Checking & Updating Scheduled Emails
Here is a walkthrough on viewing and taking action on emails that are scheduled to send at a later date. Levitate provides a preview of the emails and allows users to take action prior to sending.
From your dashboard you'll choose Reporting from the navigation menu on the left.
And from there you'll choose Email Report
Here, you can either see all emails campaigns, individual emails, and upcoming automations for your account— or you can use the filters at the top right to narrow in by choosing to see the status of the message
Here's a close up of the available statuses
You can also sort by user— here's a closeup of what that looks like
To check in on and edit pieces of a scheduled email, just click the title of the email
When you do that, the content itself will pull up
You can edit the content, remove recipients, reschedule the send time of the campaign, or cancel it all together.
Need to update a scheduled email? Here's what you can and cannot update once an email is scheduled.
Content / Body of the Email Campaign - Yes, Can be Updated
The content can be updated while the email is in the scheduled status. You can modify your campaign by clicking on it in the content calendar!
Email Signature - Yes, Can be Updated
The user's signature can be modified while the email is in the scheduled status. If the default signature was chosen while initially scheduling the email, any modifications in user settings will be honored. As well, the user can edit the campaign and select a different signature to be associated with the content.
Email Signature - Yes, Can be Updated
Advanced Settings can be modified while the campaign is in the scheduled status. This includes follow up reminders and saving the email as a contact note.
Tags - No, Cannot be Updated
Tags cannot be modified once an email is the in the scheduled status. For group campaigns, you can simply cancel the send and reschedule with the ideal tags.
Contacts - Yes, Can be Removed
Contacts cannot be added to scheduled content, but can be removed from scheduled content. This can be done via the Preview/Edit Recipients portion of a scheduled email.
Contact Ownership - Yes, Can be Updated
Contact ownership of recipients can be updated while content is in the scheduled status. The sender that is already scheduled to send the email will only send to their updated contacts. However, if the new contact owner was not originally scheduled to send an email, the contact will no longer receive that email. This is important to remember for admins utilizing the Send on Behalf feature.
Updating a send going from multiple Levitate users
If you have a campaign going out on behalf of multiple users, use the 'Edit All' button to go in and edit content, subject line, scheduled time— essentially the list above— for all emails being sent. This serves as an enhancement to the feature, as previously the user would need to go sender by sender and update individually.
