Introduction

Lofty allows users to schedule both individual and mass emails in the CRM. This is not available in the mobile app. 

How to schedule an email

Whenever any email is being sent via the Lofty web app platform, there is a button to schedule the email:

When clicked, a menu will appear to select when the email is sent:

• Tomorrow morning
• Tomorrow afternoon
• Custom date/time

Once an email has been scheduled, it can be accessed in the top-right of a lead profile by hovering over Scheduled Tasks. From here, you can either edit a scheduled email or you can delete it.

Important Notes

• This is currently only supported for emails, but texting will be supported in future releases
• Emails can only be scheduled for at least 5 mins from the current time
• If an email is being edited while the originally scheduled time has already passed, the previously-scheduled email will be sent without the edits.
• A maximum of 10 emails can be scheduled per lead
• A timeline log will be made every time an email is scheduled or edited
• Recipients can only be leads, not other users or external individuals. But external recipients can still be added as CC or BCC when sending a scheduled email.
• The default time zone will be the one set in your settings/preferences but can be edited when scheduling each email

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.