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Here you specify when the email is to be sent.
Figure 1 - The Scheduling tab
- Not scheduled - select this until the email is complete and you are ready to send it. On this setting you can save it as you are editing it, and preview it.
- Now - sends the email immediately to the respondents selected by the settings you have made in the Selection Criteria tab (go to Creating a New Email for more information). A note is displayed to tell you how many emails will be sent.
- Future - opens a selection dialog in where you can set a date and time for when the email is to be sent. By default the first time the email will be sent is 1 hour from now. In the Synchronize drop-down you can select to send once only, or you can set up a recurring transmission. A note is displayed to tell you how many emails will be sent.
Target timezone
Choose the time zone that defines all scheduling and delivery times (by default this will be based on your local time zone).
Repetition
Define how frequently the system sends invitations (e.g., hourly, daily, weekly).
Specify the interval (for example, every 1 hour) and select which weekdays the schedule applies to.
Campaign duration
Set the start and end dates for the emailing or SMS campaign. Invitations will only be sent during this period.
Time window
Optionally restrict deliveries to specific hours of the day (e.g., 09:00–21:00).
This helps avoid sending messages outside typical business hours.
Exclusion dates
Add any dates to skip—such as holidays or maintenance days—when no invitations should be sent.
You can specify exclusion dates with or without a year:
Without a year: Use this format for dates that recur annually (e.g., 25 Dec for Christmas Day).
With a year: Use this when the exclusion applies only once in a specific year (e.g., 27 Nov 2026 for Thanksgiving).
This flexibility ensures both recurring and one-time exclusions are handled appropriately in long-running or multi-year campaigns.
Summary
A live summary appears at the bottom, showing the complete delivery pattern (e.g., “Every 1 hour on weekdays between 09:00 and 21:00 from 24 Nov 2025 to 24 Feb 2026, excluding 27 Nov 2026 and 25 Dec”).
The count displayed is calculated for that specific moment in time, but the number of emails sent may differ depending on when the task is scheduled to run or on any changes that may be made to the underlying data. This count does not include any respondents that will be removed based on Hub contact frequency rules.
Note: The time displayed in this field is your local browser time.