How does sending bulk emails in Sumac work?

How does sending bulk emails in Sumac work?

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. The Sumac Team provides 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 from scratch, especially for newsletters, since they usually have preferred formatting for how they want the email to look.

The template itself is an external file, created outside of Sumac. When you run a print mailing, you can use an .rtf or a .docx file as a template, so you can make print templates in Microsoft Word, for example. But 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. To do this, you should use a designated HTML editing program. We have several resources on our website to help you with finding an HTML Editor, as well as sample templates you can use to get started. 

We also have excellent training videos that walk you through the steps of setting up Sumac to send emails, creating your HTML template, and finally send out the mailing:

Step 2 - Create HTML Template

Step 3 - Send Bulk Email

    • Related Articles

    • Can Sumac send thank you letters?

      Sumac can generate personalized “thank-you” letters for donors using Sumac’s built-in mail merge features. You can create an HTML template for a thank you letter being sent by email, or a .docx or .rtf document for sending out thank you letters by ...
    • How do I set up Sumac to send emails?

      In order to send bulk emails out of your Sumac database, you’ll need to give Sumac some information about your mail server so that it knows how to send emails. Have a look at these how-to videos to learn everything about sending bulk emails in Sumac ...
    • How To Insert Mail Merge Codes

      Step 1: Open Sumac, and click “Contacts” in the console Step 2: Under “Mailing”, click “Mail Merge Codes” Step 3: Choose the record type, and then the field you want to insert Step 4: Copy the code that appears Step 5: Paste the code into your ...
    • Sending emails and receiving notifications with Sumac

      There are a few types of emails that Sumac can send: Sumac can send email notifications to you and other members of your team about activities that happen in your database, You can launch a one-off email from you to a single contact in your Sumac ...
    • How do I make sure my emails don't get marked as spam?

      If you are using Sumac to send bulk emails, the best way to ensure the emails you are sending will not be marked as spam is to use Sumac's Batch Scheduling tools to make sure you are conforming to your SMTP server's sending limits, and that you ...