Click Manage Emails on the Administration Submenu

Click the "Edit" link on an existing email (or compose a new message) and click Apply to activate the Delivery/Drip Settings tab.

 

Now, click the "Delivery/Drip Settings" tab

Configure when you would like the email to be sent after the trigger (such as an action or status change) occurs.

The options are:

Send immediately

Set a delay, so that the email will fire after a delay you define by entering a number of minutes, hours, days, or weeks.

Or you can set a more custom delay.

Enter a number

Choose minutes, hours, days, or weeks

Choose Before or After

From the System Fields pulldown select one of the following

• Date Added
• Last Action Date
• Last Contact Attempt Date
• Last Status Change Date
• Next Calendar Event Date

 

To prevent the email from being sent if the status changes (for instance, if an inactive lead becomes a client), check the "Cancel Upon Status Change" box. Then click the "Submit" Button to save the email and return to Manage Emails.

The desired delay is now set on the email. In order for the Email to be sent out, it still needs to be triggered. Trigger the email as you normally would with either an action or status.

Once the email is triggered, it will appear in the lead's log as "Email Queued." The email will then be sent after the delay you specify.