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Scheduled Emails

Email scheduling can be divided into two categories — based on their triggers and purpose .

Timed Trigger

Scheduled sending involves time-based emails. These messages are sent on specific dates and times chosen by the user.

A use case is the ability to deliver emails during designated work hours, ensuring recipients get them at the right time.

Examples

  • One example is sending a reminder every 10th of the month for users to sign up for a newsletter.
  • Another example is reminding overdue customers every 15th of the month to make payments to avoid suspension.

Action-Triggered emails

These are automated messages that respond to specific customer actions, interactions, or system events.

Use Case: These emails help automate customer engagement, such as sending welcome emails to new users or sending billing reminders when an invoice is generated. Personalized automated emails can use merge fields*.

Examples

  • When a customer signs up for a service, they’ll automatically receive a welcome email with instructions on what to do next.
  • Similarly, if a customer pays for their service, an action-triggered email can be sent to thank them for their payment with an attached receipt.

View the Scheduled Emails Category

1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page.

2. Click on CRM

3. Select Message Templates

4. Click here to view Scheduled Emails
Enable Action-Triggered Emails

5. View a list of available action-triggered emails by clicking on the dropdown in the Inactive Triggers category.

6. Here’s an example of a action-trigger.

7. To enable the trigger, toggle or put a check on “Trigger is Active.”

8. Ensure that all the necessary fields are filled-out. Click on “Insert” to add merge fields to personalize the email.

9. Highlight a text or a section of your message and click on an option from the merge field.
For instance, clicking “First Name” in the merge field adds <> to the email. It automatically fills in each customer’s first name when sending a bulk email to subscribers.

View or Enable Time-Triggered Emails

10. Click on Scheduled Templates
If the list is empty, then you haven’t added a template yet for scheduled sending.

11. Click on Templates

12. Select a Category or Folder and expand the list.

13. Click on a template.

14. Click or put a check on the “Schedule” box

15. Use the dropdown to select a day of the month.

16. Use the dropdown to select the time.

17. Click on the small blue checkmark to save your changes.

💡 Save your work when done.
💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket

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