Scheduled emails allow you to schedule a one-off email to be sent at a certain date and time, to a specified group of recipients.
They are great for announcements, newsletters, and any sends that doesn’t require a trigger on the part of the recipient - just set them up and Marketing Automation will do the rest!
Creating and Scheduling your Email
Navigate to the Calendar > select Create New > Scheduled Email.
You'll then be prompted to initially set up your email:
What kind of email:
“Full Design” will offer much more creativity and flexibility in content (i.e. clickable buttons, etc.)
“Text-Only” which will be simple and text-based.
Email name: This is for internal use only and not visible to recipients!
Date and Time: These selections will determine the date and time your recipients will receive the email.
Click Design this Email to select from existing email templates or create your own!
Click Select.
Adding Details and Designing your Email
Once you’ve selected your template, you’ll see a preview of your email.
Before you start editing the design and content of your email, you’ll need to add details like your subject line, your recipients, etc.
Click Edit Details at the top right of your screen.
Fill in the following details:
Subject Line and Preview Text: Write the subject line and preview text to encourage your recipients to click in and read more!
Sending Address, From Name, Reply-To: Select the email address your email will be coming from, the name that will show as the sender, and the email your recipients will reply to.
*Note: Not seeing an email you’d like to select in the dropdown? You can learn more about adding a verified email address here.
Recipients: Choose who you’d like to send your email to! In this dropdown, you’ll see the option to send to “All Contacts” (all subscribed contacts) or you can select any Segments you’ve made. Click here to learn more about Segments!
Exclude these lists: Similar to selecting your recipients, you can also choose to exclude a group of people from your send. You’ll select this group from the dropdown as well.
If you'd like to add content, click into any of the options in the menu on the right-hand side to drag and drop text blocks, buttons, images, etc.
Once you’re happy with the layout of your email, click into each content block to edit the text, add images, or hyperlink to buttons.
💡 Save as you go! Whenever you make any edits to a content block, you’ll want to hit Save and Close at the bottom.
Saving your Email
Once you’re done editing the content of your email, navigate to the upper right-hand corner and click Save and Exit.
You’ll be prompted with two options:
Save in progress: Use this option if you’re not quite done editing your email. Saving in progress will save the email in draft form and will not send (even when its scheduled send date rolls around)
Save as ready to be sent: This option solidifies your email as good-to-go. Saving as ready to be sent will cue up your email to be sent on its scheduled date.
Optional: Saving your Email as a Template
If you've created an email that you'll be sending frequently, you may want to save it as a template to quickly pull it into future emails without having to recreate it from scratch.
Click into the email > click Save as Template > Create a new template or Save over an existing template.
