View and Edit Scheduled Messages

To locate the Scheduled Messages report, click Client Tools to expand the menu, then select Scheduled Messages.

You can switch between Emails and Texts (SMS).
The subject of the Scheduled Message is displayed here.
You can see if items are Sent, Unsent, or Queued.
When the item is scheduled for delivery.
For delivery, we show whether items are sent to Projects or Contacts, and how many.
- During a batch delivery, we display a Waiting bubble showing how many items are still set to deliver, and a Batch bubble showing how many emails we send in a given period.
If a message has already been fully delivered, you can hover over the bar graph icon to view the email delivery metrics. If it hasn't been delivered yet, click the Edit pencil to modify (shown below).
You can delete a previously sent scheduled message series to clean up the report, or delete an item waiting for delivery to cancel its delivery.

After clicking the Edit pencil, you can make changes to the message before delivery and even test it!

Click Send Test Email to send yourself the scheduled message to review the formatting, links, and placeholders.
If the message is consolidated, it will outline it here.
You can edit the Projects attached to the message to include or exclude recipients.
If you need to change the delivery date and time, do so here!
This lets you set the email sender. If you don't see a user in the drop-down, ask them to make you a Send-As recipient in their settings.
If we detect that some selected Projects do not have any items in To Do, we provide the option to automatically skip them.
Edit the email message as needed, including placeholders, text formatting, adding project links, and even replacing the current message with a new template!
Once you're done, click Update to finish.

If you've scheduled a message for delivery, you can edit, delete, or view the email statistics of the message!