How to Schedule a Team Email Notification

Step-by-Step Walkthrough

1. Navigate to the Automations page.

2. In the top right corner, select "New Automation."

3. Scroll down until you find the "Email Notification" card and click the "Create" button on the card.

4. If you want more details about how this works, watch the video by clicking the question mark at the top of the page next to "Email Notification."

5. Select the group of contacts you want this automation to apply to.

6. Set your automation start time and determine how you want the automation to run.

7. In the main portion of the automation, enter the email address of the person who should receive the notification.

8. Review the default subject line and body of the email. You can leave them as they are or customize them as you like.

9. If you want to use placeholders, watch the videos on placeholders for more information.

10. Once all your information is set, select "Review" in the top right corner.

11. Review the list of people who will be affected under "Contacts Affected" and check the information about your email notification in the center of the page.

12. Once you’ve confirmed everything, select "Launch" in the top right corner.

13. All of your live automations will be visible on this page.