Scheduling eMarketing Emails

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Won't be near a computer the day your email needs to go out? Schedule it ahead of time and take back that part of your day.

Scheduling a Send Date

1 Access the Email Details page. Select Emails in the blue navigation bar. Open the email you want to schedule by clicking its name.

Hover over Send Email and click Schedule Send.

2 Add recipients. Narrow your list of contacts using the filters in Step 1 of the wizard. Ensure you're not blasting recipients with duplicate emails by switching "Only search for contacts who have not received this email in the last 6 months" to Yes.

Under Contact Groups, select a distribution list by checking the box next to its name.

 
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Consider adding an Advanced Filter to further narrow recipients. For example, don't want members of your organization to receive this email? Choose Company from the first dropdown, does not equal from the second, and type your organization's name in the Value field.
 
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Click Search.

Review the list of recipients. To add more filters, click Edit Search. Once you're satisfied, click Schedule Send.

3 Schedule your email's delivery. Enter a date and time in the appropriate fields. Select a time zone from the dropdown.

 
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Once you're done, click Confirm Schedule.

 
NOTE: You can update the email's send date before it's sent under History and Schedule in the Details tab.

Editing or Deleting a Schedule

1 Open the email. Select Emails in the blue navigation bar. Open the email by clicking its name.

2 Edit or delete the scheduled send date. Scroll down to the History and Schedule section. Click the arrow to right of the scheduled date.

 
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Click Edit to change the recipients or update the scheduled send date. Or, click Delete, then Confirm, to remove it entirely.

 

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