Creating a Bulk Email Custom Process (3 min)

Proactive and consistent communication is key to a streamlined client experience. Leveraging FYI’s custom processes you can deliver high-quality, consistent messaging to your clients in an efficient manner.

Watch this tutorial to learn more about:

• Configuring a new custom process
• Segmenting your client database using XPM custom fields
• Adding an email to a custom process (and setting it to send immediately)

For more information, refer to Automation Processes