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InfoFlo CRM Knowledge Base

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Select bulk email template

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  • 1. Bulk email templates which are created and saved in InfoFlo preferences and are usable when creating a new bulk email. Please note only one template may be selected as the default.
  • 2. Select a group of target recipients from a category or a collection of contacts from the contact list, and click the ‘New Bulk Email’ button from the main ribbon on the top.
  • 3. To select a template please click the ‘Use Template’ button from the bulk email editor form. Select either the default template (as defined in perferences) or use other template.
  • Bulk email Templates

  • 4. The selected template will appear in the editor and you can add any custom tags as appropriate.