To send blast emails in order to provide registration codes to participants, please do the following:

1. Import Email Addresses into DBP: you should make sure that email addresses are stored in DBP either through an import or using a person worksheet for all participants that will be provided codes.
2. Create Listing for Email: in DBP, open the Plan Sponsor and then go to “Manage Portal Security” under the “Tools” tab. When the security screen opens, you should click the “Fill” button to generate registration codes for all plan participants that do not have logins or registration codes. Then press the “File” button. This will open the file internetPassword.csv. Delete from this file all rows where registration code is blank and save as a new file (sampleData.csv in this example).
3. Create Mail Merge Word Document: open the sample Word document SampleRegistrationEmail.docx and modify for your plan. Please note that this file contains merge fields that will vary for each participant.
4. Select Recipients: on the Mailings tab, choose Select Recipients – Use an existing list and point to the sample data file created in step 2 (file sampleData.csv – this should update to include your data).
5. Confirm Merge: select Mailings – Preview Results to confirm that the merge fields are updating.
6. Send the Emails: to send the emails, select Finish & Merge on the mailings tab and then choose Send Email Messages. Verify the option “To” is set to “Email” and that the Mail format is HTML. Enter a subject line such as Portal Registration Codes. When sending, please note that Word will use the Microsoft Outlook account to send Emails to each participant in the recipient list.