Scheduled Emails allow you to send one-off email communications to be delivered at a specific date and time to a select group of recipients. They’re ideal for announcements, newsletters, and other communications that don’t require recipient interaction—just set it and Xplor Growth takes care of the rest!
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:
Choose Full Design for more customization options (like clickable buttons and images), or Text-Only for a simpler, plain-text email.Email Name:
This is for internal use only—recipients won’t see it.Date and Time:
Select when you’d like your email to be sent.
Select Your Email Template
We offer a variety of pre-made templates for different use cases like newsletters, event announcements, and more. You can choose one of these and customize it, or create your own reusable template from scratch.
Click Design this Email to select your template and begin customizing.
Email Details
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:
Craft a compelling subject line and preview text to encourage opens.Sending Address, From Name, and Reply-To Email:
Choose which verified email address your message will come from, the name shown to recipients, and the reply-to address.
Tip: Need help adding a verified email address? Learn how here.Recipients:
Choose who should receive your email. Options include:All Contacts (all subscribed contacts)
Specific Segments you’ve created
Need help with segments? Click here.
Excluded Lists:
You can also exclude specific groups from your send.
Design Your Email
Now it’s time to get creative!
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:
Use this if you’re not done editing. The email will be saved as a draft and will not be sent, even on the scheduled date.Save as Ready to be Sent:
This marks your email as finalized and will queue it to send on the scheduled date and 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.
Find and Edit Your Scheduled Email
To locate your email after it’s been created:
Go to the Marketing Calendar and adjust the date range on the calendar to view the desired date.
Or, click the Emails sub-tab to see a full list of emails and filter by status
To make edits, simply open the email and click Edit this Email. Be sure to save after making any changes!
Need to update the email’s status?
Change a draft to “Ready to be Sent” when it’s finalized.
Or switch it back to “In Progress” if you need to make edits—just be sure to do this before the scheduled send date.
Need to update the email's scheduled date or time?
Set the email status as “In Progress” and then click on the current scheduled date and time in the top right corner to update it
