Schedule an Email to Send Later

Write an email now and pick the date and time Pipeline CRM sends it.

Schedule an email

1. Open the email composer. See Send an Email from Pipeline CRM.
2. Write your message, add recipients, and add any attachments.
3. Click the arrow next to Send Now.
4. Select Schedule for later.
5. Choose the date and time you want the email sent.
6. Click Save.
7. Click Send Later.

Want to check how your email looks first? Click Send me a test email before you schedule it.

You can schedule bulk emails the same way. See Send a Bulk Email.

Manage scheduled emails

1. Go to the Email tab.
2. Open the Scheduled section to see your pending emails.
3. Click an email's name to preview it.
4. Choose what to do:

• Click Edit to change the content or the send time.
• Click Delete to cancel sending.

To check on a scheduled bulk email, look in each person's Activity Feed or the Bulk Email section of the Email tab.

Scheduled emails in campaigns

Turning a campaign off clears its queued emails, and turning it back on schedules each active person's next unsent email (see Edit, Turn Off, or Delete an Email Campaign).

Need help? Contact support at customercare@pipelinecrm.com.