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Action Emails

The Action Email option allows you to setup automatic emails for groups of contacts when a specific platform action occurs such as a club membership anniversary or a first-time order. The system makes daily checks, adding contacts to your queue, where the emails wait to be automatically sent to these contacts.  

The following text and video documentation will help you to get better acquainted with this feature:

Action Email Setup: Learn how to create new email documents with trigger actions. Learn More >

Action Email Queue: Learn which email documents in your queue are waiting to be sent, previously sent, or those not being sent for a given reason. Learn More >

Do Not Send List: Learn how to select specific contact types that you do not wish to receive action emails. Learn More >

 

 FAQs: Review Frequently Asked Questions on Action Emails. Learn More >