Emails and eNewsletters can be scheduled to be sent at a specific date and time. Scheduling lets you plan your communications ahead of time, and may be useful for announcements or reminders.
Scheduling an eNewsletter
- Build your eNewsletter as normal in the eNewsletter builder.
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On the send screen, you will see two options. One to send immediately, and another to schedule.
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Clicking the Review and Schedule button will open a modal with a date and time picker.
Note: The time picker automatically defaults to 1 hour in the future.
- Select your preferred date and time and click Schedule. The eNewsletter will now automatically send at the specified time.
Scheduling an Email from the CRM
This process is functionally identical to preparing a scheduled eNewsletter.
- First, select the person (or persons) you wish to email.
- Click Contact, then select Email.
- Tick the Scheduled checkbox on the send screen.
- Use the date and time picker to select when you'd like the email to go out.
- Send the email as normal. The email will now automatically send at the specified time.
Note on CC to Self: If you have CC to self enabled, the CC copy is sent to you immediately - not at the scheduled send time.
Viewing & Cancelling Scheduled Sends
You can see all of your upcoming scheduled send jobs in the News/eNewsletters area, under the Scheduled button. This shows jobs for both eNewsletter and CRM emails.
From this view you can:
- See what is queued to go out and when.
- Cancel a scheduled send before it goes out, by selecting the red rubbish can to the right of the job.
Once a scheduled job has sent, it will no longer appear in this list.
Tips
- Always double-check the scheduled date and time before confirming - particularly the year and month on the calendar, as they only update once you tap a date.
- You can cancel a scheduled send at any time before it goes out using the Scheduled view in the News/eNewsletters area.