Build better relationships and always be a step ahead in your follow up by utilizing the email scheduling feature. Staying in touch has never been easier!

Use scheduled emails to:

  • Wish contacts "Happy Birthday" or "Happy Anniversary" on the exact date.
  • Stay top-of-mind when leads say they'll be ready to work with an agent after a certain time period.
  • Send emails the next morning or afternoon if you're working late.
  • Email contacts during times when they are most likely to open your email. 
  • Remind clients of important dates or deadlines.

How to Schedule Individual Emails

1. Click the "Send Email" tab from inside the contact record:

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2. Compose your message or use an email template:

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3. Click the clock icon:

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4. Choose a pre-selected timeframe or pick a custom date and time:

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5. Your email is scheduled! You can see scheduled emails at the top of the contact's timeline:

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How to Schedule Batch Emails

1. Compose your email. (More on creating Batch Emails)

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If you're an admin, you can email on behalf of assigned agents as shown here.

2. Choose if you would like to email all contacts on the record. (Great for spouses!)

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3. Preview your email:

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4. Click the clock icon:

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5. Choose a pre-selected timeframe or pick a custom date and time:

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6. Confirm! You can see scheduled batch emails under Reporting > Batch Emails.

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How to Cancel Scheduled Email

Cancel Individually Scheduled Email

Cancel Scheduled Batch Email

Leveling Up

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