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).

HomeScout is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.