In this article, you will learn how to send emails in bulk via tasks in AdminPulse, more specifically by using subtasks of the type “Mail”.
This approach is intended for situations where emails are sent automatically when you set the status of a mail subtask to Done. You can do this per task via the Task board, or for multiple contacts at once via the Task overview.
Requirement: to send emails in this way, a task must be available for the relevant contacts that contains a subtask of the type “Mail”.
Steps to send bulk emails via tasks
Example: in the steps below, we use the task ‘PIT’ as a concrete example. This is not a requirement: the same procedure applies to any task that contains a mail subtask, regardless of the task name or purpose.
Step 1 – Go to the Task overview
In AdminPulse, go to the Task overview (Tasks > Task overview) and select the task ‘PIT’. If you use multiple PIT templates (or similar tasks), repeat these steps for each template.
Step 2 – Select the tasks
Select all tasks for which you want to execute the mail subtask. In this example, the emails are used to request documents, but this can be any type of mail subtask.
Use the checkbox in the top-left corner to select all tasks at once.
Step 3 – Change the subtask status
Click Batch operations and choose Change subtask status. This option only becomes available once you have selected at least one task.
In the dialog window that appears:
- Select the mail subtask Request documents
- Set the status to Done
- Check the option Send e-mail
Step 4 – Review the email template
The default email template linked to the task template for this task will now open. If needed, you can adjust the email content here.
Step 5 – Send the emails
Click OK to send the emails. The subtask will be set to Done for all selected tasks, and the emails will be sent to the corresponding contacts.
Track the sending progress
You can follow the progress and results of the sent emails via the Batch Jobs screen, which you can open using the following button in the top menu bar:
💡 Good to read
- This workflow describes one specific way to send bulk emails via tasks. Would you like to know which other options AdminPulse offers to send emails - individually or in bulk, from other screens? Then read this article: Sending emails from AdminPulse
- In the following article, you can read how to track batch operations: Overview: Tracking background processes