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Drip Campaigns

To schedule and send drip email campaigns, email templates will need to be created with the content you wish to send out. This article details how to create email templates. Scheduled emails can only be created and applied from within an Action Plan, there is not a way to create individual scheduled email tasks from the Task menu.

 

To create email actions within an Action Plan in order to schedule drip emails, click the Account Dropdown Menu and then click Settings. 

 

 

Click the Action Plans tab. 

 

 

Scheduled emails can be set up within an Action Plan that contains tasks as well as other scheduled emails. To create a scheduled email within an existing or new Action Plan, click Create New Email Action.

 

 

 

In the window that populates, fill out the required fields and select an email template from the previously created email template options.

 

 

 

                                              

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