How to Schedule an Email

An email has been successfully created and now needs to be sent through Blackbaud Sphere. The client wants to have it sent out automatically at a specified time and on a specific date.
  1. Go to Communication > eMail
  2. Hover over the campaign name and click Manage
  3. Click the Schedule button
    • Note: If the Schedule button is not available, complete the receiver and content sections
  4. Under Mail Configuration:
    • Select Send HTML with alternate text (Recommended) or Send text only
  5. Under Preview Content, mark Approved underneath HTML and TEXT
  6. Click Next
  7. Choose Option 1 or Option 2 to send the mailing
    • Option 1: Schedule this Mailing - at a particular time to be sent in the queue
      1. Choose a time (in PST)
      2. Click Submit
    • Option 2: Send Mailing Now (mailing will be sent into the mailing queue)
      1. Click Send Now
  8. (Optional) Select the date for Schedule a Reminder and click Add

Environment

 Blackbaud Sphere
 Yes

Was this article helpful?