How do the three types of Action Plans work?

When you create an Action Plan. you will be asked to choose the type of plan you wish to create:

  • Day Interval - Each letter will be sent a specified number of days after the campaign starts.  For example, you may set up the first letter to send on Day 0 (the day your contact is assigned to the plan) and the second letter on Day 7 (seven days after your contact is assigned to the plan).
  • Calendar Driven - Each letter will be send on a specific calendar day.  For example, you may set up a Holiday campaign in which you send a letter on July 4, a letter the day before Thanksgiving, etc. 
  • Recurring - Best if you wish to send the same latter periodically (example: every 30 days).


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