Schedule emails to be sent later
Schedule emails for later is a feature that allows you to write an individual or group email at any time and schedule it to be sent in the future. You can also choose to use one of your saved email templates or ask our AI to write it for you.
Scheduling emails
From the Sales Inbox
To schedule an email so it‘s sent later, in your Sales inbox, click + New email, or select a draft email.
Once you finish composing your email, click the arrow next to the “Send” button to open the dropdown menu and then “Send later” to schedule your email.
You can see all your scheduled emails in the outbox folder of your Sales Inbox.
From the detail view
Emails can also be scheduled from the detail view of your contacts and deals. Just click on the Email tab and compose your message.
Once you schedule an email, it will appear under the Focus section.
Group emails
You can also schedule your emails for later while using the group emailing feature.
When sending group emails or emails scheduled for the same time, there will be a 30-second delay between each email to prevent your provider from blocking you. You can send up to 100 emails in each group email.
Set a time and date for sending the email
From the Sales Inbox, the detail view (contact or deal) or the group emailing feature, you’ll have the option to select from some set times or pick a custom date and time to send your email. The time shown is always set to your time zone.
Once you select a date and time, you’ll see the scheduled emails in your outbox folder or on the focus section of the detail view. From there, you can click on each email to view its details, delete or cancel it.
Canceling and deleting emails
When cancelling a scheduled email before it is sent, you‘ll be faced with two options:
- Cancel and move to drafts: This will return the email to the drafts folder and enable you to edit its contents. After you‘re done editing, you can send it right away or schedule it again, following the same process outlined above.
- Cancel and delete: This will cancel sending the email and delete the whole message permanently. You won‘t be able to recover it afterward.
There are two main places where you can cancel scheduled emails:
From the Sales Inbox
Click the outbox to see your scheduled emails. Both single and group emails will remain here until they‘re sent.
To help differentiate between them, the icon on the left of the name will show one (single recipient) or more people (more than one recipient).
Select the message you wish to cancel, click “...” and choose the desired option.
From the detail view
In the deal or contact detail view, you‘ll see scheduled emails under the Focus section. Click on “...” and choose the desired option.
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