Scheduled Overview


This feature provides advisors and assistants the ability to schedule emails to go out to clients in advance. Some ways to use this new feature include scheduling holiday cards and birthday well-wishes, periodic referral requests, and meeting reminders and follow-ups.




When a user launches the email sender and reaches the last step for sending the email, the user will see an additional option to “Schedule” the email(s). The user can select a date and time (hourly) in the future, and click to schedule the email(s) to go out.




Once advisors have scheduled emails to go out, they can view those emails on the Scheduled page.

The table allows them to sort the list, as well as unschedule individual emails.

This page does not include campaign emails scheduled to go out by admins. Users can view those in the Campaigns tab under each individual email campaign.