Product Guides: Development Planning

Create and send the Development Plan Intro email

If you are using the Development Plan feature in your project, an email asking the Target to setup their Development Plan can be created by following the steps below.

  • From the drop-down menu, select Targets >> Manage.
  • Click the alarm clock icon and then select “Development Plan Intro email.” 
  • Once you choose your message type, select the checkbox next to the Targets that you want to send messages to.
  • Select "Create Messages."
  • From the drop-down menu, select Email >> Queued Messages to review prior to sending.

*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 09, 2017
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