Version: 7

More on this topic:


Upcoming live webinars:

No events found.

View full webinar calendar







Scheduling an email allows you to compose an email now and schedule it to go out within the next 45 days. This is a great tool for when you know you have an upcoming event, such as an open house, a holiday or birthday greeting, or quick announcement. You can prepare your messaging while it is fresh in your mind, add your contacts, and schedule the email to go out just prior to the event.

On this page you’ll learn how to:

Schedule an Email

First, you will need to compose your message. You can find the Compose Email form by going to the Email & Reminders tab and selecting Compose Email from the drop down menu.

After composing your message, you’ll want to add your contacts and a subject line.

Now, click in the Deliver field, under the Send Now button. A calendar will open. The current date will be in yellow.

Click the date that you would like to have your email sent on. The Deliver field will change to the date you selected and the Send Now button will change to Schedule.

Back to top

View or Edit Your Scheduled Email

To view all of your scheduled emails, you’ll want to return to the Scheduled Email page. To get there, hover over the Email & Reminders tab and select Scheduled Email from the drop down menu.

To make changes to the email, click the Edit  icon in the Actions column, or select any of the blue links (outlined in red below) and you will be taken to the Compose Email page where you will finish making your changes.

To delete a scheduled email, click the Delete icon in the Actions column.  When prompted, confirm that you want to delete the email.

Back to top

Helpful Tips:

If you are sending time-sensitive material, it is a good idea to schedule your email to arrive at least a day or two in advance, to make sure your contacts receive and read email in time.

Additional Resources: