Scheduled emails 

Create scheduled email

1. Go to Communicate > Emails from the dock

2. Click the Scheduled Emails section in the left pane. The Scheduled tab in this section will be selected.
   
3. Click Create New Email button in the right pane.
   
4. Select a recipient group in the resulting dropdown menu. The email editor will be displayed with editing options in the left pane and the Email Design area in the right pane.
   
5. Write a subject for the email in the Subject text box in the Email Design area.
   
6. Click the Send To tab in the left pane. The recipient group that the emails will be sent to is displayed at the top of the pane.
   
1. Click the Advanced filter option. Select the To all or Specific group radio button and use the associated dropdowns to select a segmented group.
7. Click the Content tab in the left pane.
   
1. Add content blocks or elements to the template by clicking and dragging them from the left pane to Email Design area in the right pane.
   
2. Edit information in each content block or element, if necessary. This will be the body of the email.
   
8. Click the Page Style tab in the left pane. The settings from the master template will be applied here.
   
1. Expand the Top Bar section and click the Edit Top Bar button to modify it.
   
2. Expand the Header & Footer Bar section and click the Edit Header or Edit Footer button to modify it.
   
3. Expand the Outer Theme section and click the Edit Outer Theme button to modify it.
   Note: Editing the Top Bar, Header & Footer Bar, and Outer Theme of the email template will disconnect it from the master template. This means that any changes made to the master template will not be synced with the email template after that.
9. Click the Options tab in the left pane.
   
1. Enable the Attach agenda as an ICS File toggle to allow attendees to import the agenda onto their calender.
   
10. Check your final email.
    
1. Click the Preview link in the Email Design area to see how your email will appear.
   
2. Click the Send Test Email link next to the Preview link to get a demo email to your inbox.
   
11. Save or send your email. The email template will be listed in the Scheduled tab under the Scheduled Emails section.
    
1. Click the Save to Draft button to save your changes in a draft.
   
2. Alternatively, click the Save and Schedule button. Select a date and time for the email to be scheduled and click the Save and Schedule button in the resulting pop-up.
   
3. Click the Close button to exit without saving any changes.

Note: Ensure that you publish your event first in order to configure scheduled emails.

Edit scheduled email 

1. Go to Communicate > Emails from the dock

2. Click Scheduled Emails section in the left pane.
   
3. Click the Scheduled or Drafts tab. Emails that you've previously saved will be displayed.
   
4. Click the View button associated with an email, and Select Edit from the drop-down
   
5. Modify the content or design of the email.
   
6. Preview or send test emails to check how your email looks.
   
7. Click the Save and Schedule button. The updated email template will be listed in the Scheduled tab under the Scheduled Emails section.

Duplicate scheduled email

1. Go to Communicate > Emails from the dock.

2. Click the Scheduled emails section in the left pane. The Scheduled tab in this section will be selected. The scheduled emails you've created will be displayed in the right pane.
   
3. Click the dropdown menu associated with an email and select the Duplicate option. The email editor will be displayed with the duplicated email.
   
4. Modify the content or design of the email.
   
5. Preview or send test emails to check how your email looks.
   
6. Click the Save and Schedule button. The duplicated email template will be listed in the Scheduled tab under the Scheduled Emails section.

Move scheduled email to draft

1. Go to Communicate > Emails from the dock.

2. Click the Scheduled Emails section in the left pane. The Scheduled tab in this section will be selected. The scheduled emails you've created will be displayed in the right pane.
   
3. Click the dropdown menu associated with an email and select the Move to Draft option. The email will be moved to the Drafts tab in the Scheduled Emails section.

Delete scheduled email

1. Go to Communicate > Emails from the dock.

2. Click Scheduled Emails section in the left pane. The Scheduled tab in this section will be selected. The scheduled emails you've created will be displayed in the right pane.
   
3. Click the dropdown menu associated with an email and select the Delete option. The email will be deleted.

Note: Deleted emails can't be retrieved again.

Reminder and scheduled emails is a paid feature enabled based on your subscription plan.

Note: If you're using the older edition of emails, refer to our earlier help article on the feature.