One-off and scheduled emails
Email one person from your Gmail now or at a set time, and log the touches that happened elsewhere.
Email one person
From a contact's panel, or from the Email page, write a subject and body, pick the Gmail to send from and a signature, and click Send email. The email goes out from your Gmail, shows in its Sent folder, and is recorded in the person's activity with its opens and clicks.
- The person is the only recipient; you can add CC addresses.
- Merge tags are filled only inside the signature. The body is sent as you typed it.
- Addresses on the do-not-email list are refused. Someone marked Replied, Unsubscribed, Bounced, Converted or Dead is refused too, unless you tick Send anyway.
- The email carries the unsubscribe line and one-click header unless you untick Unsubscribe link. The default is in Settings → Workspace; see Unsubscribes.
- Emailing someone moves them to Contacted if they were New.
Schedule for later
Choose Schedule instead of Send email. Pick a date and time in your time zone, or one of the quick options (In 1 hour, Tomorrow 9:00, Monday 9:00), then Schedule send. The email is checked right away (recipient, do-not-email list, subject, sender, signature) and sent within about a minute of its time, from the Gmail you chose, as you.
Email → Scheduled lists what's waiting, what was sent and anything that failed. Open one to view it, change its time, send now or cancel.
- If the Gmail has used up its day when the time comes, the email waits for room and is sent then.
- If you leave the workspace before it's sent, it fails rather than sending as you.
- Up to 1,000 scheduled emails waiting per workspace, up to a year ahead.
The API and AI assistants can schedule emails too (sendAt), and manage the ones they scheduled.
Log a touch that happened elsewhere
A call, a LinkedIn message, a WhatsApp, an SMS, a meeting: log it from the contact's Email tab with Log. Pick the channel, a date and a note. It joins the activity timeline and counts as contact (the company's "last contacted" updates). Logged touches can be edited or removed later; emails Pedibee sent can't have their content changed.
Related
- Contacts: the activity timeline.
- Sending with Gmail, Limits and pacing
