SharpSpring enables you to send an email to a list immediately or schedule an email for a later time. 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. Scroll down for Step-by-Step Guides.
The following User Roles can schedule and send emails:
- Administrator
- Marketing Manager
Step-by-Step Guide
Use the following steps to schedule, send, and verify timing of emails.
There are three sections.
Send From a List
Step One: On the toolbar, hover over Automation, then in the drop-down, click Lists.
Step Two: Use the search or scroll down to find the list you want to send the email to. On the right, click Options, then click Send Email to List.
Step Three: Complete the following to schedule the email.
- Select the Time/Date.
- To the left of the email name, click the circle.
- On the bottom right, click Schedule Email.
NOTE: If you would like to send the email to a test list, you can select the option Make Repeatable send to everyone on the list, even if those who have already received the email. This will overwrite the SharpSpring default rule that you cannot allow an email to be sent to the same person more than once.
Step Four: On the pop-up, review the send and if you are ready, on the bottom right, click Send Email.
Send From an Email
Step One: On the toolbar, hover over Content, then on the drop-down, click Emails.
Step Two: Search for the email that you want to send. There are two ways to find the email.
- Start to type in the Filter Email field, then click to open the email. Once it opens, on the top right corner, click Send.
- Click a folder or scroll down to find the email, then hover over and click the envelope icon to open the send screen for the email.
Step Three: Perform the following to set the email send:
- Select the Time/Date
- Search for the lists you want to send to, then on the left of the list name, click the Checkbox.
- On the bottom right, click Schedule Email.
Step Four: On the pop-up, review the send and if you are ready, on the bottom right, click Send Email.
Verifying the Email is Scheduled Correctly
Step One: On the toolbar, hover over Automation, then in the drop-down, click Scheduled Events.
Step Two: Email events will be identified by an envelope icon. Find the email you want to verify. If you want to reschedule the email, on the far right, under Actions, click X Remove.
Step Three: The contacts tab will show the scheduled events. To reschedule, look to the right-side, click the Options button, then select Reschedule Event or Remove.
TIP! To see the progress of your scheduled events, on the top right, click the View Job History button.