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Sending Repeatable Emails

Article: 000050232
Updated: July 24, 2024

By default, Lead Gen & CRM does not allow for repeat emails to be sent to a lead. This is a protective feature to prevent users from accidentally sending the same email a second time—or intentionally spamming recipient inboxes with unwanted emails.

Lead Gen & CRM does enable you to override this setting in order to send an email to a lead multiple times. Repeatable emails are important for situations like providing an appointment confirmation, responding to a customer service request, or testing emails and workflows.

In this article, you'll learn how to send repeatable emails.


Article Contents

 
 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

Light Bulb IconTip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

 

Setting Repeatability in the New Email Editor
 

To set an email as repeatable first, create or edit an email from the Email page in the left toolbar. 
  1. Click   User-added image Send Settings in the left panel.

    Click the Settings Icon
     
  2. Check the Can send multiple times to one person checkbox.
  3. Click Save

    User-added image
 

Setting Repeatability in the Older Email Editor

To set an email as repeatable first, create or edit an email from the Email page in the left toolbar. 

  1. Click  email.png  Send Settings in the left panel.
  2. Check the Can send multiple times to one person checkbox.
  3. Click Save.

    Make email repeatable

     



Sending When Editing Emails

You can schedule an email to be sent, or send an email to a list, while you are editing emails. To schedule and send an email to a list, from the email editor, start from the Emails tab in the left toolbar. 

Note: Make sure the Can send multiple times to one person checkbox has been checked. 
  1. Hover over the repeatable email to be sent and click  pencil.png  Edit Email.

    Click edit email

     

  2. Click on Send Settings tab on the older email editor, or the Settings icon in the new email editor. 
  3. Make sure the email is set as repeatable.
  4. Click Send in the older email editor, or Continue in the new email editor. 

    Check that email is repeatable and then send it

     

  5. In the Scheduling section, choose when to send the email.
  6. In the Recipients section, enter the list of recipients, or the user tags, to send the email to.
  7. In the Exclusions section, enter the lists or user tags to exclude from receiving the email.
  8. Optionally, decide if you'd like to Exclude recipients with low engagement.
  9. Click Send.

    Sending the email details

     

  10. Click Send Email on the modal window that pops up. 

    Sending the email to the lead

     

 


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