How to bulk send emails to your clients
Mailchimp integration is something that's on the WriteUpp roadmap for the future (head over to the feature request portal to add your vote), but in the meantime, there are a couple of things you can do in order to send an email out to all of your clients.
One option is to export your client list to Mailchimp, or your chosen bulk email program.
The full process to export clients to Mailchimp is covered step by step in the below article:
How do I export to Mailchimp?
Mailchimp offer a free pricing plan ideal for beginners so even if it's not something you currently use, it might be worth looking into to help you handle communications for the coming months.
If you want to use a bulk email program like Mailchimp, you can export a list of all of your clients by heading to the Main Menu -> Tools -> Data Export -> Clients:
You can then export this information to either Excel or CSV at the bottom of the page, and follow the import process steps set by your chosen program.
Alternatively, you can export a list of current open clients by going to Main Menu -> Caseload within WriteUpp, and choosing Open Episode. You'll again be able to export this list to CSV and import it into your chosen program.
If you don't want to use a bulk email program, you can simply copy and paste the email addresses from these files into the BCC field of your chosen email client. If you do this, please be sure to use the BCC field and not To as this will reveal all of your clients email addresses to the other recipients.
One option is to export your client list to Mailchimp, or your chosen bulk email program.
The full process to export clients to Mailchimp is covered step by step in the below article:
How do I export to Mailchimp?
Mailchimp offer a free pricing plan ideal for beginners so even if it's not something you currently use, it might be worth looking into to help you handle communications for the coming months.
If you want to use a bulk email program like Mailchimp, you can export a list of all of your clients by heading to the Main Menu -> Tools -> Data Export -> Clients:
You can then export this information to either Excel or CSV at the bottom of the page, and follow the import process steps set by your chosen program.
Alternatively, you can export a list of current open clients by going to Main Menu -> Caseload within WriteUpp, and choosing Open Episode. You'll again be able to export this list to CSV and import it into your chosen program.
If you don't want to use a bulk email program, you can simply copy and paste the email addresses from these files into the BCC field of your chosen email client. If you do this, please be sure to use the BCC field and not To as this will reveal all of your clients email addresses to the other recipients.
Updated on: 20/06/2022
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