How Do I Edit a Scheduled Email?

Navigation: Email > Scheduled Email

With the ability to schedule emails to go out at future dates and times automatically, you may need to make changes or delete these emails before they go out.

This help guide will outline the steps you need to take to edit or delete a scheduled email and the deadlines after which you will no longer be able to do so.

Deadlines: to maximise email delivery rates, we use a specialist third party email delivery system. We submit scheduled emails to this system one hour before their due sending time. As such, it is not possible for you to edit or cancel emails within one hour of the scheduled sending time.

Step 1:  To access all scheduled emails, hover over the email tab and select 'Scheduled Emails'. You will then be presented with a list of all scheduled emails. The default range is one month but you can extend this date as far as you like. 

This screen will also display the following information.

1. The subject header of the email being sent.
2. Which administrator created the email.
3. If the email is part of a sequence, the email's name will be displayed - click here for more information on email sequences.
4. Date and time the email is scheduled to go out on.
5. Date any changes were made.
6. The number of recipients

Step 2: Select the relevant email(s) you wish to edit or cancel using the checkbox(es) along the left-hand side.

Step 3: To cancel: click on the ‘Cancel’ icon on the toolbar.  (You can also cancel all scheduled emails by clicking the icon with this name).

To edit: Click on the ‘Next’ icon on the toolbar.

Step 4: The page that loads will show the list of recipients for the scheduled email selected.  Using the check-box(es), select the relevant recipient(s).  This will activate the icons on the toolbar to enable you to do the following:

1. Edit the scheduled date.
2. Edit the email template for all recipients.
3. Remove recipient(s) - Please note: this will not remove them from subsequent emails.

You will also be able to edit the individual email template of a selected recipient by clicking on ‘Edit’ in the right-hand column of the table listing the email recipients.

Clicking on the date in the ‘Scheduled date and time’ in the table will also enable you to edit the date of the individual email.