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. This article will detail how to send repeatable emails.
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Marketing Automation | ✓ | ||||
CRM Ultimate | |||||
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CRM Free | |||||
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Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
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Setting Repeatability
To set an email as repeatable, do the following:
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Sending When Editing Emails
You can send to lists and schedule to send an email when editing emails.
To send to lists when scheduling from an open email, do the following:
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