Bulk lists

A bulk list is an organized list of contacts, and can be utilized to send the same shipment to multiple recipients. This is useful if you dispatch shipments from a single sender to an established list of recipients. For example, this could be a magazine dispatched to all subscribers, or product samples sent to everyone in Sales. Bulk lists are processed automatically, saving time spent on sending individual shipments.

Create a bulk list

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Once a bulk list is created, you can assign existing contacts to the list, or import new ones.

Overview

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1. Set up your shipment as usual, i.e. provide carrier and package detail, choose a service, etc.
2. Instead of adding a single recipient, access the Address Book, and select the relevant bulk list.
3. Decide whether you want to create separate shipping requisitions for each recipient in the bulk list, or whether you wish to group them in one requisition. In the scenario diagram, it assumes your Mail center prefers to process them in one requisition.

On processing the requisition(s), a separate label with unique tracking number is generated for each recipient in the bulk list but a rate is not selected in the Desktop App.

Process

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Use to access the Address Book from any supported App (E.g. Desktop, MailCenter, Warehouse). The Address Book is a shared resource across Apps where you can create and manage bulk lists.

1. Open the Address Book, and click MANAGE BULK LISTS. This opens the Bulk List Management popup where you can add, and edit or delete bulk lists.

• If you want to edit an existing bulk list, click that bulk list. This takes you to the next screen with the bulk list details that you now can edit.
• If you want to create a new bulk list, click ADD NEW LIST. This takes you to the next screen where you can populate the bulk list details. Once you confirm your action, the bulk list is added to the list.
• If you want to delete the existing bulk list, click that bulk list. This takes you to the next screen; click DELETE, and confirm your action.
2. If you want to add a contact to the bulk list, find the contact in the Address Book, and select View. Under Bulklist membership select the bulk list to which you wish to add the contact.
3. If you want to import contacts into a bulk list, select the IMPORT icon on the main screen of the Address Book. Select the import option, and choose the file. Select the bulk list you wish to import into from the List type dropdown.

Desktop App

Use bulk lists in the Desktop App to process bulk list shipments, or create bulk list requsitions. Requisitions can then be processed in a shipping App (such as MailCenter or Warehouse).

1. Open the Desktop App, and select the desired workflow.
2. In the Ship From tab, use the slider to select Bulk List.
3. Under Bulk list of recipients, select the relevant bulk list.



3. If creating a requisition, select Group in one request if you want to have a single shipping requisition with a single placeholder label.
4. Process the remainder of the requisition or shipment.
5. On the Confirmation page, click PROCESS BULK LIST. Once processed, you'll be notified with the status message. Click COMPLETE to return to the Welcome page.