Hi all
Is there any ways to schedule emails on decile hub?
Is there any ways to schedule emails on decile hub?
Yes, there is. To schedule an email in Decile Hub, follow these steps:
- Navigate to your pipeline and select the stage where you want the email to be sent.
- Click on the stage to add a new task.
- Find the 'Add New Task' option in the stage settings.
- Click "Add New Task" and fill in the necessary details, such as task description, and when you want the task to be executed (immediately due, due [choose amount of days] after entering the stage).
- Click on "Send Email" and select the email you want to send from the dropdown menu.
- Enable the "Automate this Task" option to automate the task to send an email. This will ensure that the email is sent automatically when a contact reaches the designated stage (if set on Immediately due) or when it has been in the stage for a certain period of time (due 1 day after entering the stage, due 2 days after entering the stage, etc).
- Don't forget to click "Save" to implement the changes.
Now, when a contact reaches this stage or has been in the stage for a certain period of time (depending which setting you chose), the email will be sent automatically.