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Step Type: Email

Before we start, you'll need to set two items in order for this step to be configured correctly:

Email Design: You need to create an email on Content>Email Builder Locale: This will populate with your default locale. If  you prefer to use another locale, please select it here.

Now let's describe the process step by step:

  1. Go to Strategy>Strategy Builder and select your strategy.

  1. In the steps library, look for the ‘email’ step under the Communications section (green). Alternatively you can search the step by typing in the search box.

  1. Click and then drag onto the strategy.

  1. Now click on the step to configure it.
  2. Choose design and locale.
  3. Sending options. You can:
    1. Send the email now
    2. Select a specific communication time. You'll be able to choose from the dropdown:
      1. In the following day
      2. In one week
      3. Next specific day of the week
      4. Next Specific day of the month
      5. Set number of days

c. Let AI select optimal communication time.

This step will send an email taking into account operational hours. E.g: The step is activated on Saturday at 10 am but your operational hours are Monday to Friday from 9 to 17/5pm. The email will be sent next Monday at 9 am.

  1. Click 'Continue' to save the step configuration or 'Delete step' to delete it from your strategy.

Remember to Click on Save (top right) to Save your strategy.