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Sales Productivity
Schedule Send Later with List Email

Schedule Send Later with List Email

As sales reps send emails to groups of leads and contacts, they can schedule the list email to arrive at the most optimal time.

Required Editions

Available in: Lightning Experience
Available with Sales Cloud and included in Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To send email: Send Email permission and access to the record the email is sent from
To schedule an email to send later:

Use Inbox user permission, available with a Sales Engagement, Sales Cloud Einstein, or Inbox license

OR

Sales Engagement Basic user permission

  1. To schedule a list email, select Send Later.
    Send Later button
  2. Set a date and time for the list email to be sent.
    Choose a date and time
  3. Click Send Later and the email is scheduled to be sent at that date and time.

To change the scheduled time, or delete the email, go to the List Emails home page.

The scheduled date and time appear on the list email.

Scheduled date and time

Choose Edit Send Time or Unschedule.

Change a list email schedule
Note
Note You can’t unschedule an email after its scheduled send time has passed.
 
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