Creating the Scheduled Plan
Navigate to Marketing > Scheduled Plans from the top navigation bar.
Click Create a Scheduled Plan at the top right of the screen > Create from Scratch > name your plan.
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 > select a user or user group 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.