How to send or schedule an email from the AI Emailer

Learn how to send an email now, schedule it for later, or try it on yourself first.

Overview

The send button sits at the bottom right of the AI Emailer. It is available once the email has a recipient, a subject and a body, and a mailbox is connected. Choose the mailbox in the From field at the top. See How to connect an email account in the AI Emailer.

Emails you send or schedule appear on the Emails page, where you can change or cancel a scheduled email. See How to Use the AI Emailer in GTM One.

Send an email now

1. In the AI Emailer, finish your draft. See How to draft an email with the AI Emailer.
2. Click Send Now.

A banner confirms "Email sent successfully" with the date, and the footer shows Sent. The email can no longer be edited.

Schedule an email

1. In the AI Emailer, finish your draft.
2. Click the arrow at the right of the send button. The Schedule send time menu opens.
3. Click Tomorrow morning at 9:00 AM or Tomorrow afternoon at 2:00 PM, or click Pick date & time.
4. If you picked a date and time, choose them in the Schedule Send window and click Schedule Send.

When the recipient is in a different time zone, the menu shows the time for the recipient, such as "Tomorrow at 09:00 AM for" the recipient's name, with the matching time for you beneath. The scheduled time must be in the future. A banner confirms "Email scheduled successfully", and the footer shows Scheduled. The notification links to the Emails page.

When your organization has follow-ups turned on, a Send at field near the top of the email replaces the arrow. Click it to open the Schedule send time menu and choose Now, a tomorrow morning (9:00 AM) or tomorrow afternoon (2:00 PM) time, or Custom time. The button then reads Send Later when a time is set. See How to add follow-ups to an email.

Send a test to yourself or copy the email

1. In the AI Emailer, click the three-dot menu at the bottom left.
2. Click Send email to myself to send the email to your own inbox.
3. Click Copy at the bottom right to copy the email content to the clipboard.
4. Click Open in mail to open the email in your default mail app, or click the arrow beside it and choose Default mail or Gmail. This button is not in the Chrome extension.

Track opens

1. In the AI Emailer, click the three-dot menu at the bottom left.
2. Select Track opened emails.

If you see an error

• "Please fill in subject and body" The email needs a subject and a body before it can be sent, or sent to yourself. Fill in both.
• "That time has already passed for" followed by the recipient's name: the time you picked has passed. Choose a later time.
• "Failed to send email" The email was not sent. Click Send Now again.
• "Error occurred. The email was not sent" This appears when sending to yourself fails. Try again.
• "Failed to send email with Outreach" or "Failed to send email with Salesloft" The hand-off to that tool failed. Try again, or check the mailbox in that tool.