• Only Admin has the access to use the schedulers function in the platform.
  • To enable schedulers, click on Profile Icon > Platform Settings – General > Schedulers.
  • Schedulers helps to have the regular automated follow up emails that will trigger automatically by providing required details as shown below.
  • You can select the start and end dates with fixed time and set the period by selecting days and its occurrence duration. Also, Select the relevant application and provide the conditions to trigger the schedule.
  • Thus, schedulers helps to schedule emails notification which can trigger automatically based on specific conditions. It is a onetime setup process.