Allow Bulk Send to send multiple documents to the same email
I have property managers who have one email but manage 10+ properties. Currently bulk send does not allow me to send multiple documents to a single email address
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Use Case: We use Bulk Sent to send and enrollment form to each parent. The document has fields we prepopulate with the student’s first name last name and the parents name. The parent then needs to sign it. We send these out in bulk to the entire school at once. Because parents often have more than 1 child enrolled at the same school, the bulk file includes one row for each child. The parent uses the same email address for themselves for each child. When we upload and send the file via bulk send, it only sends it to the first record in the file, not one document per child to the same parent. The work around we do is upload several files, ensuring that parents that have multiple children have only one record/row in each file. This is burdensome because we have to identify which parents/email addresses appear multiple times in the bulk file and then pull them out into separate files – doing usually 3 or 4 bulk sends per school instead of one.
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Hey team! I have an account this request could highly benefit! Anything on the horizon?
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Jaynna Ellis Dela Llana commented
Allow bulk send to send documents to same email address