How to Schedule an Email

Step-by-Step Walkthrough

1. Navigate to Automations the automations page

2. Select New Automation in the top right corner of the page.

3. Select the Create button on the "Send Email" card.

4. (Optional) If you want to learn how this works, select the question mark next to "Send Email" and watch the video.

5. Select a group (e.g., "no one" if you don’t want the email to go out).

6. Set your automation start time.

7. Scroll down and pick how the automation will run.

8. Fill in the subject line and the body (these are required).

9. Once you’ve added that information, select Review in the top right corner.

10. You’ll see a list of your people underneath Contacts Affected and be able to review your email in the center of the page.

11. Once everything looks good, select Launch in the top right corner.

12. You’ll see any automation you have on the Automations page.