Plans list

A plan includes all the necessary information to use the contacts identified by a segment, such as target audiences for newsletters and other marketing activities.

In the Segments > Plans list section, it is possible to:

• Search for a plan using the search bar by: plan name, segment name, or segment ID.
• View the list of plans divided into tabs for ready, drafts, archived, errors, and recurring.
• Create a new plan.

The list of plans view displays a series of useful information, including:

• Plan name
• Segment (target audience)
• Whether or not a do-not-disturb policy has been applied and which one
• Plan start date
• Author: who created it
• Number of contacts included in the plan
• Other options such as edit, delete, start/pause (for recurring plans only)

The following chapters describe the various methods for creating a new plan:

• Creating a New Plan (introduction)
• Creating a Plan with Email Send Action
• Creating a Plan with Automation Send Action
• Creating a Plan with SMS Send Action
• Creating a Plan with Send Filter Action
• Creating a Plan with Export to SFTP Action