Schedule an Email Send

On the Email Send record, there is a field called Send Immediately. This field allows you to choose either to send out an Email Send immediately when the Send button is clicked, or schedule the Email Send to be sent out at a later date and time.

Whether you choose to send your Email Send now or at a later time, You have to click the Send button, or the Email Send will never go out.


Sending Now

After you have finished setting up your Email Send record, if you want to send your Email Send out now, set Send Immediately to Yes, save your Email Send, then click the Send button at the top of the Email Send.

After your email has been sent out, you can find it in the Sent view of Email Sends.

Sending Later

If you want to schedule your Email Send so that it will be sent at a later date and time, set Send Immediately to No. When the field is set to No, the Send On field to the right of it will be activated. Send On allows you to select a specific date and time that your Email Send will be sent out. The time zone used for the Send On time is the time zone set for the CRM User who is viewing the record.

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After you specify when you want the Email Send to be sent, save your Email Send, then click the Send button.

NOTE: After making any changes to the Email Send, you MUST save the record prior to clicking Send.

After you click the Send button, your Email Send will be placed into the Scheduled view of Email Sends until the set delivery time arrives. At this point, the Email Send will be sent out and moved to the Sent view.

scheduled view

NOTE: If you choose No for Send Immediately, you still must save the Email Send record and then click the Send button, or the Email Send will never be sent out.

If for some reason you need to cancel an Email Send in the Scheduled before it is actually sent out, you can do that through the method described here. If you chose to send your email immediately, there is no way to cancel it.


Sending Now

After you have finished setting up your Email Send record, if you want to send your Email Send out now, set Send Immediately to Yes, save your Email Send, then click the Send button at the top of the Email Send.

send immediately yes

send button

After your email has been sent out, you can find it in the Sent view of Email Sends.

Sending Later

If you want to send your Email Send at a later date and time instead, set Send Immediately to No. When the field is set to No, the Send On field to the right of it will be activated. Send On allows you to select a specific date and time that your Email Send will be sent out.

send immediately no

After you specify when you want the Email Send to be sent, save your Email Send, then click the Send button.

NOTE: After making any changes to the Email Send, you MUST save the record prior to clicking Send.

send button

After you click the Send button, your Email Send will be placed into the Outbox view of Email Sends until the set delivery time arrives. At this point, the Email Send will be sent out and moved to the Sent view. Note that if you choose No for Send Immediately, you still must save the Email Send record and then click the Send button, or the Email Send will never be sent out.

If for some reason you need to cancel an Email Send in the outbox before it is actually sent out, you can do that through the method described here. If you chose to send your email immediately, there is no way to cancel it.


Feature Added: Original
Feature Updated: 8.9.0
ClickDimensions Version Need: Any