How to schedule and send emails

Learn to schedule and send emails

1. Click the Admin Panel button.

2. Click Messages on the side menu.

3. This section will enable you to add the following details of this scheduled post:

  • Email name

    • This will be the name of the scheduled email and will be displayed on the Messaging list.

  • Select audience

    • This enables you to select on where to select your audience for this email, the options will be the following:

      • PDFs

      • Audios

      • Videos

      • Embeds

      • Events

      • Subscriptions

      • Segments

      • Courses

  • Send to

    • After selecting an option from Select audience, this field will be displayed to show you group options for selecting your audience. If PDFs is selected, the PDF list will be displayed on this field.

  • Audience size

    • This will display the number of members who will receive the scheduled email.

At this stage you can also click Save as draft button to go back to the Messages list or click the Compose message button to proceed to the next stage.

4. This stage will enable you to compose the email to be sent for the scheduled email with the following fields:

  • Email subject - Subject of the email

  • Email content - Body of the email

  • Send test - When clicked, a test email will be sent to you for checking/verification.

In this stage, you can also click Save as draft button to go back to the Messages list or click the Review button to proceed to the next stage.

5. In this stage you will have two options in sending the scheduled post:

  • Send now - Email will be sent to the audience right after clicking Send button.

  • Schedule for later - Email will be sent to the audience on the selected date and time.

Information about the other page elements:

  • Edit email - When clicked you will be redirected to (2) Compose stage if you want to change anything about the email subject and body.

  • Edit audience - When clicked you will be redirected to (1) Audience Stage if you want to change the post audience.

In this stage, you can also click Save as draft button to go back to the Messages list or click the Send/Schedule button to complete the scheduled email.

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