Send Bulk Email from the Customers Page – Paystand Help Center

The Send Bulk Email feature allows you to send emails to multiple customers directly from the Customers page in Paystand. This feature is designed for operational and AR-related communication, such as onboarding customers to Paystand, encouraging payer portal adoption, promoting Autopay enrollment, or sharing invoice-related reminders.

Overview

With this feature, you can:

• Send email to one or more selected customers without leaving Paystand
• Choose from approved email templates for common communication use cases
• Use a Custom HTML option for advanced email creation
• Customize certain visual and content elements without editing the full template
• Preview the message before sending
• Send immediately or schedule delivery for later

Before you begin

• You must have permission to send bulk emails from the dashboard (Admin role)
• You must select at least one customer from the Customers page.
• Only customers with valid email addresses will be included in the send.

How to send a bulk email

Step 1: Select customers

1. Go to Customers in the Paystand dashboard.
2. Use filters or search to find the customers you want to contact.
3. Select one or more customers using the checkboxes.
4. Click Bulk Actions and then select Send Email.

Paystand automatically uses your selected customers as the audience for the email campaign.

Step 2: Review audience

In the Review Audience step, you can confirm which customers will receive the email before moving forward.

• Review the list of selected recipients
• Confirm the total number of customers who will receive the message
• Optionally choose Send to All Customers, if appropriate for your use case

Customers without valid email addresses are automatically excluded, so the audience shown here reflects the actual recipient list that can receive the email.

Step 3: Select an email template

In the Email Template step, choose the template that best fits your communication goal.

Available templates may include:

• Welcome to Paystand
• Payer Portal Signup Invite
• Enroll in Autopay
• Open Invoice Reminder
• Save Payment Method

Advanced option: Custom HTML

For advanced users, the Custom HTML template provides full flexibility to create a custom email. This option is intended for power users who want greater control over email layout and presentation.

• Paste your own HTML email content
• Control formatting, styling, and structure directly
• Use this option when standard templates do not meet your needs

For most users, standard templates are recommended because they are easier to configure and help maintain consistency.

Step 4: Customize the email

In the Customize step, you can personalize certain parts of the email while keeping the overall experience simple and brand-consistent.

You can customize items such as:

• Subject line
• Banner settings, including logo placement and colors
• Email body fields provided by the template
• Buttons and links without directly editing HTML

This step is especially useful for everyday users because it provides a guided way to personalize the email through form fields rather than requiring HTML editing.

You can also configure calls to action by adding buttons or hyperlinks, making it easier to direct customers to actions such as viewing invoices or signing up for the payer portal.

Step 5: Preview the email

In the Preview step, review how the email will appear to recipients before sending it.

• Confirm the final layout and formatting
• Review text, links, and buttons
• Check personalization and branding

Send a test email

You can also send a test email to verify how the message looks in an actual inbox before sending it to customers.

1. Enter the test email address
2. Click Send Test Email
3. Review the email in your inbox

This is recommended whenever you are using a new template, making significant customization changes, or using the Custom HTML option.

Step 6: Choose send options

In the Send Options step, choose when the email should be delivered.

Send now

Select Send Now if you want the email to begin sending immediately after confirmation.

Schedule for later

Select Schedule for Later if you want to send the email at a future date and time.

• Choose the delivery date
• Select the delivery time
• Review the timezone used for scheduling
• Optionally choose your local timezone if available

This option is useful when you want to align outreach with a planned launch, a business-day schedule, or the best time for customer engagement.

Step 7: Confirm and send

Before the email can be sent, you must review the final confirmation area and acknowledge that the action cannot be undone.

• Review the total number of recipients
• Confirm whether the email will be sent now or later
• Select the confirmation checkbox
• Click Confirm & Send

Once confirmed, Paystand processes the bulk email send using the selected template and delivery settings.

Important notes

• One template per send: each bulk email action uses a single template for all selected recipients.
• Automatic exclusion: customers without valid email addresses are excluded automatically.
• Flexible template options: standard templates are available for guided use, and Custom HTML is available for advanced use cases.
• User-friendly customization: buttons, links, banner settings, and content areas can be configured without editing HTML.
• Preview available: you can validate the email before sending and optionally send a test email.
• Delivery timing: emails can be sent immediately or scheduled for later.

Best practices

• Use standard templates when possible for faster setup and consistency.
• Use Custom HTML only when you need complete design flexibility.
• Always review the audience before continuing.
• Use the preview step to verify the final appearance.
• Send a test email before sending to customers, especially for important campaigns.
• Schedule emails during business hours when appropriate.

Example: Custom HTML Email

Using the Custom HTML option, you can create fully branded, visually rich emails with complete control over layout, styling, and content.

Example of a fully customized email created using the Custom HTML template

Tip: Use the Preview and Send Test Email steps to validate your design before sending to customers.

Frequently asked questions

Can I edit the full email content?

It depends on the template you choose. Standard templates provide guided customization for selected fields and design elements. If you need full control over the email content and design, use the Custom HTML option.

What happens if some selected customers do not have email addresses?

Customers without valid email addresses are automatically excluded from the send.

Can I send different templates to different customers in one bulk action?

No. Each bulk email action applies one template to the selected audience.

Can I test the email before sending it?

Yes. In the Preview step, you can send a test email to validate the final appearance before sending it to customers.

Can I schedule the email for later?

Yes. In the Send Options step, select Schedule for Later and choose the date and time you want the email to be sent.