish it.

Can different rows get different documents?

Yes, when the template has a workflow with sender questions. Choose different answers per row and each question becomes a column in the table. Each row is then checked against its own answers.

One template, a package for every row.

Send the same template to a whole list of people. Each row becomes its own package, and the batch stays together so you can follow it in one place.

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One list, one send. Fill in the rows once and every person gets their own package.

One package per row. Every row in the recipients table becomes a separate package, sent from the same published template.
Upload a CSV. Download a CSV template with the right columns, fill it in, and upload it. Or type the rows straight into the table.
Add a company or group. Add people from your contacts, or filter to a company or group and add all of its members in one go.
Details that change per person. Merge fields and custom fields are columns in the table, so each package carries its own names, dates and values.
Answers for the batch or the row. If the template asks the sender questions, answer once for every package or let each row give its own answers.
Progress and reminders in one view. See how many packages have been sent and what happened for each recipient. Select rows to send reminders together.

How it works. From template to sent batch in three steps.

Pick a template

Choose Send from Template, pick a published template, then choose Bulk send as the send type.

The send type step of Send from template with Bulk send selected.

Add your rows

Set delivery for each role, then add one row per package by typing, from contacts or with a CSV.

The Recipients step with delivery set for each role and three rows in the recipients table.

Preview and send

Name the batch, preview a package, and send. Packages go out straight away and are grouped into one row in Packages.

Watch how it works

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How-toReuse and scale
Sending in bulk
Send one template to a list of recipients, one package each.
1:03
How-toReuse and scale
Sending from a template
Pick a template, fill in the recipients and send.

A supervisor in a hi-vis vest holding a tablet for a worker to sign between rows of a kiwifruit orchard, with pickers and full bins around them.

Set up the template once, send it to everyone

Browse templates

Frequently asked questions

Bulk send is included on the Business plan and higher. Your role also needs the Bulk send permission, which an admin can give you. See pricing for details.
Not directly. Bulk send is a mode of Send from template, so it sends from a published template. Add your documents and roles to a template first, publish it, then bulk send from it.
Rows with errors are skipped and empty rows are ignored. Every ready row is sent. If you want a skipped row sent, go back to the Recipients step and fix it before sending.
No. Bulk sends cannot be scheduled, and packages send straight away. A bulk send you have not sent yet is kept as a launch draft, so you can come back and finish it.
Yes, when the template has a workflow with sender questions. Choose different answers per row and each question becomes a column in the table. Each row is then checked against its own answers.

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