By default, SharpSpring does not allow for repeat emails to be sent to a lead. This is a protective feature to prevent SharpSpring users from accidentally sending the same email for a second time—or intentionally spamming recipient inboxes with unwanted emails. SharpSpring does enable you to override this setting in order to send an email to a lead multiple times. Repeatable emails are important for situations like providing an appointment confirmation, responding to a customer service request, or testing emails and workflows.
The following user roles can create and edit emails:
- Company Managers
- Marketing Managers
Email features are accessed through the toolbar.
To set an email as repeatable, do the following: