Summary

Email events can be added to Action Plans to streamline the process. These can be created to be parent or child actions, meaning they kick off a chain of events or happen because of another event.

Step by Step

Once an Action Plan has been created, additional steps can be added, such as an Email event. Under each created Action Plan, there are multiple options. In this case, select the "Add Email Event." There will be three tabs to choose from:

1. Send Now:
   • This option will start the process if there is already an email template assigned or a dependency
2. Send Later:
   • This option will offer to set a specific date or number of days before the email event taking place
3. Create Dependency:
   • This option will allow for an email event to be triggered by an outside event

Send Now:

Send Later:

Create Dependency:

FAQ

Q: What levels have access to Email Events in Action Plans?

A: Admin, Brokers, and Agents have access to Email Events in Action Plans.