With LionDesk you can schedule a recurring email and save time by scheduling your communication in advance.
Whether it is a single or a group of contacts, you can schedule a recurring email with LionDesk! You can type in your own email or select from LionDesk provided email templates. Make sure to stay top of mind with your contacts and schedule your recurring emails.
In the following article, you will learn how to:
- Schedule a recurring email for a single contact
- Schedule a recurring email for a group of contacts.
Schedule a Recurring Email - Single Contact
1) Use the search bar in the upper right to search for your contact.
2) In the Contact Record, click on the Email icon.
3) In the Email slide-in screen, type in your email or click on "Choose A Template" to select from your available email templates.
Note: Use the email toolbar to build up your templates. With LionDesk, you can add attachments, emojis, images, and videos!
Click here to learn more about the files you can add as an attachment.
4) At the bottom of the Email screen, click on "Scheduled and Recurring"
5) Select the day and time to schedule the email by clicking on the following fields.
6) Click on the drop-down menu and select the recurrence of the email.
7) Select when the recurrence will end.
8)When complete, click on "Send".
9) You will get the following pop-up window. To confirm, click on "Send".
Done!
Schedule a Recurring Email - Group of Contacts
1) Click on contacts
2)You will find all your contacts here in the Contact Dashboard. Select the contacts you want to email by clicking on the following box.
You can select the entire page or all your contacts by clicking on the downward arrow and selecting one of the following options.
3) At the top of the Contact Dashboard, click on the Email icon.
4) In the slide-in screen, type in your email or click on "Choose A Template" to select from your available email templates.
5) At the bottom of the email, click on "Scheduled and Recurring"
6) Select the day and time to schedule the email by clicking on the following fields.
7) Click on the drop-down menu and select the recurrence of the email.
8) Select when the recurrence will end.
9) When complete, click on "Send".
8) You will get the following pop-up window. To confirm, click on "Send".
Done!
Bonus!
Learn how you can leverage LionDesk to build a marketing machine. Click here to watch Database Domination where you will learn best practice tips of how to connect and stay top of mind with your contacts.
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email support@liondesk.com, and LiveChat Mon-Fri 7am - 5pm PT