By default, Lead Gen & CRM does not allow for repeat emails to be sent to a lead. This is a protective feature to prevent users from accidentally sending the same email a second time—or intentionally spamming recipient inboxes with unwanted emails.
Lead Gen & CRM 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.
In this article, you'll learn how to send repeatable emails.
Article Contents
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Setting Repeatability
To set an email as repeatable first, create or edit an email from the Email page in the left toolbar.
- Click
Send Settings in the left panel. - Check the Can send multiple times to one person checkbox.
- Click Save.
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Sending When Editing Emails
You can schedule an email to be sent, or send an email to a list, while you are editing emails. To schedule and send an email to a list, from the email editor, start from the Emails tab in the left toolbar.
- Hover over the repeatable email to be sent and click
Edit Email.
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- Click on Send Settings.
- Make sure the email is set as repeatable.
- Click Send.
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- In the Scheduling section, choose when to send the email.
- In the Recipients section, enter the list of recipients, or the user tags, to send the email to.
- In the Exclusions section, enter the lists or user tags to exclude from receiving the email.
- Optionally, decide if you'd like to Exclude recipients with low engagement.
- Click Send.
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- Click Send Email on the modal window that pops up.
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