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Drip email campaign activity settings

The drip email campaign activity section is located on the first page when logging in to your Point2 account. Here you can view and manage scheduled drip email campaign activities for the day. A list of campaign activities will be displayed that will be sent out that night and helps you stay on top of what activities are scheduled for your prospects.

To skip or include an activity:

  • Sign in to your Point2 account at www.point2.com
  • In the Drip Email Campaign Activity box, locate the activity you want to skip or if it's already been skipped, to include

  • To view more than today's activities, click Show upcoming activities to display up to 5 days
  • Next to the activity click Skip to remove the activity from being sent (a line will strike through skipped activities)
  • To include an activity that had been previously skipped, click Include

To manage all campaign activities:

  • Sign in to your Point2 account at www.point2.com
  • In the Drip Email Campaign Activity box click Manage activities

  • Use the Skip or Include button in the left column to have the activity included or skipped
  • To preview the email or activity being sent out, click the subject of the activity
  • Click the name of the prospect to manage the specific prospect
  • To edit the Campaign emails, click the title of the campaign located in the Campaign column
  • To remove the prospect from the entire Campaign, click Remove from campaign in the right column

To view all campaigns:

  • Sign in to your Point2 account at www.point2.com
  • In the Drip Email Campaign Activity box, click View Campaigns

Click here for instructions to edit drip email campaigns.

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