Admin & Security
Email templates and scheduling
Prepare email templates, choose recipients and schedule recurring messages. Review upcoming runs and delivery results through the authorized Email Scheduler.
Scenario#
An administrator prepares a recurring reminder, checks the template and audience, sets its schedule and reviews the next run before inspecting the delivery results.
Steps#
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Prepare the message
Create or choose a template and review its subject, body and supported variables. Check the content for the intended audience before connecting it to a schedule.
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Configure the schedule
Choose the recipient scope, recurrence pattern and timing. Review the configured timezone and upcoming run; pause or cancel schedules when the communication is no longer needed.
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Review delivery
Inspect execution status and available delivery logs to identify failed or partial runs. Follow up on the configured email service when a message fails; scheduling alone does not guarantee delivery.
See Email templates and scheduling on the product site
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