It is easily possible to set your Documents to be sent in the future without logging again into Clientjoy. All you have to do is, schedule your Documents emails and your Customer will receive them on the day and time you want.
In this article, we'll cover
How to schedule a Document?
How to reschedule or remove a schedule?
1. How to schedule a Document?
Once the Documents are created and ready to be sent, click on Send.
This will open up the email template. Click on the dropdown option beside Send and Click on Schedule.
Choose the date and the time when you want to send the Documents. Click on Set schedule. It'll show you the scheduled date and time on the send email button.
That’s it. 🙌 Your Documents email is scheduled to be sent.
2. How to reschedule or remove a schedule?
To reschedule your Document, Click on the three ellipses icon and click on Reschedule email.
This will open up the email template. Change the date and time when you want to send the Documents via email.
Your Documents email is rescheduled. Now it will be sent on the revised date and time.
Note🗒️: You can also remove the Scheduling by Clicking on Remove Scheduling.
1) How will I know if a scheduled Document is sent to my lead/customer?
You will receive a notification when your scheduled email will be sent to your Lead/Customer.
2) How do I find all the scheduled Documents?
You can apply the filter by selecting scheduled and you will be able to see all the Documents which are scheduled.
You can hover over the clock icon to check the date and time of the scheduled Documents.
1) Documents Overview
Do you have questions or feedback? Please feel free to reach Clientjoy support via chat/ email (email@example.com), or explore Help Center to get information!