Schedule Walkthrough

Creating a Scheduled Email

1. Click Schedule > Create Scheduled Email

   

   

2. Enter a name

   

3. Select an Email Content (one per Scheduled Email)

   

4. Preview content with the eye icon — shows templates list with preview

   

   

Send Integrations

1. Select one or more Send Integrations

   

2. Multiple integrations rotate during send; failing ones auto-deactivate and retry

3. Assign Email Domain Groups: route recipients to specific integrations by domain group (e.g., Google, Yahoo)

   

   

4. Assign Weights: set percentage for each integration (must total 100%)

   

Audience

1. Select one or more Segments

   

2. Select one or more Contact Lists

   

3. Contacts are combined, duplicates removed

4. Add Suppression Lists — some auto-assigned (brand-level, account-wide), add more as needed

   

5. Run Count: shows total contacts minus suppressions

   

Jump Page

• Select a jump page if desired

  

• Recipients clicking email links see a verification page before reaching the landing page

  

• Prevents automated bots from triggering clicks

Scheduling a Send

1. Click Save Scheduled Email

   

2. Click Schedule Send

   

3. Set Start Time (required) and optional End Time (distributes evenly)

   

4. Optional Volume Cap: limits emails per send

   

5. Limit to Once Only: each contact receives it only once (useful for retry after ESP outage)

   

6. Set status: Scheduled or Not Scheduled

   

7. Click Save

   

Recurring Sends

1. Under Schedule Recurring > Frequency dropdown

   

2. Select Weekly > choose days of the week

   

3. Set date range and time window

   

4. Optional Volume Cap

5. Save Scheduled Email to commit

6. Recurring sends prioritize contacts not emailed in last 60 days

   

7. If all contacts received it, sends to least-recently-emailed first

Warm-up Sends

1. Select Warm-up from Frequency dropdown

   

2. Set Start Date and Number of Days

   

3. Set Start and End Times per day

4. Choose Warm-up Strategy:

   

   • Linear: same increment added each day
   • Exponential: increases by percentage each day
   • Custom: define volume per day manually

5. Set starting volume and increment rate

   

6. Click View/Edit Warm-up Plan to see daily breakdown

   

7. Edit individual days as needed (only unsent days)

8. Save to start warm-up

9. Warm-up sends marked with thermometer icon in Send Dates grid