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Goal: Send a mass client file update request to your clients listed in Brio, from Penbox, and based on Brio export files. This guide walks you through every step needed to send bulk client update requests to your clients.

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Part 1 — Generate your export files from Brio

You need to produce two export files from Brio: one for your clients and one for your contracts. Download the two command files below first, then follow the steps for each one.
ExportCommand file
Client listingExport listing clients v1.0.bsr
Contract listingExport listing contrats v1.0.bsr
Repeat the following steps once for the client .bsr file, then once more for the contract .bsr file.
1

Open Brio

Open Brio.
2

Go to Selections

Click Sélections → Sélection et rapport (or Selectie → Selectie en rapporten).
3

Load the command file

Drag and drop the .bsr command file into the Structure panel on the left side of the screen.
4

Run the selection

Click Exécuter sélection / Selectie uitvoeren and wait for the selection to complete.
5

Confirm

Once the operation has finished, click OK.
6

Export the result

Click Exporter le résultat / Resultaat exporteren, then choose Excel file. Your export file is ready.
7

Repeat for the second file

Repeat the steps above with the second .bsr file to generate your second export.
In your client export file, make sure every mobile number respects the following rules:
  • One mobile number per field
  • In one of these formats: 00324… · +324… · 04…

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Part 2 — Set up in Penbox

1

Go to Penbox

Open your Penbox workspace.
2

Check that the client update form template is available

Navigate to Templates → Forms (or Sjablonen → Formulieren) and confirm that the “Mise à jour de la fiche client” / “Klantenbestand update” form template is present in your workspace.
If you don’t see this form template, contact Penbox so they can install it in your workspace.

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Part 3 — Create and configure the campaign

1

Open Campaigns

Click Campaigns in the left-hand navigation.
2

Create a new campaign

Click Create a campaign.
3

Name your campaign

Give your campaign a clear, recognisable name.
4

Add data

Click Add data.
5

Select the form

Choose the form you want to send in bulk — in this case, select “Mise à jour de la fiche client”.
6

Select the file type

Choose Brio as the file type.
7

Upload your Brio exports

Upload the two export files you generated from Brio:
  • Your client export
  • Your contract export
8

Enter your Brio number

Fill in your Brio number in the field provided.
9

Upload the files

Click Upload files.
10

Check the mapping screen

Review the mapping screen that appears and confirm that all fields have been imported correctly.
11

Validate the mapping

Click Validate mapping.
12

Preview the forms

You will now see a preview of the individual forms that will be sent. Take a moment to check the content of a few.
13

Validate options

Click Validate options.
14

Start creation

Click Start creation to generate all the individual forms. This may take a moment.

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Part 4 — Schedule your sends

1

Open the scheduler

Once the forms are created, click Schedule to define when and how sends go out.
2

Configure your send schedule

Fill in the following options:
  • Sends per wave — how many forms go out per batch
  • Start date — when sending should begin
  • Send time — the time of day for each wave
  • Send days — the days of the week on which sends happen
Example: 3 sends per day · send days: Monday and Wednesday · send time: 11:00 AM → 3 forms will go out every Monday and Wednesday at 11 AM.
3

Start scheduling

Click Start scheduling. This may take a moment.

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You’re done 🎉

Your campaign is created and your sends are scheduled. Well done!

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What’s next?

Send & receive a client update

Learn how to trigger a single client-file update from Brio and import the response back.

Form Notifications

Configure the invitation and reminder emails your clients receive.