Schedule emails from your CRM
Scheduled emails are available on the Business and Max plans. Upgrade here.
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 higher open rates.
In this article:
| Create scheduled emails | Delete scheduled emails |
| Where to find scheduled emails | Create scheduled email templates |
| Edit scheduled emails | Insert scheduled email templates |
Create scheduled emails
💡 You can schedule up to 2000 emails in the future.
💡 The scheduled email will appear below the Actions on the contact profile.
Additional notes:
- Type in the Next Action field to schedule emails, or use the Insert pop-up to add them.
- To delete the scheduled date and time, click on the Edit button to open the Email editor. Then click on Cancel schedule.
💡 The email will be saved as a draft.
Where to find scheduled emails
Jump up to Article's Overview ⮝Scheduled emails can be found on the Contact profile or the Email Page.
Contact profile
Open the contact → scroll down to the Actions area. You can find scheduled emails under the Scheduled emails subsection.
Email Page
💡 On the Email page, filter scheduled emails by team member or other preset filters.
💡 Scheduled emails can be seen by all users who have access to the Email page.
💡 Focused Users will only be able to see scheduled emails for contacts owned by them.
Edit scheduled emails
Jump up to Article's Overview ⮝Any aspect of the scheduled emails can be edited on the Contact profile or the Email Page.
Contact profile
Open contact → go to Actions → Scheduled emails → click on the Date flag to update the date/time.
Or click on Edit to view it and update any other elements.
Email Page
Go to Email → Scheduled folder → select the email → click the date, time, or downward arrow (↓) to reschedule.
Click Edit to open the Email editor.
💡 Any user who 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
Jump up to Article's Overview ⮝Scheduled Emails can be deleted on the Contact profile or the Email Page.
Contact profile
Open contact → go to Actions → Scheduled emails → bin icon.
Email Page
Go to Email → Scheduled folder → select the email → click on Discard.
To delete an individual scheduled bulk email → hover over the email → click on the bin icon.
💡 To stop a scheduled email but keep it as a draft, click Cancel schedule.
To delete scheduled emails in bulk, select the emails by their checkbox → click on the bin icon.
Create scheduled email templates
Jump up to Article's Overview ⮝
💡 Find more details about creating email templates here.
💡 Email templates used in email sequences need to be marked as visible to all users.
💡 If a template is deleted, any scheduled email using it can’t be used and will appear in red in the Insert pop-up.
💡 Quote block templates cannot be used to create scheduled templates.
💡 Use scheduled email templates in the Autoflow feature.
Insert scheduled email templates
Jump up to Article's Overview ⮝- By typing in the Next Action text field and selecting an option from the dropdown.
Or...
- Open the Insert pop-up → Emails tab, select one or multiple scheduled emails → click Insert.
💡 Click on the Date flag to quickly change the date and time the email will be sent at.