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This is the written version of a short video showing how to write something once and either send it now or schedule it for a specific date — for example, a newsletter that goes out next Thursday. Prefer to watch it instead? Here’s the video:
For tracking what happens after you send, see Email Campaigns. This page just follows the video.

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Sending or scheduling a bulk email

1

Select your recipients

Open any pipeline — Sales Pipeline, All People, Contacts, or Loans. Check the box at the top of the list, or use Select all records if you want everyone your filters match, not just the loaded page.
2

Choose Bulk Email

Pick Bulk Email from the bar of actions that appears above the table.
3

Write or pick a template

Write your email from scratch, or select from any of your existing templates.
4

Send now, or schedule it

Once it looks good, send it right away — or, if you want to schedule the send, choose the date and time you want it to go out instead.

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Managing a scheduled send

A scheduled campaign sits under Scheduled Sends on Email Campaigns until it goes out, showing its recipient count and the exact send time — in the time zone of whoever scheduled it, not necessarily yours. From there you can:
  • Reschedule it to a new date and time (at least two minutes in the future).
  • Cancel it outright.
Recipients who have unsubscribed from email are automatically skipped on any bulk send, and are not counted as failures — the result screen reports how many were left out.