Schedule emails from your CRM

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.

Scheduled emails are available on the Business and Max plans. Upgrade here.


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

1
Once you are connected to 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 (↓) and select Schedule email.

New Message window l Select the drop-down arrow and Schedule email option


3
Pick a date and time when to send the email to the selected contact(s) → click on the Schedule button.

In the Schedule popup select the date and time for your email and click Schedule button.


💡 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.

Contact page | Insert scheduled emails from the Insert button or the Next Action field


  • To delete the scheduled date and time, click on the Edit button to open the Email editor. Then click on Cancel schedule.

Message Editor | Cancel schedule

💡 The email will be saved as a draft.


Where to find scheduled emails

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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.

Contact page | scheduled emails are displayed below the Next Action box


Email Page

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

Email page | Scheduled folder


💡 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 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

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Any aspect of the scheduled emails can be edited on the Contact profile or the Email Page.


Contact profile

Open the contact → scroll down to the Actions area, Scheduled emails subsection → click on the Date flag to update the date/time of the scheduled email.

Contact profile | Select date flag in front of the scheduled email to reschedule the email.


Or click on the Edit button to view the Email editor for updating any other elements.

How to Edit scheduled email


Make any required changes and click the Update button.


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 reschedule.

To open the Email editor, click on the Edit button.

Editing scheduled emails on the Email page


Make any edits as needed or add an email template in the email pop-up window → click the Update button to save your changes.


💡 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

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

Contact profile

Open the contact → scroll down to the Actions area, Scheduled emails subsection → click on the bin icon.

Discard scheduled email


Email Page

Go to the Email Page → click on the Scheduled folder in the left-hand side menu → select the email you wish to delete → click on the Discard button

Discard scheduled email


To delete scheduled emails individually, hover over the email with your cursor → click on the bin icon.

Delete individual scheduled email


💡 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 desired emails using the bulk selector or individual emails by selecting the checkbox beside them.

Delete multiple scheduled emails


Create scheduled email templates

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1
Open a contact → scroll down to the blue Next Action box → select Insert button.

Contact profile | Insert button above the Next Action box


2
Select the Email tab → click on Schedule Template.

Insert pop-up | Email tab | Schedule Template


3
Select a template and set a date and time when it should be sent → click Save.

Select email templates to create a scheduled email template


💡 Find more details about creating email templates here.

💡 Email templates used in email sequences need to be marked as visible to all users.

💡 If an email template is deleted, then a scheduled email template containing that email template cannot be inserted/used, and it's marked red in the Insert pop-up.

💡 Quote block templates cannot be used to create schedule templates.

💡 Use scheduled email templates in the Autoflow feature.


  • Create new email templates from the Insert pop-up window.

    • Contact profile | Insert pop-up | Schedule email | Create new email template


  • Edit email templates from the Insert pop-up window by clicking on the pencil icon.

    • Contact profile | Insert pop-up | Schedule email | Edit email template


  • To delete a scheduled email template → hover over the template → click on the bin icon.

    • Contact profile | Insert pop-up | delete email template


    Insert scheduled email templates

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    1
    There are two ways to insert an scheduled email templates:
    • By typing in the Next Action text field and selecting an option from the dropdown.

    Contact page | Insert scheduled emails from the Insert button or the Next Action field


    Or...
    • Open the Insert pop-up → Emails tab, select one or multiple scheduled emails from the list → click Insert.

    Insert pop-up | Emails tab | select scheduled email template and click on Insert


    2
    Once emails are inserted, you can edit them if needed on the Contact page.

    Contact profile | hover over the scheduled email sequences under the Next Action box to edit them.


    💡 Click on the Date flag to quickly change the date and time the email will be sent at.

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