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Help Topic: Sending a Campaign In the Future


Sending a Campaign In the Future

Last Updated: June 5, 2020

1. Click Into Campaigns

  • Hover over the Campaigns record and click into All Campaigns

  • Select the green + New Campaign button on the far right of your screen

  • Add in the campaign name, and select the campaign format
  • Make sure to hit Ok and Edit so you can continue working on the campaign

2. Select Recipients for Your Campaign

  • Once you have completed filling in the body of your message, you can click on Recipients to add candidates to the email

  • Select the send list you would like to use, and drag it over to the Send To column

3. Schedule Your Campaign

  • Click on the Schedule tab to either send your campaign immediately, or select a date and time

  • In this instance, we're going to send our campaign in the future by selecting 'Schedule for Later'

  • Once you have selected your date and time, you can hit Schedule Campaign