Schedule your recruitment emails to be sent at the best time in the future. If you have participants in other time zones, or frequently prepare studies at off hours, this update will make it easier to put your recruitment on autopilot.
Schedule bulk emails in advance to be sent out at specific times
Reschedule, pause, or cancel scheduled emails before the scheduled send time
Schedule emails for later when you are composing an email to be sent.
Schedule Emails
Select participants to include and select the Compose email button to select which email to send or create custom email.
Edit the email subject and body to include all relevant information, links, and personalization tokens.
Looks good? Select Schedule to continue.
Schedule when your email will be sent to participants.
Send now - Send messages immediately
Schedule later - Schedule for a specific date and time in the future
Select the Schedule later option.
Enter the date, time, and timezone for when this email will be sent.
Select Next: review email to continue.
Review the email details to verify everything looks correct.
Select Schedule sent to (#) participants to make it official and queue it up!
You'll see a confirmation message that your emails were successfully scheduled. You can view their status in the study messages page (fka outbox).
View Scheduled Emails
Study email Outbox is now called Messages and has moved to the top of the study management navigation bar for convenience.
Scheduled emails can be found in the Messages page of your study by selecting the Scheduled tab.
Manage Scheduled Emails
Manage all scheduled email campaigns to edit schedule, send now, or delete message to cancel scheduled emails before the scheduled send time.
Reschedule
Edit the schedule of planned emails to go out at a different date and/or time.
Navigate to study Messages and select the Scheduled tab.
Select the 3 dots ... next to a scheduled email campaign's subject to select Edit schedule.
Update the date, time, and timezone as desired and select Edit send to confirm.
Send Now
Immediately send out scheduled emails instead of waiting for the send date.
Navigate to study Messages and select the Scheduled tab.
Select the 3 dots ... next to a scheduled email campaign's subject to select Send now.
Confirm you wish to send this email to # participants immediately with Send now.
Delete Scheduled Emails
Delete scheduled emails and prevent them from being sent to recipients.
Navigate to study Messages and select the Scheduled tab.
Select the 3 dots ... next to a scheduled email campaign's subject to select Delete message.
Select Delete message again to confirm.