Emails are a crucial part of lead generation. Being able to craft an email that will reach a large number of recipients at a personal level is an important way to use SharpSpring. This article details information on how to send an email to a list immediately or schedule an email for a later time.
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Understanding Email Scheduling
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 SharpSpring, 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.
Scheduling Emails from Lists
After creating a list, you can schedule created emails to that list. To send to a list when scheduling emails, do the following:
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Click Contacts > Lists in SharpSpring's top toolbar. |
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Click |
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Choose when to send the email in the Scheduling section of the modal window that appears: |
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Enter the name of the scheduled email in the Email section. |
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Enter the lists or the user tags to exclude sending the email to in the Exclusions section. |
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Optionally, check any or all of the following checkboxes: |
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Click Send. |
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Click Send Email in the modal window that appears. |
Events scheduled in this manner will appear in the Lists tab of the Scheduled Automation Events page.
Scheduling from Emails
You can send to lists directly from the list of available emails. To send to a list when scheduling an email, do the following:
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Click Marketing > Content > Emails in SharpSpring's top toolbar. |
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Hover over the email that will be scheduled. |
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Click |
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Choose when to send the email in the Scheduling section of the modal window that appears: |
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Enter the name of the list of recipients or user tags to send the email to in the Recipients section. |
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Enter the lists or the user tags to exclude sending the email to in the Exclusions section. |
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Optionally, check any or all of the following checkboxes: |
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Click Send. |
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Click Send Email in the modal window that appears. |
Events scheduled in this manner will appear in the Lists tab of the Scheduled Automation Events page.
Scheduling from Action Groups
Scheduling email send events from automation requires the use of an action group that sends an email.
Creating an Email Send Action Group
To create an action group that sends an email, do the following:
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Scheduling the Action Group
Once the email send action group has been created, you can schedule sending events with it. To schedule an action group, do the following:
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Events scheduled in this manner will appear in the Contacts tab of the Scheduled Automation Events page.
Verifying Correct Scheduling
To verify that the email was scheduled correctly, do the following:
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Rescheduling Events Scheduled via Action Groups
Currently, you can only directly reschedule events that were scheduled via action groups that send emails.
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Note: Rescheduling events in the Lists tab involves removing the event and then scheduling the event again from either a list or an email.
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Note: To see the progress of your scheduled events, click View Job History.
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Removing Events Scheduled via Action Groups
To remove an email send event scheduled via an action group, do the following:
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Removing Events Scheduled via Lists or Emails
Currently, you can only remove email send events that were scheduled by lists or emails in the Lists tab. To remove an event that was either scheduled by a list or scheduled by an email, do the following:
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