After creating a customized email template in the Engagement tool, you have the option to either send your email out immediately or schedule it to be sent at a later date.

How to Schedule an Email Campaign

1. Once you are on the “Preview & Send” step, click “Schedule this Mail” at the top of your screen.

2. Select the date and time you wish this email to be sent.

3. Click “Confirm” to schedule your email campaign.

Plan, create, and schedule your email campaigns ahead of time to maximize your client engagement!

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