Scheduled Emails

Scheduled Emails are emails that users have set to send on a recurring schedule.  Scheduled Emails are created by clicking the email icon in the toolbar on select screens (including Dimensions and Opportunities) and choosing the “Scheduled” tab.

The My Emails tab lists all scheduled emails that you have created.  From this screen, you may edit a scheduled email’s subject, frequency, recipients or notes section.   You may not edit the content of the email (e.g. columns, filters, etc.).  To achieve this use case, you will need to create a new scheduled email and optionally delete the old one.

The All Emails tab is only available to Admin users and lists all scheduled emails.  Admins may edit a scheduled email established by another user.

The My Subscriptions tab lists all scheduled emails for which you are a recipient.  You may or may not be the owner.  From this screen, you can unsubscribe from any of these emails.  Note:  you may also unsubscribe by clicking the unsubscribe link in the email itself.