Add a schedule

Steps have been checked against the live platform. Screenshots are cropped to protect account and customer data.

Step-by-step instructions

1. 01

   Open Add Schedule

   Expand Delivery Management → Schedule → Add. Date and Time contain defaults; change them to your intended sending date and time.

   Open full-size screenshot

2. 02

   Choose the channel and sender

   The inspected form offers EPOST and Gmail (App Password). This guide uses EPOST. Enter the sender name, Sender email and Sender domain. Gmail requires its own account setup.

3. 03

   Check WhiteLabel restrictions

   Check the form guidance for permitted sender domains. Without completed WhiteLabel setup and verification, the platform restricts Sender domain. Do not assume an unverified custom domain is ready.

4. 04

   Set replies and the audience

   Set the reply name and email if required, then choose Contact Group. Dynamic Segment and Recipient Filters further narrow the audience; use them only when you understand the conditions.

5. 05

   Choose the letter and confirm

   Choose a saved letter in Select Letter and use GRID / List and Preview to inspect it. Recheck the time, sender, group and letter. Complete creates a real schedule and should not be used casually for testing.

6. 06

   Follow up in the schedule list

   After creation, review the arrangement in Schedule → List. Do not infer the timezone from the default time alone. For cross-timezone work, confirm how the displayed time maps to delivery.