How to Schedule an Email
To schedule an email to send out to your customer list, follow the following steps:
1) Log in to PatientSites Web Editor at client.patientsites.com
2) Click on Emails in the main menu, go to the Email category submenu (Monthly Newsletters, My Emails) that has the email you'd like schedule. In this guide we'll work with Monthly Newsletters.
3) Choose the email you would like to schedule to send out and click on the Mail icon, labeled as "Send email (click for more options)" at the end of its row, under the Actions column. This will open the Send/Broadcast options pop-up box.
4) In the pop-up box, choose when to broadcast/send the email to your customers by choosing Start Right Now or Schedule for Later.
If you choose Schedule for Later, you will be able to select the date and time you wish to send the email out.
5) You can also choose who to send the email to by choosing All Active Users or select a Broadcast Group:
- All Active Users will send the email to ALL customers on your list.
- A Broadcast Group allows you to select a specific customer group to send the email to.
5) Once you're done, click on the green OK button to save the changes. This will either send the email out right away, or save the scheduled date and time and send it out then.
