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