Actions allow you to view what emails are part of the campaign as well as their trigger conditions. 


Triggers are

  • Dates,
  • Lead details,
  • Loan details, and more


Viewing Actions

  1. On the left navigation, click Campaigns > Auto Campaigns
  2. Under the Actions column, click Actions > View Actions.


PRO TIP: Clicking Preview Email allows you to view the email that is scheduled to send.