Email Automation

1. Automation Rules

1.1. Uses

1.2. Setup

2. Creating/Using Campaigns

2.1. When to Create

2.2. How They Work

3. Reports

3.1. Drip Programs

3.2. Email Reports

4. Engagement Studio

4.1. Setting Up

4.2. Rules

4.3. Triggers

4.4. Actions

5. Forms

5.1. Building

5.1.1. Completion Actions

5.2. Layout Templates

6. Lists

6.1. Importing New Lists

7. Naming Conventions

7.1. Emails

7.2. Templates

7.3. Lists

7.4. Campaigns/Folders

7.5. Automation Rules

8. Emails

8.1. A/B Tests

8.2. Lists

8.3. Scheduling

8.4. Building

8.5. Drafts

8.5.1. Testing

8.5.2. Sender

8.5.3. Lists

8.5.4. Subject Line

8.6. Templates

9. Scheduling

9.1. Subscription Campaigns

9.2. UITs

9.3. Quarterly Materials

9.3.1. SMAs

9.3.2. Mutual Funds

9.4. Structured Products

9.5. Conferences/Events

10. Dynamic Content

10.1. How to Use

10.2. Creating Lists

10.3. Updating Lists

11. Preferences Page

11.1. Troubleshooting

11.2. Adding Lists

11.3. Connecting in Email

11.4. Analytics