They are great for announcements, newsletters, and any sends that don’t require a trigger on the part of the recipient - just set them up and Marketing Automation will do the rest!
Initial Setup (Create and Schedule Your Email)
You can create a new Scheduled Email in two places:
Calendar: click “Create New” in the top right > Scheduled Email
Emails: When in your calendar, you will see two sub-tabs called “Emails” and “To-Do.” If you click Emails, this will show you a list of all of the scheduled emails you’ve created. You’ll see a “Create New” button in the top right here as well!
Once you’ve clicked “Create New” > Scheduled Email in either of the above places, you’ll be prompted to do the initial setup for your email:
What kind of email: “Full Design” will offer much more creativity and flexibility in content (i.e. clickable buttons, etc.) vs. “Text-Only” which will be simple and text-based.
Email name: This is not visible to recipients!
Date and Time: Your selections here will determine the date and time at which your email sends to your recipients.
Select Your Email Template
We have a number of pre-made email templates that pertain to various sends (Newsletter, Upcoming Events, etc.) Feel free to pick one of these and customize the content, or create your own template to easily use over and over again!
Click “Design this Email” and select your template.
Email Details
Once you’ve selected your template, you’ll see a preview of your email. Before you start editing the design and content of your email, you’ll want to write your subject line, choose your recipients, etc. You’ll do so in Email Details - this will be the first section at the top! Click Edit Details in the top right to start making these choices!
Subject Line and Preview Text: Here is where the creativity starts flowing! Write an awesome subject line and Preview Text to encourage your recipients to click in and read more!
Sending Address, From Name, Reply-To: Select the email address your email will be coming from, the name that will show as the sender, and the email your recipients will reply to. Not seeing an email you’d like to select in the dropdown? You can learn more about adding a verified email address here.
Recipients: Choose who you’d like to send your email to! In this dropdown, you’ll see the option to send to “All Contacts” (all subscribed contacts) or you can select any Segments you’ve made. Click here to learn more about Segments!
Exclude these lists: Similar to selecting your recipients, you can also choose to exclude a group of people from your send. You’ll select this group from the dropdown as well.
Design Your Email (this is the fun part!)
Time to get creative!
Want to add content? Click into any of the options in the menu on the right-hand side and easily drag and drop text blocks, buttons, images and more!
Once you’re happy with the layout of your email, click into your content blocks to edit the text, add images, or hyperlink to buttons. Remember: save as you go! Whenever you make any edits to a content block, you’ll want to hit “Save and Close” at the bottom.
Save Your Email
Once you’re done editing the content of your email, navigate to the upper right-hand corner and click “Save and Exit.” You’ll be prompted with two options:
Save in progress: This option would be used if you’re not quite done editing your email. Saving in progress will save the email in draft form and will not send (even when its scheduled send date rolls around)
Save as ready to be sent: This option solidifies your email as good-to-go. Saving as ready to be sent will cue up your email to be sent on its scheduled date.
Saving Your Email as a Template
If you have created an email that you will be sending frequently, you may want to save it as a template so that you can easily pull it into future scheduled email sends without having to recreate it from scratch every time.
To save a scheduled email as a template, click into the email > click Save as Template > Create a new template or you can Save over an existing template.
Where to Find Your Email and Making Changes
Need to find your email now that it’s been created? Once you’ve saved your email, you can navigate back out to your Calendar. If you scroll down to the date you have your email scheduled to send, you’ll see your email listed under this date (whether in draft form or ready to send.) You can also see a list of your emails by clicking the Emails sub-tab.
Need to make changes? You can click on your email in either of these places and make edits. Just make sure you save every time!
Need to change the status of your email? You can easily go into any drafted email and change its status to “ready to be sent.” Likewise, if you change your mind about an email you have set as ready to send, you can switch it back to “in progress” as long as you do so before its scheduled send date.