How to Schedule Emails to Send Later

Mahari McTier asked us:
“How do I schedule an outbound email to go out at a later date?”

Agent CRM allows you to schedule outbound emails to be sent at a later date using its automation tools.

📌 Watch this step-by-step tutorial to learn how:
👉 How to Send an Email, Text, or Voicemail at a Specific Time

Go to Automations
- Navigate to Automations → Workflows inside Agent CRM.
Create a New Workflow
- Click “+ Create Workflow” and select Start from Scratch.
- Set the Trigger as “Contact Added” or another action that determines when the email should be sent.
Add an Email Action
- Click “+”, then choose “Send Email” as the action.
Set the Delay
- Click “+ Add” before the email action and select “Wait”.
- Choose the exact date and time you want the email to be sent.
Save and Activate the Workflow
- Click Save and toggle the workflow ON to activate it.
- The email will now be sent at the scheduled time.

This method ensures emails are delivered exactly when you want, improving engagement and automation efficiency.

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

Email, Software