How to Schedule & Send a Campaign

Schedule & Send could be accessed from Email Campaigns or the Email Campaign Summary.

1. Log in to website and access Email Marketing Module.
2. Select Email Campaigns from the left navigation.
3. Select the checkbox beside the name of a campaign. 
4. From the action bar at the top, click Schedule & Send or click on the clock icon under the Action column. 
5. Or click on the name of any email campaign to access Email Campaign Summary and there will be 3 sections to schedule only after recipients have been selected.
   1. From the action bar at the top, click Schedule & Send.
   2. Blue bar across the top "This email campaign is ready to be scheduled or sent." click Schedule & Send button. 
      • This displays only if recipients have been selected for the campaign.
   3. Schedule section click Schedule & Send.
      • ​This section will display None or the date and time if it has been scheduled for a future date.

In the Schedule & Send Email Campaign dialog box: A campaign can be scheduled can set up to be sent once or recurring. 

Send One Time

1. Schedule: Select Send one time - Email campaign will send only once.
2. Start sending:
   • Now - Campaign will send out immediately.
     • Double check all settings (Email Design, Details and Recipients) for the email campaign before selecting Now. Once the email campaign is sent it cannot be retracted.
   • On this date and time - Select date and time for the email campaign to be sent using the calendar icon and clock icon to make selections.
3. When the email is sent, by default the main administrator will be email notified. Optional to click Add Email Address for another person to be notified.
4. Click Schedule & Send to send the email campaign. 

^Note: The blue bar across the top will display "This email campaign is scheduled to be sent." with the Stop send button that will be available for a few minutes. This is the only time to stop and retract an email if it was schedule to send NOW. Once the stop send button turns into a View Report button, changes can no longer be made. If it's a future dated email and any changes have to be made (Email Design, Details and Recipients), click Stop send, make necessary changes and reschedule the campaign. 

Schedule & Send Recurring 

1. Schedule: Select Recurring Schedule
2. Select frequency: Daily, Weekly, Bi-Weekly, Monthly or Annually.
   • Daily = Send every day
   • Weekly = Send every Monday 
   • Bi-Weekly = Send every other Tuesday
   • Monthly = Send on the 5th of every month, Ex Jan 5th, Feb 5th. 
   • Annually = Send on date every year. Ex Dec 25th of every year.
3. Start sending: Select one of these options from drop-down:
   • Now - Email will send out immediately.
     • Double check all settings (Email Design, Details and Recipients) for the email before selecting Now. Once the campaign is sent it cannot be retracted.
   • On this date and time - Select date and time for the campaign to be sent using the calendar icon and clock icon to make selections.
4. Stop sending: Select one of these options from drop-down.
   • After # of occurrences - Indicate number of times the email campaign should send before it stops sending.
   • On this date and time - Select date and time for the email campaign to stop sending, using the calendar icon and clock icon to make selections.
   • Never - This email campaign will keep sending forever.
5. When email is sent, by default the main administrator will be email notified. Optional to click Add Email Address for another person to be notified.
6. Click Schedule & Send to send the email. 

• Email Campaign Table 
  • Email Status will switch to Scheduled Recurring
  • Action column will have the reporting icon. 
• Email Campaign Summary
  • "This email campaign is a recurring campaign." with Stop send button.
    • Click Stop send to prevent the next recurrence from being sent or to make edits to the email campaign.
  • Schedule section will indicate the first this email campaign was sent, what the recurrence is set to and the last date and time it was sent.