Schedule and Send Emails

This lesson shares instructions for sending your emails automatically by scheduling them.

How to Schedule Emails

1. To start, return to the Email page within your data capture by clicking "Emails" in the data capture navigation menu.

2. By default, you should see the Automated Scheduling page. If you do not, click "Schedule" in the emails sub-navigation menu on the top right of the screen.

3. To schedule an email, select a type of email in the first drop-down menu on the left, and select an option in the drop-down menu.

4. Next, select a date and time to send your email.

Keep in mind the timezone that is selected to ensure it sends at the correct time.

5. Last, choose a specific email template from your ecosystem email template library. If you need to add or edit your template, return to the library to do it there first before you continue.

6. Once you select your template, the email is scheduled automatically.

You can view scheduled emails on the calendar on the right side of the screen.

Add more emails to schedule by clicking the small "add" icon to the right of your first scheduled emails.

NOTE: Your emails will be sent once scheduled. You do not need to click 'save' or 'send' or do anything else. If you change your mind and do not want your scheduled emails to go out, change their send date/time or delete them from the list of scheduled emails. 

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