Sending Repeatable Emails

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. Article Contents Setting Repeatability Sending When Editing Emails	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

To set an email as repeatable, do the following:

Click to enlarge.

To send to lists when scheduling from an open email, do the following:

Click Marketing > Content > Emails in SharpSpring's top toolbar.
Hover over the repeatable email to be sent.
Click Edit Email.
Ensure that the email is set as repeatable.
Click Send.
Choose when to send the email in the Scheduling section of the modal window that appears:

• As soon as possible

• At a designated time
Enter the name of the list of recipients or user tags to send the email to in the Recipients section.
Enter the lists or user tags to exclude sending the email to in the Exclusions section.
Optionally, check any or all of the following checkboxes:

• Exclude recipients who have
already received this email

• Exclude recipients with low
engagement
Click Send.
Click Send Email in the modal window that appears.

Click to enlarge.

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