Create and send the Development Plan Intro email

Product Guides for EchoSpan Development Planning

Below are the steps to send the Target an email invitation (or reminder) to setup their Development Plan.

  • From the drop-down menu, select Targets >> Manage.
  • Click the alarm clock icon and then select the Development Plan Intro Email.
  • Once you choose your message type, select who should receive the message and/or select the checkbox next to the Targets that you want to send messages to.
  • Click either "Selected Recipients" or "All Recipients Listed Below"
  • From the drop-down menu, select Email >> Queued Messages to review and send the emails

*If email handling for your project is set to send immediately messages will be sent as soon as they are created.

Last updated: Monday, October 9, 2017
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