Scheduled Plans allow you to organize any tasks and scheduled email communications you need to complete for your event or sale.
Scheduled plans are best for date-based events or promotions. For example, a Black Friday sale plan could include:
An announcement about the sale
A reminder that the sale goes live tomorrow
A “sale is live” email
A follow-up message after the sale
By creating these messages within a Scheduled Plan instead of as separate calendar items, you keep all related communications and tasks neatly organized. Another example: If you’re running a studio challenge that starts on a specific date, use a Scheduled Plan to schedule all related emails and tasks.
Use scheduled plans for time-specific campaigns and automations for ongoing, trigger-based communications.
Creating Schedule Plans
To create a scheduled plan, click on Marketing > Scheduled Plans in the top navigation bar.
Click Create a Scheduled Plan in the top-right > select Create from Scratch and name your scheduled plan.
Once your Scheduled Plan is created, click Add To in the top right to add scheduled emails, tasks, or phone call reminders. Create them here the same way you would from the Calendar.
Assign emails or tasks in your Scheduled Plan to team members by opening the item, then selecting a user or user group in the assignment section.
Scheduled emails and tasks from your plan will appear on the Calendar home screen, keeping your team informed without opening the plan. Once everything is scheduled, your plan helps ensure your event or sale runs smoothly.