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Campaign Action: Email

Email in a campaign

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a year ago

Here are the steps on adding Email to a campaign.

Step 1:  Select a name for the activity.
Step 2: Set up the Days, Hours or Minutes you want to wait before the system carries the activity.
Step 3: Write down the text, use a template as well as documents or insert files, images, links, etc.
Step 4: Select a Subject for your email. 

Important Notes:

  • You have the option to override the staff member to whom the Email should be sent.

  • Please make sure to fill out the required fields. If the information is incomplete, a note will appear on top of the action box.

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