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Sending Emails from Activities

You can schedule automated emails to be sent when creating an activity.

How Email Scheduling Works​

  1. Select an Email Template: When creating an activity, you can select an email template from the dropdown
  2. Schedule the Email: The email is queued to be sent at the activity's scheduled date/time
  3. Automatic Delivery: The system automatically sends the email when the scheduled time arrives
  4. Activity Note: If the email is scheduled more than 60 seconds in the future, an activity note is created to record that an email was scheduled

Email Status Tracking​

Scheduled emails have three statuses:

StatusDescription
PendingEmail is queued and waiting to be sent
SentEmail was successfully delivered
FailedEmail could not be sent (will be retried)

Use Cases​

  • Appointment confirmations: Schedule a confirmation email to go out when the appointment is created
  • Follow-up reminders: Send automatic follow-up emails after meetings
  • Pre-meeting prep: Send relevant documents before a scheduled call
Email Templates

Email templates are configured by administrators. If you don't see the template you need, contact your administrator to create one.