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Important: These instructions may not work for everyone depending on their permission level.

  • If you don't have permission: Please fill out an email request form for University Communications to review and assist you in sending to your distribution list. 
  • If you have permission: Note that this work flow can be glitchy. We suggest scheduling through Journeys for a more accurate flow.

Step 1: Prepare Your Email for Sending

  • Open the email you want to send.
  • Double-check that all changes are saved.
  • Click the Ready to Send button in blue on the top right.

Click Ready to Send button

Step 2: Schedule the Email

  • Start at the top-right area. A Send option will appear to the right of the Save button.
  • Next to the Save button, click the down arrow and then select the option Schedule for later.

Select schedule for later

Step 3: Set the Date, Time, and Time Zone

  • A pop-up window will appear.
  • For the Time Zone, scroll to the very end and select (GMT-08:00) Pacific Time (U.S. & Canada).
  • Enter in your desired date and time for the email to send.
  • Click Continue.
Warning: ⚠️ You may experience a glitch where the loading circle doesn’t stop. If this happens:
• Exit your browser completely
• Reopen and redo the steps to get back to this screen

Step 4: Select Your Audience

  • On the next screen, you will select your audience.
  • Use the search bar in the top-right corner to find your audience.
  • For specific groups, type in an asterick* followed by the first word of the audience name.

Select email audience from search

Step 5: Preview and Send

  • Click Preview button at the bottom (you don’t need to make changes here).
  • Then click Send to schedule the email.

Step 6: Confirm the Email Was Scheduled

  • After sending, click View Customer Journey in the next window.
  • Alternatively, go to the Journey tab in the left-hand menu to check your email’s status.

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