After creating your email campaign from your Engagement tool, you have the option to start sending out your emails immediately or at a later date.

1. On the “Preview & Send” step, click “Schedule this Mail” at the very top, right above the template.

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

3. Click on the “Confirm” button to schedule your email campaign.

Plan your campaigns now and set them up in a schedule to maximize your

client engagement!

Need some backup? We’re here to help! Just visit us at to chat, or reach out to us via email at [email protected], and we’ll be more than happy to assist you.

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