Creating A Plan

Once you have all of your lists and offers entered into Send Planner, you are ready to create a plan.

If you are using an integrated ESP, you will also need to make sure that integrations, templates and creatives have been setup.

To create a plan, follow the steps below.

• From the dashboard, click on plan.
• Click “Create New Plan” in the upper right hand corner
• Choose your From and To dates and click save changes

That’s It!

The system will then apply the rules you set for your lists and create your optimized plan.

If you have an integrated ESP, your emails will automatically be scheduled in your ESP.