Getting Started With Send Planner

Send Planner is a powerful tool that can help you plan your email schedule more effectively. In order to take full advantage of the system, you need to make sure that you take some time up front and enter in the correct information.

Follow this list in order to ensure you are ready to use the system correctly.

• Enter all of your email lists into Send Planner.
  How To Enter Email Lists Article
  
• Enter all the offers you send into Send Planner.
  How To Enter Offers Article
  
• Pre-Planning – OPTIONAL – Send Planner will take the offers and lists you entered and will apply the rules you set when entering these and create an effective schedule. When creating your first plan, there will be no sending history in Send Planner. You are welcome to go ahead and create a new plan without any history but there is a chance that you could have lists that have offers planned that may have been sent very recently. Alternatively, you can manually put in list sending history from the planning screen. If you wish to put in some sending history, you can follow the directions in the article below.
  How To Enter a Pre-Planner
  
• Planning – Once your lists and offers are entered, you are ready to create your plan.
  How To Create a Plan
  

Additional Steps For Users With An Integrated ESP

If you use and ESP that has an integration with Send Planner and want your emails to be automatically scheduled, you will need to perform the following steps in order.

• Integration – The first thing you will want to do is to setup your integration.
  How To Setup An Integration
  
• Enter all your templates into Send Planner
  How To Setup Templates
  
• Enter all of your creatives
  How To Enter Content