Introduction

LoftyWorks allows users to schedule both individual and mass emails in the CRM. 

How to schedule an email

Whenever any email is being sent via the LoftyWorks web platform, there is a button to schedule the email:

When clicked, a menu will appear to select when the email is sent:

• Tomorrow morning
• Tomorrow afternoon
• Custom date/time

Important Notes

• This is currently only supported for emails, but texting will be supported in future releases.
• Emails can only be scheduled for at least 5 minutes from the current time.
• If an email is being edited while the originally scheduled time has already passed, the previously scheduled email will be sent without the edits.
• A maximum of 10 emails can be scheduled per contact.
• A timeline log will be made every time an email is scheduled or edited.
• Recipients can only be contacts, not other users or external individuals. However, external recipients can still be added as CC or BCC when sending a scheduled email.
• The default time zone will be the one set in your settings/preferences, but it can be edited when scheduling each email.
• If you are sending an email in bulk and need to make changes before it's scheduled, for more information, please check Send Mass Emails & Texts.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.