Create a scheduled email
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1.
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From Email, click Scheduled emails. Scheduled emails appears. |
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Click New scheduled email. The New scheduled email screen appears. |
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In Schedule name, enter a name for the scheduled email. This name appears in the Scheduled emails grid, so you can easily identify the process. |
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Click Enable schedule if you want the program to start the process at the time you select after you click Save. To create a scheduled email but not use the process immediately, do not select this checkbox. |
Tip: You can use Enable schedule to temporarily suspend a scheduled email.
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To select an email template for the process, click Select template. The template determines the merge fields and content that appear in the email message, as well as the recipient lists in the Select Target Lists screen. |
For information about how to create an email template, see Templates.
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Click Select list to choose the list of recipients for this email. |
Note: Only lists that match the template’s data source type, such as a constituent query or an imported list, appear in the Select list field. For information about how to specify a data source for a template, see Templates.
From the Select Target Lists screen, choose the list to use and click Add to move the entry to Selected lists. Click OK to return to the scheduled email screen.
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Under Create recurrence, select a schedule for this email. |
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Select a frequency of “Daily,” “Weekly,” “Monthly,” or “Annually.” You can then further define the schedule frequency. For example, if you select “Daily” you can choose to have the email process run on only weekdays. |
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In the Duration of scheduled email fields, define when to send the scheduled email. For example, to send weekly updates about an upcoming event, you can select a start date several months before the event and an end date for the day of the event. |
Tip: To always run the email process at the scheduled time, do not enter an end date.
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In the Scheduled email run-time fields, enter the time for the program to queue the email job. Specify whether the time is a.m. or p.m. |
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In the Time zone field, select the time zone to use for the recurrence. |
Note: The time and time zone you select determine when the program adds the scheduled email job to the queue. This time may be different than the time the email is sent to recipients.
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Click Save. You return to Scheduled emails. |
To view details about scheduled email jobs that have been processed, you can create an Email Activity Report. This report includes the date sent, the number of emails in the selected email job, the number of opened and bounced emails, and the number of page visits generated by each email.
For information about how to create an Email Activity Report, see Email Reports.