Scheduling Emails

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. Article Contents Scheduling Emails from Lists Scheduling from Emails Verifying Correct Scheduling Rescheduling Emails Deleting Scheduled Emails	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


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

After creating a list, you can schedule created emails to that list. To send to a list when scheduling emails, do the following:

1.	In SharpSpring's top toolbar, click Contacts > Lists.	Click to enlarge.
2.	To the right of the list that will be scheduled in an email, click Options > Send Email to List.
3.	In the Scheduling section of the modal window that appears, choose either to send the email: • As soon as possible • At a designated time
4.	In the Email section, enter the name of the email to schedule for sending.	Note: You can only select either one list or one tag to exclude. Currently, you cannot select multiple lists, multiple tags, or a combination thereof.
5.	In the Exclusions section, enter either the list or the user tag to exclude sending the email to.
6.	Optionally, check any or all of the following checkboxes: • Exclude recipients who have already received this email • Exclude recipients with low engagement
7.	Click Send.
8.	In the modal window that appears, click Send Email.

You can send to lists directly from the list of available emails. To send to a list when scheduling an email, do the following:

1.	In SharpSpring's top toolbar, click Content > Emails.	Click to enlarge.
2.	Hover over the email that will be scheduled.
3.	Click Send to List.
4.	In the Scheduling section of the modal window that appears, choose either to send the email: • As soon as possible • At a designated time	Note: You can only select either one list or one tag to exclude. Currently, you cannot select multiple lists, multiple tags, or a combination thereof.
5.	In the Recipients section, enter the name of the list of recipients or user tags to send the email to.
6.	In the Exclusions section, enter either the list or the user tag to exclude sending the email to.
7.	Optionally, check any or all of the following checkboxes: • Exclude recipients who have already received this email • Exclude recipients with low engagement
8.	Click Send.
9.	In the modal window that appears, click Send Email.

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

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

Click to enlarge.

To reschedule scheduled emails, do the following:

Click to enlarge.

To delete a scheduled email, do the following:

Click to enlarge.

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