Send email

SALESmanago consists of effectively functioning Email Marketing channel with a possibility of sending emails in various places in the system. Scheduling the sending dates of emails is a huge convenience that makes a great impact on the comfort of work in marketing departments.


  • better work organization
  • a possibility of creating a well-thought-through campaigns months ahead

Main steps

  1. Scheduling emails
  2. Making changes
  3. Examples

1. Scheduling emails

You can schedule emails in several places in the system, including: 


Emails go to the server as soon as you schedule them. The server “asks” your account what and how you want it to be sent, then places the message in the queue, keeping it there until it’s time to send. When that time comes, the server loads the email template from your account and sends it to recipients, according to settings you specified when you scheduled the email. It works this way for all methods of scheduling emails.

2. Making changes

If you want to change the settings of an email that was placed in the queue, you need to cancel the email. To do so, you need to go to Email Marketing => Sent Emailings Analytics => List of sent mailings

Tick the checkbox show planned also and click Delete button on the email of your choice.

>>Learn more about canceling planned mailing

IMPORTANT: When you schedule an email, it instantly goes from your SALESmanago account to the server. Since it is no longer on your account, any changes you make on your account will not apply to the queued email. This includes changes to sending options, addressees, subject line, and filters. The only exception from this rule is the message’s content (text, images, links, and so on) – all of those you can change right until the message leaves the server.

3. Real Life Examples

Case 1: Changing the addressees of an email promo campaign

You have a sportswear store and you want to reach out to customers interested in a big seasonal sale coming up next month. 

  • You set up an automation rule that tags people who visit your pricing page with the tag LEAD_SALE. To rule out people who quickly lose interest, you add another action that removes that tag from people who don’t visit your site again before the end of the month.
  • To notify customers tagged with LEAD_SALE about the upcoming sale, you make an email template, but you don’t schedule or send the email until the sale begins.
  • This way, when you address the email to people tagged with LEAD_SALE, the list of addresses will be up to date and the email will go to the right people. Those tagged just before the sale would get the email, while those who lost the tag wouldn’t get the email.

Case 2: Christmas newsletter – changes to content and subject line

You want to send a Christmas newsletter to regular customers. You want to focus on other things, so you schedule it a month in advance.

  • A week before the email is sent, you notice that images in the template are outdated. You update the template with new images, knowing that templates are loaded from the account just before emails leave the server.
  • A day before the email is sent, you notice there is a typo in its subject line. You send a request and the email is removed from the queue. Then you fix the typo and schedule the message again.

Case 3: Emails following each other

You want to create three emails and send them in order, each email’s content logically followed by the next one.

  • You send the first message right away and address the remaining two emails to customers who opened the previous message.
  • If you scheduled all three emails together, before the first email even had a chance to reach its recipients and be read, the list of recipients for the second and third email would be empty – nobody would have opened the first email yet. In this case, it would be better to wait some time before scheduling each follow-up.
  • In many situations, it’s easier to just set a simple, but clever automation rule, for example, Event: Contact clicked a link in an email → Action: Send email

If you need more information about the topic mentioned above, please contact us: +1 800 960 0640