Xplor Growth

Navigate to Marketing &gt; Scheduled Plans from the top navigation bar.

Click Create a Scheduled Plan at the top right of the screen &gt; Create from Scratch &gt; name your plan.

1. Navigate to Marketing &gt; Scheduled Plans from the top navigation bar. 
 
 
2. Click Create a Scheduled Plan at the top right of the screen &gt; Create from Scratch &gt; name your plan.

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Adding Scheduled Emails and Tasks to the Scheduled Plan

Select Add To at the top and select either:

- Scheduled Emails
- Task
- Phone Call Reminder

If you'd like to assign any aspect of your plan to a team member, click into the email or task and navigate to the assignment section &gt; select a <a href="https://docs.brandbot.com/en/articles/3827740-adding-users-to-your-team" rel="nofollow noopener noreferrer" target="_blank">user</a> or <a href="https://docs.brandbot.com/en/articles/3827794-user-groups" rel="nofollow noopener noreferrer" target="_blank">user group</a> to assign.

Any scheduled emails or tasks you create will display on the Calendar home screen. This way, your team is always aware of what needs to be done without clicking into the scheduled plan.

1. Select Add To at the top and select either: 
 - Scheduled Emails
 - Task
 - Phone Call Reminder
 
 
2. If you'd like to assign any aspect of your plan to a team member, click into the email or task and navigate to the assignment section &gt; select a <a href="https://docs.brandbot.com/en/articles/3827740-adding-users-to-your-team" rel="nofollow noopener noreferrer" target="_blank">user</a> or <a href="https://docs.brandbot.com/en/articles/3827794-user-groups" rel="nofollow noopener noreferrer" target="_blank">user group</a> to assign.
 
 
3. Any scheduled emails or tasks you create will display on the Calendar home screen. This way, your team is always aware of what needs to be done without clicking into the scheduled plan.

Creating the Scheduled Plan

Adding Scheduled Emails and Tasks to the Scheduled Plan