Scheduled Emails

Increase the effectiveness of your email communication by scheduling emails. It enables you to send your messages at times when they are most likely to be received and responded to. For example, emails sent after lunch or first thing in the morning, have greater open rates.

Plans: Scheduled emails are available on the Business plan.

Create scheduled emails

1
Once you are connected to either of our two options for the Email sync → Open a new email.
2
Select a contact's email address → add content to the subject line and/or the body of the email → click on the downward arrow (<) to the right of the Send button.

New Message window l Select the drop-down arrow on left side of the

3
Pick a date and time when to send the email to the selected contact(s) → hit Enter and the scheduled time will be displayed at the bottom of the pop-up window in a blue banner → click Schedule.

In the Date Picker select the date and time for your email and hit enter.

Notes:

  • In case you need to edit the date and/or time, click on the date, time, or downward arrow (<).
  • To delete the scheduled date and time, click on Remove.

Where to find scheduled emails

Scheduled emails can be found on the Contact Page or the Email Page.

Contact Page

Open the contact → scroll down, below the Next Action.

Note: Scheduled emails for bulk emails are only accessible on the Email Page.

Email Page
Go to the Email Page → click on the Scheduled folder in the left-hand side menu.

Notes:

  • On the Email Page, scheduled emails can also be filtered by team members or other predefined filters.
  • Scheduled emails are visible to all Users within your CRM, that have access to the Email Page.
    • Focused Users will only be able to see scheduled emails for contacts owned by them.

Edit scheduled emails

1
The date and time of scheduled emails can be edited on the Contact Page or the Email Page.

Note: To edit the content of scheduled emails, please cancel the schedule first. The email will be saved as a drafted email and can be edited.

Contact Page

Open the contact → scroll down, below the Next Action → click on Show to view the full email → select the date, time, or downward arrow (<) in the blue banner to access the Date picker.

Email Page

Go to the Email Page → click on the Scheduled folder in the left-hand side menu → select the email you wish to edit → click on the date, time, or downward arrow (<) in the blue banner to access the Date picker.

2
Make any edits as needed or add an email template in the email pop-up window.

Notes:

  • Any user that has visibility to the scheduled email can update the send time of the email.
  • The content of scheduled emails can only be edited by the owner of the scheduled email.

Delete scheduled emails

Scheduled Emails can be deleted on the Contact Page or the Email Page.

Contact Page

Open the contact → scroll down, below the Next Action → click on Show to view the full email → Cancel schedule.

Email Page
1
Go to the Email Page → click on the Scheduled folder in the left-hand side menu.
2
Scheduled emails can be deleted individually or in bulk.
  • To delete scheduled emails individually hover over the email with your cursor → click on the bin icon.
    Alternatively, you can open the email and click on the bin icon within the email.

    • Note: In case you need to stop the scheduled email from sending but still wish to keep it as a draft, click on Cancel schedule.

  • To delete scheduled emails in bulk, select the appropriate emails using the bulk selector or individual emails by selecting the checkbox beside them.

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