Admin & Security
Email templates and scheduling
Prepare email templates, choose recipients and schedule recurring messages. Review upcoming runs and delivery results through the authorized Email Scheduler.
Overview
On this page
Workflow overview#
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Prepare the message
Create or choose a template and review its subject, body and supported variables. Check the content for the intended audience before connecting it to a schedule.
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Configure the schedule
Choose the recipient scope, recurrence pattern and timing. Review the configured timezone and upcoming run; pause or cancel schedules when the communication is no longer needed.
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Review delivery
Inspect execution status and available delivery logs to identify failed or partial runs. Follow up on the configured email service when a message fails; scheduling alone does not guarantee delivery.
Access and next steps#
Available controls depend on your workspace configuration and access to the relevant records. If an area is missing, ask your administrator to review your access.
See Email templates and scheduling on the product site
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