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Scheduling lets your team prepare a broadcast ahead of time while preserving a review checkpoint. Use it only after content and recipients are ready.
What this guide helps you do
- Choose a safe send date and time.
- Confirm broadcast readiness before scheduling.
- Know what to do if a scheduled broadcast needs changes.
Before you start
- The broadcast should have final content, sender, and recipient target.
- Preview the Audience count and sample members.
- Know the timezone and business context for the send.
Do it manually
- Open the broadcast draft.
- Review content, links, sender, subject, and Audience preview.
- Send a test message if available.
- Choose Schedule and set date, time, and timezone.
- Save the schedule and confirm the status changed.
- Reopen the broadcast later if you need to cancel or revise before send time.
Ask Faster AI
- Review this broadcast and recommend a send time for a service-business audience.
- Check this scheduled broadcast for missing links, placeholder copy, and Audience risk.
- Draft a final pre-send checklist for this broadcast.
Review before saving, sending, or starting
- Check timezone carefully.
- Do not schedule if Audience count, sender, or unsubscribe setup is wrong.
- Cancel or revise before the scheduled time if the offer, date, or link changes.
Common issues and fixes
- If scheduling is disabled, check required fields and sender setup.
- If the wrong time was selected, edit or cancel before send time.
- If a broadcast already sent, use follow-up or correction guidance instead of editing history.
After the broadcast is live
- Watch delivery status soon after launch so bounces, skips, or sender problems are caught early.
- Review clicks, replies, and unsubscribes before reusing the same Audience or message angle.
- Turn meaningful engagement into Customer 360 notes, tasks, follow-up Audiences, or a journey when appropriate.
- If anything looks wrong, pause related follow-up and fix targeting before sending more.
Email deliverability at scale
For why scheduled sends should still respect sender health, unsubscribes, and audience quality, read the deliverability engineering article. What It Takes to Deliver Email at Scale.
Event marketing timeline
For how scheduled event emails should land at T-minus 4 weeks, T-minus 2 weeks, and the final week without turning into repeats, read the event marketing checklist. The Event Marketing Checklist: Fill Seats Without Paid Ads.
Connected workflows
- Preview Audience counts before sending
- Respect unsubscribe and contact preferences
- Create a lead capture form
- Review campaign performance
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