Setting up Email To-Dos to send automatically

You can use this feature to set up your Email To-Dos to go out automatically on the day they are due.

Before you jump in, make sure to do these 3 things:

1. Make sure that your Mail Merge Profile is setup and successfully tested.

2. Make sure that you have Email Templates assigned to the Email To-Dos.

3. The contact will need to be opted-in for email.

 

1. From your To-Do List, choose the Send Emails Tab. Click the AutoSend box and then choose when you want the emails to send.

 

2. Click back to the View All tab in To-Dos.

We have you do this step so that the next time you click to your To-Do List you are viewing all of your To-Dos not just your Email To-Dos.

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