- Go to Lists > Searches > Saved Searches. Select the desired saved search you want to schedule email on and click Edit.
- On the saved search page, click on Email subtab.
- On the email subtab, click the Send Emails According to Schedule checkbox.
- Note: After checking the box, the system will automatically enable both the ‘Summarize Scheduled Emails’ and ‘Send If No Results’ options by default.
- Summarize Scheduled Emails: Uncheck this box to send individual scheduled emails to each recipient for every matching record. By default, recipients receive a single email containing a summary of their matching records.
- Send If No Results: Uncheck this box to stop sending scheduled emails when the search yields no results. By default, scheduled saved search emails are sent out regardless of whether the search returns any results.
- Navigate to the Specific Recipients sublist, select a user or group in the Recipient field, and click the Arrow button > List to expand your selection. Then, click Add.
- Navigate to the Customize Message tab and enter the following information:
- From email address: If the field is left blank, the system will use the saved search owner’s email.
- Subject line
- Introduction (If applicable)
- Enter a custom message on the Single-Record Results field.
- Click on “Schedule” to set up when the saved search will be sent out:
- Select the sending frequency.
- Set the series start date.
- Choose the start time.
- Specify the ‘End by’ date. (If there is no end date, the system will default to the “No End Date” checkbox).
- Click Save to complete the record.