Rescheduling Email and Action Group Events

Lead Gen & CRM enables you to schedule an email to be sent at any time. More than that, you can reschedule emails and events as necessary.

This article will provide information on how to reschedule events.

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Article Contents

• Understanding Scheduling and Rescheduling
• Rescheduling Events Scheduled via Action Groups
• Removing Events Scheduled via Action Groups
• Removing Events Scheduled via Lists or Emails
• Deleting Scheduled Content from the Content Calendar

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Understanding Scheduling and Rescheduling

Scheduling an email is where you set a particular date and time to send an email to contacts or lists. Emails can be sent immediately or at a later date and time.

This is useful, as it allows you to determine when certain emails go out. For example, you may have emails that you want to send for a specific holiday. With email scheduling, you can create an email well in advance, set it to send just before that holiday, and have it be queued to send automatically.

More than that, after scheduling an email, you may need to make changes to the email. In Lead Gen & CRM, you have the option to modify or remove scheduled events before they are sent. This allows you to make changes and reschedule the emails at a later time.

There are two different tabs that populate when sending events are scheduled: Lists and Contacts. The Lists tab is populated with individual sending events when the sending events are scheduled via emails or lists. The Contacts tab is populated with individual sending events when the sending events are scheduled via action groups that send emails.

Rescheduling Events Scheduled via Action Groups

You can only directly reschedule events that were scheduled via action groups that send emails.

To reschedule a scheduled event, start from the Automation > Scheduled Events tab in the left toolbar. 

1. Click the Contacts tab.
   
   
   Note: Rescheduling events in the Lists tab involves removing the event and then scheduling the event again from either a list or an email.
2. Locate the event to be rescheduled and click    Options.
3. Select Reschedule Event.
   
   

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4. Select the new date and time parameters for the event.
5. Click Reschedule and repeat as necessary for every desired contact.
   
   

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   Note: To see the progress of your scheduled events, click View Job History.

Removing Events Scheduled via Action Groups

You can remove events scheduled via action groups.

To remove events, begin from the Automation > Scheduled Events tab in the left toolbar. 

1. Click the Contacts tab.
2. Locate the event to be removed and click   Options.
3. Select Remove.
   
   

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4. Click Delete and repeat as necessary for every desired contact.
   
   

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Removing Events Scheduled via Lists or Emails

You can only remove events that were scheduled by lists or emails.

To remove an event that was either scheduled by a list or scheduled by an email, start from the Automation > Scheduled Events tab in the left toolbar.

1. Click the Lists tab.
2. Locate the event to be removed and click Remove.
   
   

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3. Click Delete.
   
   

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Deleting Scheduled Content from the Content Calendar

You can delete scheduled content - including emails - that have yet to be published from the Content Calendar.

To delete future posts or scheduled content, start from the Content Calendar in the left toolbar. 

1. Click the desired email.
   
   

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2. Click    Delete.
   
   

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3. Click Delete again in the pop-up window that appears. 
   
   

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Deleting within the Content Calendar will unschedule your content. Your emails, blog articles, and social posts will no longer be published when deleted. You cannot delete previously scheduled content that has since been published.