You can schedule the email campaign for a later date and time if you don’t want to send it right away. The email campaign will be sent to the subscribers at the chosen time.
Follow these steps to schedule an email campaign:
- Log in to the CRM.
- Click the main Menu.
- Go to Marketing > Email Campaigns.
- Click +New Email Campaign. The Add Email Campaign window opens.
- Enter the Campaign Name.
- Select Regular.
- Click Next. The email campaign gets created in Draft mode.
- Enter or select the following information:
- Recipients
- Select a marketing list from the drop-down or click Create New Marketing List to create a new one.
- Enable Email will be sent to all subscribers to send the email campaign to all subscribers on the marketing list.
- Enable Choose a segment to send the email campaign to a filtered list of subscribers on the marketing list.
- Click Create a segment to filter the list of subscribers by applying specific conditions.
- Click Save.
- Sender Information
- Enter From Name, From Email, and Reply-To email address. Note: You must verify the From Email before sending an email campaign.
- Assign the email campaign to a user under the Assigned To field.
- Enable Real-Time Alerts to receive alerts when the recipients open the email.
- Enable Google Analytics Tracking to allow Google Analytics to track the clicks on links in the email body.
- Click Save.
- Content
- Click Select Template or Design from scratch to choose an email template for your emails.
- Click the downward arrow beside Send Now in the top-right corner.
- Click the Calendar icon to pick a date.
- Click the Clock icon to pick a time.
- Click Schedule Later.
The status of a scheduled campaign is set to Queued. A scheduled campaign is sent only after its cron job runs.