After creating a custom email, you choose when to send the email. There are two options:
- Send when records are added, modified, or deleted
- Set up a recurring schedule
This article covers how to set up a recurring schedule for the email.
In this article
Set up a recurring schedule
In the Repeat field, choose to send the email:
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Daily
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Weekly
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Monthly
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Yearly
Depending on the option you choose, you’ll be given additional options. For example, if you choose to send an email every year, you’ll then select the month, day, and time to send the email.
All emails are sent according to UTC standards.
Set an exception for scheduled emails with reports
If you add reports to your email, you choose what to do if a report you've added is empty. You can:
- Not send the email if the reports are empty
- Alway send the email, even if reports are empty
Pre-built elements available for scheduled emails
Pre-built elements are available to use in custom emails. Emails that are triggered can include all these elements. Scheduled emails can include only the Report element.
Use case
You have a table called Orders. On this table, there is a summary report that shows how many orders are In-Progress. Every Monday and Friday, you want to send this report to managers.
- When you create your custom email, select the option Set up a recurring schedule
- In the Repeat field, select Weekly.
- Select M and F.
- Select what time you want to send the report.
- Because you want your managers to see the report even if there are no records in it, you choose Always send, even if reports are empty in the Set an exception for scheduled emails with reports section.