# Creating a Bulk Notification

https://docs.wisecp.com/de/creating-a-bulk-notification

Pick who should hear from you, write the e-mail or SMS once, and either save it as a draft or send it straight away.

## Opening the Screen

Bulk Notifications, **Drafts** tab, then the **Create Draft** button: `{admin}/tools/bulk-notification/create`

## What Is on the Screen

One form in two columns.

- **General Information**: The name, the channel and the newsletter list.
- **Client Criteria or Staff Criteria**: Who the message goes to. Only one of the two is on screen.
- **Service Criteria**: Narrows clients further by what they own. Clients only.
- **Email Content or SMS Content**: Subject, body, extra addresses and the delivery mode.
- **Selected Criteria**: The right column. It repeats your choices and counts the recipients live.

The body card also lists **Site Variables** and, in **Personalized** delivery, **User Variables**. Click one to copy it, then paste it into the message. Switching to **Batch** or to a newsletter list takes the user row off the screen.

Two buttons close the form: **Send Now** and **Save Draft**. **Send Now** opens once the count is above zero.

## Fields

### General Information

- **Draft Name**: Required. This is the name you will see in the list.
- **Type**: **Email** by default, or **SMS**. SMS hides the subject, the extra addresses and the newsletter row.
- **Newsletter Subscribed Users**: E-mail only. **Not defined** by default. Each language shows its subscriber count and an eye button.

### Who receives it

- **Recipient Type**: **Client** or **Staff Member**. It swaps the criteria card below.
- **Client Groups**: Optional. Tick as many groups as you need.
- **Countries**: Optional. Matches the address on the account.
- **Languages**: Optional. The panel language chosen by the account.
- **Account Status**: Optional. **Active**, **Blocked** or both. Left empty it reaches active accounts only, so tick **Blocked** when blocked accounts should hear from you too.
- **Non-purchasing**: Off by default. Narrows the recipients down to clients who have never made a purchase. Combined with Service Criteria it always leaves nobody, because the two conditions exclude each other.
- **Birthday Marketing**: Off by default. Narrows the recipients down to the clients whose birthday is today.
- **Departments**: Staff only. Reaches the people assigned to the ticked departments.

The staff card carries **Languages** and **Account Status** as well, and they work the same way.

The count reaches clients who accept marketing notifications; a client who turned that category off is left out of the count and the send. Each client gets one message at one address. An active sub-user or invoice contact can stand in when the main address is not eligible.

### Service Criteria

- **Service Status**: Optional. Active, suspended, cancelled and the rest.
- **Products**: Optional. A tree of groups, categories and products; pick at any level.
- **Servers**: Optional. Useful when you write about one machine.
- **Addons**: Optional. Grouped by category.

### Content and delivery

- **BCC**: E-mail only, optional. Extra addresses, one per line. In **Personalized** delivery each one gets its own copy; in **Batch** they join the same single send.
- **Subject**: Required for e-mail.
- **The body**: Required. The rich editor for e-mail, a plain box of up to 1000 characters for SMS.
- **Delivery**: **Personalized**, the default, or **Batch**. A note under it explains the trade.

Above the e-mail body sit **Editor** and **Preview**. **Open in New Window** shows the same preview at full size.

## Tasks

### Build a draft and save it

1. Name it, pick the type, then set the criteria.
2. Write the subject and the body, and choose the delivery mode.
3. Watch the count in **Number of Notification Recipients**.
4. Click the **Save Draft** button. The draft joins the **Drafts** list.

### Check who the criteria found

1. Click the eye button next to the recipient count.
2. Read the addresses in **Recipients List**.
3. Click the **Export List** button for a text file of the same list.

### Send it right away

1. Click the **Send Now** button.
2. Check the type, delivery, recipient count and subject in the window.
3. Click the **Send Now** button inside that window. The messages join the notification queue.

### Edit a newsletter list

1. Click the eye button beside a language under **Newsletter Subscribed Users**.
2. Edit the addresses, one per line. **Total** counts as you type.
3. Click the **Update List** button. It replaces that language list with what you typed.

## Things to Watch

> **Send Now reaches everyone the count shows**
> 
> Confirming the window fills the notification queue at once, and the queue starts sending on its own. **Personalized** delivery queues one message per recipient; **Batch** queues a single record carrying every address. Read the count and open the recipient list before you confirm.

> **A newsletter list replaces every other filter**
> 
> Choosing a language under **Newsletter Subscribed Users** closes the client, staff and service criteria and delivers to that list alone. It also forces **Batch** delivery. Go back to **Not defined** to use the criteria again.

> **Batch delivery drops the user variables**
> 
> **Batch** sends one message to everyone at once, so nothing can be filled in per person. Use **Personalized** whenever the text greets people by name.

## Required Privileges

The form, the recipient count and the send need `TOOLS_BULK_MAIL` or `TOOLS_BULK_SMS`.

## Related Articles

- [Bulk Notifications](https://docs.wisecp.com/en/bulk-notifications)
- [Bulk Notification Detail](https://docs.wisecp.com/en/bulk-notification-detail)
- [Notification Queue](https://docs.wisecp.com/en/notification-delivery-queue)
- [SMS Logs](https://docs.wisecp.com/en/sms-logs)