How does sending bulk emails in Sumac work? How do I set it up?
When Sumac sends bulk emails, it is essentially running a mail merge to personalize the emails as it sends them out. As such, you need a template that makes up the body of the email you're sending. Sumac combines the template with the data from your database to personalize the emails for each recipient. We have some sample templates available for things like fundraising letters, thank you letters and receipts. They are available here.
However, a lot of clients like to build their own templates since they usually have preferred formatting for how they want the email to look.
For print letters, the template itself is an external file, created outside of Sumac in something like Microsoft Word.
When you run a print mailing, you can use an .rtf or a .docx file as a template.
For sending a bulk email, you must use an HTML template to ensure that colors, links, fonts, pictures, etc., all appear properly in each recipient's inbox. Sumac provides a built-in email template editor that allows you to make email templates for things like thank you letters, solicitations, and more! Check out this article to learn more about Sumac's built-in Template Editor.