Scheduling Emails & eNewsletters

Emails and eNewsletters can be scheduled to send at a specific date and time.

Scheduling an eNewsletter

1. Build your eNewsletter as normal in the eNewsletter builder.

2. On the send screen, you will see two options. One to send immediately, another to schedule.

   

3. A modal will open with a date and time picker.

   

   Note: The time picker defaults to 1 hour in the future.

4. Once you are satisfied, click Schedule, and the eNewsletter will automatically send at the specified time.

Scheduling an Email from the CRM

This process is functionally identical to preparing a scheduled eNewsletter. Simply select the person (or persons) you wish to email then,

1. Click Contact, then select Email.
2. Check the Scheduled checkbox on the send screen.
3. Use the date and time picker to select when you'd like the email to go out.
4. Send as normal.

Note on CC to Self: If you have CC to self enabled when sending a scheduled email, the CC copy is sent to you immediately — not at the scheduled send time. This is intentional behaviour.

Viewing & Cancelling Scheduled Sends

A Scheduled button is available in the News/eNewsletters area. This shows all upcoming scheduled send jobs for both eNewsletters 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.

Once a scheduled send has run, 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 eNewsletters area.