Schedule Email Communications

Overview

Zift PRM allows you to schedule the sending of an Email Communication at a pre-determined time. An external selection list is used in this instance. An external selection list includes company types like Resellers – which are external to your organization.

Before You Begin

Log into PRM Admin with CommTask Level 1 rights or greater.

How to Schedule Email Communications

1. Navigate to Communication > Email Marketing.
2. Select New Communication in the menu bar.
   
   
3. Complete the steps required to create a new email communication.
4. On the Selections tab, select an external list from the Assign Selections drop-down list.
   
   
5. Click Save & Continue.
6. On the Send tab, click Schedule.
   
   
7. Use the calendar control to select the date when the communication will be sent. Use the text box to select the time.
   
   
8. Click Update.
   
   
9. The email communication is scheduled.
10. To view scheduled communications, select Scheduled Communications from the menu bar.
    
    
11. Any scheduled communications are displayed.
    
    
12. The sending of the communication can be paused if any issues arise such as a change to the content.

 

Related Topics

• Create External Selection List
• Create Email Marketing Communication
• Email Communication Opt In