1
Navigate to the relevant project.
2
From the default "Emails" tab, click "Send Email".
3
Click the bookmark symbol at the bottom of the canned email pop up to select a canned email template, or just type directly in the box.
4
Once you've selected the email, you are free to customize as desired.
5
If you're ready to send now, click "Send".
6
If you want to send later, click the arrow NEXT to "Send".
7
Select any of the available three options closest to when you want to send. It doesn't matter which, you'll be able to customize.
8
Click "Workflows".
9
You'll now see your email listed as a "Delayed Email" workflow. Click "Edit" next to the email to further customize the email itself OR to customize the time.
10
Click the "Select a date" field and customize the send date and time as desired.
11
Further customize the email, if needed/desired.
12
Click "Apply"
