Mailshots: Schedule for later

Mailshots can be scheduled to be sent automatically at a chosen date and time.

After you have created your mailshot and selected your recipients, select Continue to reach the Review step.

In this step, you can review the subject line, the origin event(s) of the mailshot recipients, the filter being used, and the number of recipients. On the right side of the screen, you will also see a preview of your mail.

Finally, you can use one of the orange buttons to determine if you will Send Now, or Schedule for later.

Scheduling your mailshot for later

To schedule your mailshot for a later date and time, simply click on date picker below the title Send now or schedule for later. Select your desired date and time, and click on the Set Schedule.

Once you have selected Set Schedule, you will be redirected to the Mailshot Report.

Here, you can see the summary just like in the Review step, with the status now included, counting down to your scheduled delivery date and time.

Making changes to your scheduled mailshot

To make changes to your scheduled delivery, click on the time displayed in blue to edit.

• To amend the time and/or date of your scheduled delivery, click on the date picker to select a new date and time. When you are happy with your new scheduled delivery date and time, click Update.
  • When asked for confirmation of this change, click Yes to save changes, or click No to cancel.
• To cancel the delivery and return to an unsent state, select Clear.
  • When asked for confirmation of the cancellation, click Yes to clear the schedule and return this mailshot to an editable state, or click No to cancel.
• To override the schedule and send the mailshot now, select the Now button.
  • When asked for confirmation to send immediately, click Yes to send the mailshot straight away, or click No to cancel.

Once your mailshot has been sent, you can review the delivery status to each of your recipients.