How to Set & Send an Email

This element allows you to schedule an email that will be sent to contacts on the marketing list at a specific point in their journey.


There are 4 simple steps to sending an email:

1. Click on the edit button to set up your email campaign

2. Choose the email you want to send or click on "New Email" to create a new email.

If you click on the "new email" button you will need to select the email tool you would like to use in order to build your email.


3. Select the system (SMTP relays only) that you want to use to send the email from.

You can use "Optinize email" to use the email credits based on your Optinize package.

To learn how to connect your own email service provider (ESP) – click here.

4. Click the "Submit" button.

After creating an email, you can use the preview button to see your email.



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