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Scheduling Emails

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Taylor Glass
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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. 

The following user roles can schedule and send emails:

  • Administrators 
  • Marketing Managers


Article Contents


Scheduling and Sending: Video Walkthrough

The following video provides information on how to schedule and send emails.
 




Sending Emails from Lists

To send emails from lists, do the following:

  1. In SharpSpring's top toolbar, click 
    Automation > Lists.
  2. Locate the desired list.
  3. Click  cog.png  Options > Send Email to List.
  4.  Select the Time and Date.
  5. To the left of the email name, click the circle.
  6. Click Schedule Email.
  7. Click Send Email.
  



Click to enlarge.
Note: To send the email to a test list, select send to everyone on the list, even if those who have already received the email.

 


Sending from Emails

To send from an email, do the following:

  1. In SharpSpring's top toolbar, click 
    Content > Emails.
  2. Locate the desired email.
  3. Click the email.
  4. Click Send.
  5. Select the Time/Date.
  6. Click the checkbox next to lists to send to.
  7. Click Schedule Email.
  8. Click Send Email.
  



Click to enlarge.
Note: To send the email to a test list, select send to everyone on the list, even if those who have already received the email.

 


Verifying Correct Scheduling 

To verify that the email was scheduled correctly, do the following:

  1. In SharpSpring's top toolbar, click 
    Automation > Scheduled Events.
  2. Click the Contacts tab.
  3. Locate the email to verify.
  4. View the scheduled time parameters.
  5. Optionally, to see the progress of your scheduled events, click View Job History.
  


Click to enlarge.


Rescheduling Emails

To reschedule scheduled emails, do the following:

  1. In SharpSpring's top toolbar, click 
    Automation > Scheduled Events.
  2. Click the Contacts tab.
  3. Locate the email to reschedule.
  4. Click  cog.png  Options > Reschedule Event.
  5.  In the window that appears, enter a new time and date.
  6. Click Reschedule.
  


Click to enlarge.


Deleting Scheduled Emails

To delete a scheduled email, do the following:

  1. In SharpSpring's top toolbar, click 
    Automation > Scheduled Events.
  2. Click the Contacts tab.
  3. Locate the scheduled email to remove.
  4. Click  cog.png  Options > Remove.
  5. Click Delete.
  


Click to enlarge.


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