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 have access to edit emails:
- Administrator
- Marketing Manager
Step-by-Step Guide
Follow these steps to edit an email repeatability.
Step One: On the toolbar, hover over Content, then in the drop-down, click Emails. Find the email that you want to use or create a new email.
If you need help with a new email, click to review the article Creating and Editing Emails.
Step Two: On the left-side, click Send Settings.
Step Three: Click the checkbox next to Can send multiple times to one person.
Step Four:On the top right, click Save.
The Repeatable Email Badge
When creating an Action Group, repeatable emails are identified with a Repeatable badge as shown below.
