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Add email template to CTA created by Rule

  • March 23, 2018
  • 1 reply
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kara_kogelman
When using the Rules Engine to create a CTA, I would like to attach an email template to that CTA.  Is the only way to do this to create a playbook and associated that playbook to my rule?  

Best answer by dan_ahrens

That's correct, Kara. Email Assist tasks live inside of a Playbook. 

1 reply

dan_ahrens
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  • March 23, 2018
That's correct, Kara. Email Assist tasks live inside of a Playbook.