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Welcome to our 5th weekly tip for users of The BIS Platform. This week's tip is on how to use The BIS Platform to generate bulk emails / an email merge.
Within The BIS Platform there is a facility where you can email all your clients (or a selected category of your clients) by way of a bulk email.
There are just a few easy steps you need to take to make this happen:
Step 1: Ensure you have your clients email addresses in the client profile on the Platform if you haven’t done so already. These may already be there from the Life Office data feeds but if not you can insert them manually.
Step 2: Set up your SPF record (if you have not done so before) - Your SPF record specifies which servers are authorised to send emails from your domain. Because you use our system to send emails from your domain you need your SPF record to include our server. To action this you need to contact the person/provider who provides you with your email and ensure that your SPF record includes server1.bis-platform.com
Your spf record should look something like this:
v=spf1 include:spf.protection.outlook.com a:server1.bis-platform.com ~all
Step 3: Follow the steps as shown in this How To Guide and then you are ready to go!
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