FAQs in this section
What is an Email Campaign?
What are the types of Email Campaigns in Vtiger CRM?
How do I start an autoresponder Email Campaign?
What are the different statuses that an Email Campaign can take?
How do I see the Email Campaigns that I have sent to a contact?
Images do not load correctly on Outlook. Why?
Is an email address removed from the marketing list if a bounce occurs on it?
What is the benefit of duplicating an Email Campaign?
What measures do I take if spam complaints, unsubscribes, or bounces occur on my Email Campaigns?
How many email credits do I get during a free trial?
What are the allowed credits for different values of Nice Score?
What does bounce mean? How does it affect the marketing list?
What is the Vtiger-Mailchimp integration?
How do I install the Mailchimp extension?
How do I add the API key for Mailchimp-Vtiger CRM?
How do I sync data between Vtiger and Mailchimp?
How do I delink Mailchimp from Vtiger?
How do I integrate Mailchimp with Vtiger CRM?
What do Email Campaign Reports display?
What can I do with Email Campaign Reports?
What is Buy One-Time Credit for Email Campaigns?
Where do I find Buy One-Time Credits in Vtiger CRM?
What should I do if I require extra credits?
What are Pay-as-you-go credits?
Is there an expiry date for Buy One-Time Credits?
What happens to unused Pay-to go credits?
Will first-time users be able to use Buy One Time credits?
What are the benefits of Buy One-TIme Credit in Email Campaigns?
How do I add Buy One-Time Credit in Email Campaigns?
What is the payment procedure for Buy One-Time Credit for Email Campaigns?
Can I perform CRUD operations on email campaigns?
What are the benefits of Mailchimp integration?
How do I attach a PDF file to an Email Campaign?
Is there a way to download all Contacts who opened our newsletters?
How do free credits and paid credits work for email campaigns?
Why am I not receiving a test email from my campaign in Vtiger CRM?
I want to test my email before sending it to all leads. How?
How do I check my Email Campaign metrics?
How many credits are remaining for my email campaign?
What is the difference between available and allowed credits?
How do I check my email campaign credit history in the CRM?
Why am I not able to see the new Email Campaign I created?
How do I reactivate my Email Campaign account?
How do I personalize an email campaign?
Why is my email campaign not being sent?
Why am I unable to send emails to the newly created Marketing List?
Why does my Vtiger email campaign appear incorrectly in Gmail?
I cannot see the newly launched campaigns. What could be the reason?
How do I automatically insert a customer's first name from the marketing list into an email campaign?
When does a contact's Email Opt-in field take the value Opted Out (contact)?
When does Vtiger suspend an Email Campaign subscription?
Why do contacts mark my Email Campaigns as spam?
What should I do when my Email Campaigns subscription becomes inactive?
Why does my scheduled email campaign get delayed by a few minutes?
Why has my Email Campaigns subscription become inactive?
How do I initiate Email Marketing with Vtiger?
How do I edit an autoresponder email campaign that has started?
How do I generate reports on Email Campaigns?
How do I reschedule an Email Campaign?
How do I stop an Autoresponder Email Campaign?
How do I set up a Reply To address for my Email Campaign?
How do I test an Email Campaign before sending it out?
How do I track the recipients' activities on Email Campaigns?
How do I attach the video to the Email Campaign?
How do I create an email campaign from a Marketing List?
What is the maximum number of spam complaints, unsubscribes, and bounces I can get on my Email Campaigns?
What happens when I cancel an Email Campaign?
What are Email Campaign credits?
What are drip Email Campaigns?
What are some ways to prevent my Email Campaigns from landing in spam?
My autoresponder email campaign has a slight delay. Why?
How do I check my Email Campaign's Spam Score?
Why are emails not getting delivered to my Contacts?
Where can I find the bounce reason for both hard and soft bounces in my email campaign reports?
Why have my allowed credits become zero?
How do I create a regular email campaign?
What happens if I do not renew my Email Campaign credits?
What are the different types of opt-ins?
How do I stop my Email Campaigns from landing in Gmail's Promotions?
Can I use my Yahoo email address in the From email field?
How do I view the metrics of my email campaigns?
How do I change my Email Campaigns plan?
How do I duplicate an Email Campaign?
How do I know if a marketing list contains contacts or organizations?
How does an Autoresponder Campaign send emails on the day it is created?
How do I create an autoresponder Email Campaign?
Is there a free plan for Email Campaign credits?
How do I select a marketing list in an Email Campaign?
How do I set up Email Settings to send an Email Campaign?
How do Allowed Email Credits change based on my Nice Score in the One Growth edition?
How are email credits determined by Nice Score for Professional, Enterprise, Pilot, and AI editions?

How do I schedule an Email Campaign?

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:

  1. Log in to the CRM.
  2. Click the main Menu.
  3. Go to Marketing > Email Campaigns.
  4. Click +New Email Campaign. The Add Email Campaign window opens.
  5. Enter the Campaign Name.
  6. Select Regular
  7. Click Next. The email campaign gets created in Draft mode.
  8. Enter or select the following information:
    1. Recipients
      1. Select a marketing list from the drop-down or click Create New Marketing List to create a new one.
      2. Enable Email will be sent to all subscribers to send the email campaign to all subscribers on the marketing list.
      3. Enable Choose a segment to send the email campaign to a filtered list of subscribers on the marketing list. 
      4. Click Create a segment to filter the list of subscribers by applying specific conditions.
      5. Click Save.
    2. Sender Information
      1. Enter From Name, From Email, and Reply-To email address. Note: You must verify the From Email before sending an email campaign.
      2. Assign the email campaign to a user under the Assigned To field.
      3. Enable Real-Time Alerts to receive alerts when the recipients open the email. 
      4. Enable Google Analytics Tracking to allow Google Analytics to track the clicks on links in the email body.
      5. Click Save.
    3. Content
      1. Click Select Template or Design from scratch to choose an email template for your emails. 
  9. Click the downward arrow beside Send Now in the top-right corner.
  10. Click the Calendar icon to pick a date.
  11. Click the Clock icon to pick a time. 
  12. Click Schedule Later.
The status of a scheduled campaign is set to Queued. A scheduled campaign is sent only after its cron job runs.
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