1. Start by going to the the Automatic page found under the Communications menu

Start by going to the the Automatic page found under the Communications menu

2. Select 3 dots next to the email you want to edit

Select 3 dots next to the email you want to edit

3. Click on Edit

Click on Edit

4. Choose Edit on the message portion you want to edit

Choose Edit on the message portion you want to edit

5. From here you can edit anything from the To email address down to adding smart fields in the body of the message

From here you can edit anything from the To email address down to adding smart fields in the body of the message

6. This smart fields box allows you to auto insert info like name, plan name, staff member, etc

This smart fields box allows you to auto insert info like name, plan name, staff member, etc

7. Once you have made all your edits click save to set the changes live

Once you have made all your edits click save to set the changes live

8. Now if you want to add another email to the sequence you can do that by clicking add.

This is good when you want to send the member an email and also the Staff a different version of the email

Now if you want to add another email to the sequence you can do that by clicking add.

9. Click on Edit

Click on Edit

10. Set who the message will send to

Set who the message will send to

11. Enter you Subject line

Enter you Subject line

12. Fill in the body of the email

Fill in the body of the email

13. Click on Save

Click on Save


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