Scheduling the Sending of a Marketing Email

Unifyr Support
Unifyr Support
  • Updated

Schedule the sending of emails to plan and create a timeline for your campaign activities.

When you schedule an email, you pick a date and time for it to be sent to selected recipients.

To schedule an email:

  1. Navigate to your My Campaigns page.
  2. Click the name of the campaign that contains the email you want to schedule. This takes you to the activity dashboard for the campaign.
  3. Under Mailings, click the name of the email you want to schedule. 
  4. Click Edit and navigate to the Scheduling tab.

    Note: You may need to complete other required actions before scheduling the email. If scheduling is not available, you should personalize the email and assign it contacts before continuing.

    portal_email_edit_scheduling.png

  5. In the Scheduling tab, you have access to these actions:
Preview

Page through the email to see how it will appear to partners.

Send Test

Click Send Test to send yourself a test email before publishing to your contacts. Test emails do not count toward your email allowance.

Send now

Click Send now to send the email to the assigned contacts immediately. There is a 3 minute grace period after clicking the button, before the email is sent.

Send at a specific date and time

Click Send at a specific date and time to set a future date and time to send the email. Use the Delivery Date calendar to set a date and the Delivery Time clock to set a time.

  1. Click Schedule.

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