1. In the diagram, click the Production icon above the touchpoint to open the Production dialog box.
2. Fill in the Headers.
3. From the Body list, select an email document or create an email document using the email editor.
4. From the List dropdown list, select an existing
recipient list or click Add
to add a new list.
By default, All Recipients is selected.
To edit an existing list, select it and click Edit
.
5. In the Settings area, define the account email settings.
6. In the Schedule field, set up scheduling
definitions.
By default, scheduling is not active and the email is sent immediately
Scheduling becomes Active once the project is set to Live.
7. Click Save and then Close to exit the Production dialog box.
Once a document has been associated with a touchpoint and the touchpoint has been saved, the document becomes available for preview when clicking the node title link in the diagram.