Scheduled Emails let you send one-time messages to a selected group at a specific date and time—perfect for announcements, newsletters, and other non-interactive updates.
Create and Schedule Your Email
To create a Scheduled Email, navigate to Marketing > Marketing Calendar > Create New > Scheduled Email
You’ll be prompted to make a few selections:
Email Type
Full Design: customization options like clickable buttons and images
Text-Only
Email Name: Internal use only—recipients won’t see it.
Date and Time: When you’d like your email to be sent.
Email Template and Details
Choose from pre-made templates or design your own from scratch. Click Design this Email to pick a template and start customizing.
After selecting your template, you’ll see a preview of your email. Before editing the content, complete the Email Details section—this is located at the top of the page. Click Edit Details in the top-right corner to get started.
Here’s what you’ll configure:
Subject Line & Preview Text:
Sending Address, From Name, and Reply-To Email:
Recipients:
All Contacts (all subscribed contacts)
Excluded Lists: You can also exclude specific groups from your send
Design Your Email
Use the menu on the right-hand side to drag and drop text blocks, buttons, images, and more into your layout. Once your layout is set, click into each content block to edit text, insert images, or add hyperlinks.
Remember to save your changes as you go by clicking Save and Close at the bottom of each content block.
Save Your Email
When you’re finished editing, click “Save and Exit” in the top-right corner. You’ll be given two saving options:
Save in Progress: The email will remain a draft and won’t be sent.
Save as Ready to be Sent: Ready to send on scheduled date/time
Save Your Email as a Template
If you’ve created an email you’d like to reuse in the future, save it as a template:
Open the email.
Click Save as Template.
Choose to Create a New Template or Save Over an Existing One.
Edit Your Scheduled Email
To find your email, go to the Marketing Calendar and adjust the date range, or open the Emails sub-tab to view all emails and filter by status.
Open the email and click Edit this Email.
Updating an email’s status
Change a draft to Ready to be Sent when it’s finalized.
Switch to In Progress to make edits—do this before the scheduled send date.
Updating the scheduled date or time
Set the status to In Progress, then click the scheduled date and time in the top right corner to update it.
Metrics
If you click into any sent email, you will be able to view the following metrics:
Sent - how many users the email was sent to
Opened - how many customers opened the email
Clicked - how many customers clicked a link or button in the email
Bounces - how many emails were rejected by an inbox, possibly indicating an invalid email address
Unsubscribed - how many customers chose to unsubscribe to your emails after receiving this message
You can also click on each metric to view the specific details of who took each action.
Delete
To delete an email, select your email > trashcan icon at the top right of the screen.
